Job Description

POSITION SUMMARY

We are seeking a highly motivated Financial Advisor to join our team and specialize in retirement planning. The ideal candidate will have a strong understanding of financial planning principles, investment strategies, and retirement planning products. The role will involve providing comprehensive financial advice to clients, building strong client relationships, and achieving sales goals. This role requires a strategic thinker who can assess each client’s unique financial situation, goals, and risk tolerance, crafting tailored retirement plans that align with their aspirations. The ideal candidate will be highly motivated, results-oriented, and possess excellent organizational skills. No cold calling required!

ABOUT THE COMPANY

At Strategies for Wealth Management, we help clients protect, preserve, and grow their wealth with a focus on guiding pre-retirees and retirees (50+) toward a Rock Solid Retirement. Our mission is to provide financial security, guaranteed income, and risk protection so clients can enjoy a retirement that is stress-free, simple, and secure. We envision a future where every client has peace of mind knowing their wealth is protected, their income is preserved, and their legacy will endure for generations. Grounded in the core values of discipline, accountability, attentiveness, teamwork, and a positive attitude, we are committed to delivering personalized strategies that inspire confidence and long-term financial success

OBJECTIVES 

• Educate and advise pre-retirees and retirees (50+) on insurance-based financial strategies, including annuities, life insurance, and long-term care solutions.
• Develop customized retirement plans that reduce market risk, provide guaranteed income, and minimize tax liabilities.
• Build and maintain long-term client relationships based on trust, attentiveness, and consistent service.
• Convert pre-qualified leads into clients by conducting 5–10 sales appointments per week and following up diligently on seminar-generated prospects.
• Actively participate in company-hosted dinner seminars and outreach events to expand client engagement and acquisition.
• Collaborate with financial planning professionals to integrate insurance strategies into comprehensive wealth management plans.
• Ensure compliance with all industry regulations while managing client portfolios and recommending suitable products.
• Utilize CRM software to manage leads, track appointments, and document client interactions effectively.
• Stay current on industry trends, financial strategies, and insurance products to deliver best-in-class solutions.
• Consistently meet or exceed daily KPIs and monthly/quarterly sales targets while demonstrating the firm’s values of discipline, accountability, attentiveness, teamwork, and a positive attitude.

COMPETENCIES

• Strong ability to prospect, present, and close, with a track record (or demonstrated potential) of driving revenue growth.
• Self-motivated and results-oriented with the persistence to follow through on leads, appointments, and sales targets.
• Open to feedback, eager to learn, and able to quickly implement new techniques and strategies provided through training.
• Skilled at establishing trust and rapport with clients, creating long-term partnerships grounded in empathy and credibility.
• Ability to uncover client needs by asking the right questions and explaining solutions clearly and persuasively.
• Maintains a positive, solutions-oriented attitude when facing objections, challenges, or market changes.
• Works well with colleagues to integrate insurance solutions into comprehensive financial plans.
• Consistently follows through on commitments, meets KPIs, and manages time effectively.

EDUCATION AND EXPERIENCE

• 2+ years of experience in Financial Planning or other related experience is highly preferred.
• Health and Life Insurance License

COMPENSATION & BENEFITS

• First year OTE - $100k-200k annual
• Second year OTE - $200k-300k+ annual
• Base salary + commission
• Medical, dental, vision
• 401k
• PTO - Two weeks
• 9 company observed holidays
• Summer Fridays - Half days on Fridays in the summer
• Ongoing training and development
• Turnkey process & proven strategies for success
• No cold calling, leads are provided

PHYSICAL REQUIREMENTS

• Prolonged periods of time sitting at a desk or computer. 

COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Strategies for Wealth Management recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.

If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to dvalerio@cardoneventures.com Already a candidate? Please connect directly with your recruiter to discuss this opportunity.

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