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Financial Advisor

Financial Advisor

Strategies For Wealth Management LlShelton, CT, US
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Job Description

Job Description

Benefits :

  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off
  • Training & development
  • Vision insurance

About Us Strategies for Wealth Management

At Strategies for Wealth Management , we help clients Protect, Preserve, and Grow their wealth. 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 were committed to helping our clients achieve that every step of the way.

What We Offer

  • Medica l, Dental, Vision, 401(k)
  • Salary Plus Commission
  • 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.
  • 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.

    • What Were 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 Youll 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.

    • If 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!

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    Financial Advisor • Shelton, CT, US