Financial Advisor

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 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 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, 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, 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!

Job Type: Full-time

Pay: $100,000.00 - $250,000.00 per year

Compensation Package:

• Commission pay

Experience:

• Financial planning: 2 years (Required)
• Sales: 1 year (Required)
• Insurance sales: 1 year (Required)

License/Certification:

• Life & Health Insurance License (Required)

Work Location: In person