Financial Advisor
Strategies For Wealth Management Ll
- Shelton, CT
- $100,000-250,000 per year
- Permanent
- Full-time
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Training & development
- Vision insurance
- 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.
✅ 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