Relationship Manager Strategy Financial Group Peoria, AZ Job Details Full-time $55,000 - $70,000 a year 20 hours ago Qualifications Customer communication Investment advisory support Financial services customer support Customer relationship building Client file management Financial plan development Mid-level Life insurance knowledge Managing clients in a customer support role Managing financial planning clients Client retention Compliance documentation Data collection Documentation Handling Office record organization Full Job Description Relationship Manager Full-Time | On-Site | Peoria /

Phoenix, AZ Salary Range:

$55,000-$70,000 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 As a Relationship Manager, you'll be a vital connection point between clients, advisors, and internal processes. Your work will directly support both client confidence and firm excellence. 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

Requirements:

Who Thrives in This Role You'll thrive in this role if you: 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.