Financial Advisor
24 days ago
Shelton
Job DescriptionBenefits: • Bonus based on performance, • Competitive salary, • Dental insurance, • Health insurance, • Paid time off, • Training & development 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 secureand were committed to helping our clients achieve that every step of the way. What We Offer • Medical, 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. 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.