Wealth Manager
Peoria, AZ
Category: Administrative
Reference ID: 10066821
Shortcut: http://addisongroup.gosnaphop.com/ihukUl
Job Title: Wealth Manager (2 Openings)
Location (City, State): Peoria, AZ
Compensation: $100K–$120K base during ramp-up, then $70K base + commission (10–20 bps);
Industry: Financial Services
Benefits: 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 Client:
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.
Job Description:
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.
Key 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
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
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
Addison 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.
-
Contract and Proposal Specialist
Peoria, AZ
Job Title: Contract and Proposal Specialist Location (city, state): Peoria, AZ Compensation: $70,000 annually (Direct Hire) Industry: Defense Equipment Benefits: This position is eligible for medical, dental, vision, life insurance, disability coverage...
Recommended
-
Business Development Associate
Charlotte, NC
Addison Group - Business Development Associate Addison Group is one of the fastest growing private staffing firms in America that specializes in contract and direct hire staffing, as well as consulting services. We have made “Best of Staffing” lists fo...
Recommended
-
Account Manager, Membership
Virginia
Job Title: Account Manager, Membership Industry: Professional Association / Membership Services Location (city, state): Washington, DC Assignment Type: Direct Hire Pay: $75,000 - $80,000 annually (depending on experience) Work Schedule: Monday – Friday...
Recommended
-
Corporate Paralegal – Estates & Trusts
Tempe, AZ
Job Title: Corporate Paralegal – Estates & Trusts Location (city, state): Phoenix, AZ Compensation: $55,000 – $60,000 base salary (minimal flexibility) + quarterly performance bonuses (total comp $71,000 – $88,000) Industry: Financial Services / Legal ...
Recommended
-
Administrative Assistant
Washington, DC
Job Title: Administrative Assistant Industry: Professional Services / Consulting Location (city, state): Washington, DC Assignment Type: Contract-to-Hire (approximately 3 months) Pay: $28.00 – $31.00 / Hourly (depending on experience) Work Schedule: Mo...
Recommended
-
Learning and Development Specialist
District of Columbia
Job Title: Learning and Development Specialist Location: Washington, DC (Hybrid) Industry: Professional Services Pay: $150,000–160,000 Benefits: Medical, dental, vision, 401(k), PTO, wellness programs About the Opportunity: Addison Group is partnering ...
Recommended
-
Commercial Legal Administrative Assistant
Oklahoma City, OK
Job Title: Commercial Legal Administrative Assistant Location: Oklahoma City, Oklahoma Industry: Legal Pay: $45,000 - $50,000 / Annually Benefits: This position is eligible for medical, dental, vision, and 401(k). About Our Client: Addison Group is par...
Recommended
-
Office Administrator
Washington, DC
Job Title: Office Administrator Industry: Professional Services / Consulting Location: Washington, DC (100% In Office) Assignment Type: Direct Hire Pay: $85000 – $105000 / Year (depending on experience) Work Schedule: Monday–Friday, 9:00 AM – 5:30 PM w...
Recommended
-
Practice Team Assistant
Reston, VA
Job Title: Practice Team Assistant Industry: Legal Services / Professional Services Location (City, State): Reston, VA Assignment Type: Direct Hire Pay: $54,080 – $66,560 / Annually Work Schedule: Full-time, 40 hours/week | Onsite 4 days per week, 1 re...
Recommended
-
Property Coordinator
Reston, VA
Job Title: Property Coordinator Location (city, state): Reston, VA (Fully on-site) Industry: Commercial Property Management Type: Contract (4-5+ month contract) Pay: $20 - $22hr / hour (depending on experience) Work Schedule: Monday-Friday 8am-5pm Abou...
Recommended
-
Executive Assistant
San Francisco Metro Area, California
Job Title: Executive Assistant Location (city, state): San Francisco, CA (Hybrid – 4 days onsite, 1 remote Friday) Industry: Private Equity / Professional Services Pay: $120,000 - $140,000 annually, depending on experience Benefits: This position is el...
Recommended
-
Senior Project Manager (Architecture)
Phoenix, AZ
Job Title: Senior Project Manager (Architecture) Location (city, state): Phoenix, AZ Compensation: $120,000 – $155,000 base salary + discretionary bonus Industry: Architecture Benefits: This position is eligible for: Medical, dental, and vision coverag...
Recommended
-
Temporary Litigation Legal Administrative Assistant
Vallejo-Fairfield Metro Area, California
Job Title: Temporary Litigation Legal Administrative Assistant Location (city, state): Vacaville, CA (Onsite) Industry: Legal Services Pay: $35–$39/hour (depending on experience) Benefits: This position is eligible for medical, dental, vision, and 401(...
Recommended
-
Administrative Assistant
Waco, TX
Job Title: Administrative Assistant Location: Waco, TX Work Schedule: Monday – Friday, standard business hours Type of Employment: Contract Compensation: $17 - $18 / Hour Industry: Professional Services Benefits: This position is eligible for medical, ...
Recommended
-
Customer Service Representative
Northbrook, IL
Job Title: Customer Service Representative Location (city, state): Northbrook, IL Hybrid – In-Office (Training onsite) Industry: Electrical & Electronic Manufacturing Pay: $24 – $26 / hour Benefits: This position is eligible for medical, dental, vision...
Recommended
-
Administrative Assistant
Waco, TX
Job Title: Administrative Assistant Location (City, State): Waco, TX Work Schedule: Monday – Friday, standard business hours Type of Employment: Contract Compensation: $17/hr - $18/hr Industry: Professional Services Benefits: Dental/Vision/Health after...
Recommended
-
Head of Quantitative Research Senior Data Architect
Lanham, MD
Title: Head of Quantitative Research / Senior Data Architect (Confidential – Manufacturing & AI Transformation) Location: REMOTE EST or Mid-Atlantic Region Salary Range: $170,000 – $250,000 Base Salary + Profit Sharing Benefits: Health, Dental, Vision,...
Recommended
-
Sales Arborist
Albuquerque, NM
Job Title: Tree Care Business Developer Location: Albuquerque New Mexico Pay: $70,000 - $80,000 + commissions The Tree Care Service (TCS) Business Developer (BD) manages the tree care services pipeline from prospecting to closing. The TCS Business Deve...
Recommended
-
Sales Arborist
Woodinville, WA
Job Title: Tree Care Business Developer Location: Woodinville, WA Pay: $80,169 - $105,000 The Tree Care Service (TCS) Business Developer (BD) manages the tree care services pipeline from prospecting to closing. The TCS Business Developer collaborates w...
Recommended
-
Tree Care Business Developer
The Woodlands, TX
Job Title: Tree Care Business Developer Location: The Woodlands, TX Pay: $75,000 - $80,000 + Commissions The Tree Care Service (TCS) Business Developer (BD) manages the tree care services pipeline from prospecting to closing. The TCS Business Developer...
Recommended
-
Attorney Support Assistant
Washington, DC
Job Title: Attorney Support Assistant Industry: Legal Services Location (city, state): Washington, DC Assignment Type: Direct Hire Pay: $90,000 - $110,000 annually (depending on experience) Work Schedule: Hybrid schedule, Monday through Thursday onsite...
Recommended
-
Billing Manager
Denver, CO
Billing Manager - Denver, CO (Hybrid, in-office) Salary: $110-125K, based on experience Benefits: This position may be eligible for health, dental, vision, insurance, and 401(K). We are seeking a Billing Manager to lead a billing department and oversee...
Recommended
-
Legal Assistant
Denver Metro Area, Colorado
Job Title: Legal Assistant (Corporate) Location: Englewood, CO Industry: Legal – Corporate & Real Estate Pay: $38 – $43 per hour +quarterly bonus potential Benefits: The position is eligible for medical, dental, vision, and 401(k). About Our Client: Ad...
Recommended
-
Paralegal
Reston, VA
Job Title: Paralegal Location (city, state): Fairfax, VA (Onsite) Industry: Law Firm Type: Contract (4+ month contract) Pay: $26 - $30 / hour (depending on experience) Work Schedule: Monday-Friday 8am-5pm About Our Client: Our client is a reputable and...
Recommended
-
Procurement Administrator
Villanova, PA
Position Title: Procurement Administrator Location: Main Line, PA Assignment Type: Contract Compensation: $23 - $25 / hr Work Schedule: Monday–Thursday, 9:00 AM – 5:00 PM (summer schedule) On-Site or Hybrid: Fully On-Site Benefits: This position is eli...
Recommended
-
Membership Manager
Arlington, VA
Job Title: Membership Manager Industry: Professional Association / Membership Services Location (city, state): Arlington, VA Assignment Type: Direct Hire Pay: $110,000 - $115,000 annually (depending on experience) Work Schedule: Monday – Friday | Stand...
Recommended
-
Head of Engineering - SF
San Francisco, CA
Title: Head of Engineering (Confidential – High-Growth AI Startup) Location: San Francisco, CA (Onsite/Hybrid) Salary Range: $190000 – $250000 / Year + Equity + Performance Bonus Benefits: Health, Dental, 401K Position is not eligible for sponsorship W...
Recommended
-
Legal Administrative Assistant
District of Columbia
Job Title: Legal Administrative Assistant Location (city, state): Boston, MA (Hybrid) Industry: Legal Services Pay: $90,000 – $105,000 /yr Benefits: This role is eligible for a comprehensive benefits package including healthcare coverage, PTO, and reti...
Recommended
-
Administrative Assistant to VP
Chicago, IL
Job Title: Administrative Assistant to VP Location: Chicago, Illinois - Southside Industry: Nonprofit / Healthcare Compensation: $25–30/hour Work Schedule: Monday–Friday, 9:00 AM–5:00 PM | Hybrid Schedule (3 days onsite, 2 days remote) Benefits: This p...
Recommended
-
Administrative Assistant
Gaithersburg, MD
Job Title: Administrative Assistant Industry: Professional Services Location: Gaithersburg, MD Assignment Type: Contract Pay: $19 - $21 / Hour Work Schedule: 40 hours/week, onsite in Gaithersburg Benefits: This position is eligible for medical, dental,...
Recommended