Wealth Manager

Job Title:  Wealth Manager (2 Openings)

Location (City, State): Peoria, AZ

Compensation: $100K–$120K base during ramp-up, then $70K base + commission (10–20 bps);

Industry: Financial Services

Benefits: This position is eligible for health, dental, and vision coverage (75% employer-paid), 401(k) with 5% match, Roth option, PTO starting at 3 weeks/year, sick time, educational support, and annual award trips for goal achievement.

About Our Client:

Addison Group is hiring on behalf of a growing wealth management firm focused on helping clients save, invest, and plan for retirement with conservative, lower-risk strategies. The firm emphasizes a culture of collaboration, professional growth, and long-term career opportunity, with a strong retention rate and promotion-from-within philosophy. Advisors have access to AI-driven lead generation tools and a highly supportive team environment.

Job Description:

This Wealth Manager role offers a structured career path with a three-month training program before engaging in client-facing activities. Candidates will learn a consultative sales approach, obtain licensing if needed, and develop a book of business while delivering high-quality financial presentations.

Key Responsibilities:

• Complete a formal 3-month advisor training program

• Learn and apply the firm’s consultative sales methodology

• Obtain Series 65 license if not currently held

• Build and expand a portfolio of clients

• Conduct polished presentations, including group seminars and dinners

• Generate new assets consistently, with growth expectations of $2M+ per month when fully ramped

• Leverage internal marketing and AI-enabled lead tools

• Manage client relationships using CRM and portfolio management platforms (Salesforce, Orion, Wealthscape)

• Maintain a disciplined daily routine to drive consistent prospecting and client follow-up

Qualifications:

Required:

• 10+ years professional experience in insurance, financial services, fundraising, or consultative sales

• Bachelor’s degree

• Polished, professional presence with strong public speaking skills

• Demonstrated ability to generate revenue through presentations

• High level of discipline and structured daily habits

• Ability to quickly build trust and establish high-level connections

Preferred:

• Series 65 license or willingness to obtain during training

• Experience using Salesforce, Orion, or Wealthscape

• Experience in growth-focused, team-oriented environments

Culture Fit / Soft Skills:

• Growth mindset and coachable nature

• Team-first mentality and collaboration-focused

• Strong morning routine and personal development habits

• Comfortable presenting to groups and leading client-facing events

Additional Details:

• Reporting to Director of Sales

• Small team, highly collaborative environment

• Flexible work-life balance with weekly half-day Fridays

• Opportunities for long-term growth and uncapped earnings potential

• Stable, growing firm with a strong emphasis on teamwork and AI-driven client acquisition

Perks:

• Access to high-quality leads through AI and internal marketing

• Low turnover with 95% retention among senior staff

• Professional development and education support

• Award trips for goal attainment

• Collaborative, people-first office environment

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.