Relationship Manager

Full-Time | On-Site | Peoria / Phoenix, AZ Salary Range: $55,000–$75,000 annually Strategy Financial Group is an independent financial services firm dedicated to building long-term, trusted relationships with our clients. We take a thoughtful, personalized approach to financial planning, combining strategy, clarity, and genuine care. We are seeking a Relationship Manager to join our growing team and support our lead Financial Advisor in delivering exceptional, high-touch client experiences. This is a full-time, on-site role for someone who is organized, service-minded, and energized by being a key part of a close-knit, professional team. Relationship Manager Full-Time | On-Site | Peoria / Phoenix, AZ Salary Range: $55,000–$75,000 annually Strategy Financial Group is an independent financial services firm dedicated to building long-term, trusted relationships with our clients. We take a thoughtful, personalized approach to financial planning, combining strategy, clarity, and genuine care. We are seeking a Relationship Manager to join our growing team and support our lead Financial Advisor in delivering exceptional, high-touch client experiences. This is a full-time, on-site role for someone who is organized, service-minded, and energized by being a key part of a close-knit, professional team. Why Work at Strategy Financial Group Market-competitive compensation Weekly half-day Fridays, supporting work–life balance A culture of trust, autonomy, and ownership Professional, collaborative, and people-first environment Stable, growing firm with long-term career opportunity At Strategy Financial Group, we believe great client experiences start the moment someone walks through our doors. We’re a growing, values-driven financial planning firm dedicated to helping our clients retire with confidence, and we do that by putting people first, acting with integrity, and working as a true team. What You’ll Do Prepare and assist with customized financial plans and supporting materials Support client and prospect meetings through data gathering, reporting, and follow-up documentation Manage life insurance and long-term care applications from submission through issuance Maintain accurate client records, reports, and compliance-related documentation Provide proactive, high-quality client service and clear, timely communication Partner closely with the Financial Advisor to ensure a smooth, professional client experience from start to finish What We’re Looking For 2+ years of experience in relationship management, client service, financial processing, or a similar support role Strong organizational skills with a high level of attention to detail Clear, professional communication skills, written and verbal Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint) Bachelor’s degree preferred, but not required A client-first mindset and pride in delivering excellent service Why Join Strategy Financial Group? A collaborative, professional, and growth-oriented environment Direct exposure to financial planning and advisory work The opportunity to build meaningful client relationships and develop your career A firm that values integrity, follow-through, and people—not just processes Who Thrives in This Role Enjoy being the trusted point of contact clients rely on Take pride in being organized, prepared, and detail-oriented Communicate clearly and professionally, and follow through consistently Like supporting others and being an essential part of a high-functioning team Feel energized by helping people understand complex information with confidence Are proactive, thoughtful, and calm under pressure Value long-term relationships and doing work that truly matters to clients This role is ideal for someone who finds satisfaction in doing things well, supporting meaningful client relationships, and contributing to a firm where professionalism, care, and integrity are core values. If you enjoy supporting clients, bringing order to complex information, and being a trusted part of a professional advisory team, we’d love to hear from you. #J-18808-Ljbffr