Wealth Manager - Retirement & Portfolio Strategy
Strategy Financial Group
Strategy Financial Group in Peoria, Arizona, is seeking a full-time Wealth Manager to develop personalized financial plans and manage investment portfolios. The role requires expertise in financial planning and investment management, strong communication skills, and a Bachelor’s degree in a related field. A Series 65 securities license is required. The Wealth Manager will work closely with clients, ensuring compliance with regulatory requirements while delivering excellent client service. This position is an opportunity to contribute to clients achieving their financial goals. #J-18808-Ljbffr Strategy Financial Group
Vacancy posted 20 hours ago
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