Client Experience Specialist – Financial Planning
Listed on 2026-10-13
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Analyst
Strategy Financial Group in Peoria/Phoenix, AZ is seeking a Relationship Manager to support the lead Financial Advisor and deliver high-touch client experiences. This is a full-time, on-site role requiring strong organization and service-mindedness within a close-knit professional team.
As the main liaison between clients, advisors, and internal processes, you will gather financial information, prepare plans, and coordinate life insurance applications while maintaining compliant records.
For the Client Experience Specialist – Financial Planning position at Strategy Financial Group, we are reviewing applications now.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Experience Specialist – Financial Planning role in the description above.
We appreciate your interest in this position.
Join Strategy Financial Group and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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