Wealth Manager

Location: Peoria, AZ

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

About the role

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.

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

Requirements

• 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 Qualifications

• 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

Benefits

• 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
• Annual award trips for goal achievement

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