What are the responsibilities and job description for the Financial Advisor position at Strategies For Wealth Management Ll?

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 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 were committed to helping our clients achieve that every step of the way.

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.

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 We Offer

At 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, youll 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, Vision

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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