Financial Advisor

Strategies For Wealth Management Ll; Shelton (CT); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Bonus based on performance

Health insurance

Dental insurance

Vision insurance

Paid time off

Training & development

Job summary

A leading wealth management firm in Connecticut is looking for a Financial Advisor – Insurance Specialist to guide clients on insurance strategies for secure retirement. The role involves educating clients, developing customized financial plans, and building long-term relationships. Ideal candidates should have a background in financial advising with strong communication skills and a client-first mentality. The firm offers a supportive environment with competitive pay and ongoing professional development.

Qualifications

• 2+ years in financial advising or insurance sales.
• Ability to explain complex financial concepts clearly.
• Experience with retirement income strategies.
• Strong communication to explain complex financial concepts clearly.

Responsibilities

• Educate and advise clients on insurance strategies.
• Develop customized plans for financial security.
• Build long-term relationships with clients.
• Build long-term client relationships with ongoing guidance.
• Stay informed on new products and strategies; collaborate with planning team.

Skills

Client-First Mentality

Strong Communication Skills

Self-Motivated & Results-Driven

Ethical & Professional Approach

Passion for Retirement Planning

Growth-Oriented Mindset

Education

Active Life & Health Insurance License

Series 65 or CFP (not required)

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 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!