Financial Advisor

Job descriptionAt Strategies for Wealth Management, we help clients Protect, Preserve, and Grow their wealth so they can enjoy a Rock Solid Retirement. Our focus is on ensuring that pre-retirees and retirees (50+) have the financial security, guaranteed income, and risk protection they need to retire with confidence. We are looking for a Financial Advisor who is passionate about retirement planning and enjoys guiding clients toward financial security. At Strategies for Wealth Management, we believe that retirement should be stress-free, simple, and secure"”and we're committed to helping our clients achieve that every step of the way. What You'll Do As a Financial Advisor - Insurance Specialist at Strategies for Wealth Management, you will play a crucial role in helping clients Protect, Preserve, and Grow their wealth by designing insurance-based financial solutions for a secure retirement. Your responsibilities will include:Educate & Advise Clients - Guide pre-retirees and retirees (50+) on insurance strategies that provide long-term financial security, including annuities, life insurance, and long-term care solutions.Develop Customized Strategies - Assess clients' financial situations and create tailored plans to help them reduce market risk, secure guaranteed income, and minimize tax liabilities.Protect Retirement Savings - Help clients avoid common retirement pitfalls such as outliving their savings, unexpected healthcare costs, and market downturns.Build Long-Term Relationships - Act as a trusted advisor, providing ongoing guidance to ensure clients stay on track with their financial goals.Stay Informed - Keep up with the latest insurance products, industry trends, and financial strategies to offer best-in-class solutions that align with clients' needs.Collaborate with Our Team - Work closely with our financial planning professionals to integrate insurance solutions into comprehensive retirement plans.What We're Looking For At Strategies for Wealth Management, we are looking for a dedicated and client-focused Financial Advisor - who shares our mission to Protect, Preserve, and Grow our clients' wealth. The ideal candidate will have:✅ Experience: 2+ years in financial advising, insurance sales, or wealth protection strategies, with a focus on annuities, life insurance, and long-term care planning.✅ Licensing: Active Life & Health Insurance License (Series 65 or CFP® is a plus but not required).✅ Client-First Mentality: A fiduciary mindset, prioritizing long-term client relationships over short-term sales.✅ Strong Communication Skills: Ability to explain complex financial concepts in a way that is clear, simple, and relatable to pre-retirees and retirees.✅ Passion for Retirement Planning: A deep understanding of retirement income strategies, asset protection, and risk mitigation.✅ Self-Motivated & Results-Driven: Ability to manage client relationships independently while being an integral part of a collaborative team.✅ Ethical & Professional Approach: High integrity, a strong work ethic, and a commitment to putting clients' best interests first.✅ Growth-Oriented Mindset: Eager to learn, adapt, and grow in an evolving industry with access to the latest tools and strategies. What We OfferAt Strategies for Wealth Management, we provide a supportive, client-focused environment where you can grow your career while making a real impact on the lives of pre-retirees and retirees. As part of our team, you'll benefit from:Turnkey Process & Proven Strategies - Leverage a structured approach that simplifies client success and builds long-term financial security.Unlimited Growth Potential - Competitive base salary + performance-based incentives, with opportunities to expand your book of business in a supportive, non-sales-driven culture.Access to Top-Tier Products & Tools - Work with leading insurance carriers and financial solutions to provide clients with the best possible strategies for protecting, preserving, and growing their wealth.Continuous Learning & Development - Ongoing training, mentorship, and professional development to help you stay ahead in an evolving industry.Team-Oriented Environment - Join a collaborative, ethical, and client-first team that values education over sales pressure and long-term relationships over transactions.No Cold Calling or High-Pressure Sales - Focus on building relationships with clients who genuinely need guidance and value a conservative approach to wealth management.Work-Life Balance & Flexibility - A supportive, flexible work environment that allows you to serve clients effectively while maintaining a healthy balance between work and personal life.Health Benefits, Dental, VisionIf you're looking for a career where you can truly help clients secure their future while growing professionally in a values-driven firm, we'd love to hear from you!Job Type: Full-timePay: $91,750.00 - $106,955.00 per yearBenefits:Health insuranceCompensation Package:Bonus opportunitiesCommission payWork Location: In person

Created: 2025-02-23