Strategies for Wealth Management
Overview
Strategies for Wealth Management is hiring a Financial Advisor – Insurance Specialist to design insurance-based financial solutions for a secure retirement. We help pre-retirees and retirees (50+) with retirement planning and financial security. Responsibilities
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
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 clear, simple, and relatable way 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 Offer
Supportive, client-focused environment
where you can grow your career while helping pre-retirees and retirees. Turnkey Process & Proven Strategies
– A structured approach that simplifies client success and long-term financial security. Unlimited Growth Potential
– Competitive base salary + performance-based incentives, with opportunities to expand your book of business in a collaborative, non-sales-driven culture. Access to Top-Tier Products & Tools
– Work with leading insurance carriers and financial solutions to protect, preserve, and grow clients’ wealth. Continuous Learning & Development
– Ongoing training, mentorship, and professional development to stay ahead in an evolving industry. Team-Oriented Environment
– A collaborative, ethical, client-first team that values education over sales pressure and long-term relationships over transactions. No Cold Calling or High-Pressure Sales
– Build relationships with clients who genuinely need guidance and value a conservative approach to wealth management. Work-Life Balance & Flexibility
– Flexible work environment that supports serving clients while maintaining a healthy balance between work and personal life. Location & Compensation
Fairfield, CT • Base pay range:
$100,000.00/yr - $200,000.00/yr Job Type
Full-time Job Function
Finance and Strategy/Planning
#J-18808-Ljbffr
Strategies for Wealth Management is hiring a Financial Advisor – Insurance Specialist to design insurance-based financial solutions for a secure retirement. We help pre-retirees and retirees (50+) with retirement planning and financial security. Responsibilities
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
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 clear, simple, and relatable way 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 Offer
Supportive, client-focused environment
where you can grow your career while helping pre-retirees and retirees. Turnkey Process & Proven Strategies
– A structured approach that simplifies client success and long-term financial security. Unlimited Growth Potential
– Competitive base salary + performance-based incentives, with opportunities to expand your book of business in a collaborative, non-sales-driven culture. Access to Top-Tier Products & Tools
– Work with leading insurance carriers and financial solutions to protect, preserve, and grow clients’ wealth. Continuous Learning & Development
– Ongoing training, mentorship, and professional development to stay ahead in an evolving industry. Team-Oriented Environment
– A collaborative, ethical, client-first team that values education over sales pressure and long-term relationships over transactions. No Cold Calling or High-Pressure Sales
– Build relationships with clients who genuinely need guidance and value a conservative approach to wealth management. Work-Life Balance & Flexibility
– Flexible work environment that supports serving clients while maintaining a healthy balance between work and personal life. Location & Compensation
Fairfield, CT • Base pay range:
$100,000.00/yr - $200,000.00/yr Job Type
Full-time Job Function
Finance and Strategy/Planning
#J-18808-Ljbffr