Wealth Manager

Location: Peoria, AZ

About the role

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. 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

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

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

Pay

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

Schedule

Flexible work‑life balance with weekly half‑day Fridays