Wealth ManagerLocation (City, State): Peoria, AZCompensation: $100K–$120K base during ramp-up, then $70K base + commission (10–20 bps);Industry: Financial ServicesBenefits: This position is eligible for 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, and annual award trips for goal achievement.About Our ClientAddison 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.Job DescriptionThis 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.Key ResponsibilitiesComplete a formal 3-month advisor training programLearn and apply the firm's consultative sales methodologyObtain Series 65 license if not currently heldBuild and expand a portfolio of clientsConduct polished presentations, including group seminars and dinnersGenerate new assets consistently, with growth expectations of $2M+ per month when fully rampedLeverage internal marketing and AI-enabled lead toolsManage client relationships using CRM and portfolio management platforms (Salesforce, Orion, Wealthscape)Maintain a disciplined daily routine to drive consistent prospecting and client follow-upQualificationsRequired:10+ years professional experience in insurance, financial services, fundraising, or consultative salesBachelor's degreePolished, professional presence with strong public speaking skillsDemonstrated ability to generate revenue through presentationsHigh level of discipline and structured daily habitsAbility to quickly build trust and establish high-level connectionsPreferred:Series 65 license or willingness to obtain during trainingExperience using Salesforce, Orion, or WealthscapeExperience in growth-focused, team-oriented environmentsCulture Fit / Soft SkillsGrowth mindset and coachable natureTeam-first mentality and collaboration-focusedStrong morning routine and personal development habitsComfortable presenting to groups and leading client-facing eventsAdditional DetailsReporting to Director of SalesSmall team, highly collaborative environmentFlexible work-life balance with weekly half-day FridaysOpportunities for long-term growth and uncapped earnings potentialStable, growing firm with a strong emphasis on teamwork and AI-driven client acquisitionPerksAccess to high-quality leads through AI and internal marketingLow turnover with 95% retention among senior staffProfessional development and education supportAward trips for goal attainmentCollaborative, people-first office environmentAddison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities.
Reasonable accommodation is available for qualified individuals with disabilities, upon request.