Join Our Team

Strategy Financial Group is more than just a financial planning firm – we are a vibrant, close-knit family dedicated to helping our clients thrive in retirement.

We Live By Our Values

Our values are embedded in all we do, from hiring and culture to our client services.

We have a growth mindset.

We do the right thing

We have a commitment to excellence

We put people first.

We are a family.

Some of the Benefits We Offer

We are large enough (and growing) to offer growth opportunities to our associates

Our leadership is nimble and takes our associates’ feedback to improve how we serve our clients.

We offer excellent benefits (including medical, dental, vision, life, disability).

Matched 401(k) — because we want our associates to build wealth toward retirement just like our clients.

Half-day Fridays all year round.

We are always looking for talented individuals in these roles

Job Department

Wealth Advisor
Location: Phoenix

Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you!

Relationship Manager
Location: Peoria

If you enjoy working closely in a cooperative team environment, developing custom financial plans for prospects, constantly challenging yourself and providing superior customer service and expertise, we would like to talk to you! Our well-established and growing financial firm in Peoria, Arizona is seeking to add an experienced Relationship Manager to the team! The ideal candidate for this role will be someone who has the desire to work in the industry long-term and contribute to the growth of our business.

Sales Manager
Location: Phoenix Metro Area

We’re growing — and looking for a Sales Leader who builds people, not just pipelines. At Strategy Financial Group, we’re an EOS-aligned financial services firm on a mission to help clients achieve financial confidence — and we’re looking for our first-ever Sales Manager to take our growth and advisor development to the next level.

Grow Your Career With Strategy Financial Group

If you are looking for a great opportunity to work with a dynamic, fast-growing company, please contact recruiter@strategyfinancialgroup.com or complete the form below.