Sign upLog in

Financial Advisor

Strategies For Wealth Management Ll

Shelton, CT

Apply
JOB DETAILS
SKILLS
Annuities, Communication Skills, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Customer Training, Dental Insurance, Establish Priorities, Fiduciary, Financial Analysis, Financial Planning, Financial Strategy, Health Insurance, Healthcare, Income Tax, Industry/Trade Analysis, Insurance, Insurance Sales, Licensing, Life Insurance, Long-Term Care, Loss Prevention, Management Strategy, Mentoring, Retirement Plan, Retirement Planning, Risk, Risk Management, Sales, Series 65, Short Sales, Strategic Analysis, Strategic Planning, Team Player, Training/Teaching, Vision Plan, Wealth Management
LOCATION
Shelton, CT
POSTED
20 days ago
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. 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 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.
  • Continuous Learning & Development – Ongoing training, mentorship, and professional development to help you stay ahead in an evolving industry.
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 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.

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!

About the Company

S

Strategies For Wealth Management Ll

Resume Resources

Free Resume TemplatesFree Resume Builder