Financial Advisor - Insurance & Wealth Management

Position Overview

We are seeking a motivated, client-focused Financial Advisor to join our growing team. This individual will be responsible for developing new business, building client relationships, and providing comprehensive financial solutions across life insurance, annuities, and wealth management.

The ideal candidate will have an established foundation in financial services, the ability to generate new business, and the knowledge and licensing necessary to work across both insurance and investment products. This role offers the opportunity to build and grow a personal book of business while helping individuals, families, and business owners achieve their financial goals.

What We're Looking For

We are looking for an entrepreneurial-minded financial professional who is passionate about helping clients navigate their financial futures while building a successful practice of their own.

The ideal candidate is comfortable generating business, developing relationships, and identifying opportunities to deliver comprehensive financial solutions. Someone who values independence, takes ownership of their growth, and is interested in expanding their practice across insurance and wealth management will thrive in this opportunity.

The Opportunity

• Opportunity to build and grow your own book of business.

• Access to a broad range of life insurance, annuity, and wealth management solutions.

• Resources, infrastructure, and professional support to help grow your practice.

• Opportunities for professional development and long-term career advancement.

• A collaborative environment focused on client relationships and sustainable business growth.

Key Responsibilities

• Develop and grow a client base through prospecting, networking, referrals, and relationship development.

• Generate new business through the sale of life insurance, annuities, and investment products.

• Identify client needs and provide tailored financial strategies aligned with their short- and long-term objectives.

• Develop and maintain relationships with individuals, families, and business owners.

• Provide wealth management services, including investment recommendations, portfolio development, and ongoing account management.

• Conduct client meetings and financial reviews to evaluate changing needs and financial objectives.

• Identify opportunities to expand existing client relationships through additional insurance, retirement, and investment solutions.

• Maintain ongoing communication with clients and provide consistent service throughout the client relationship.

• Stay informed on financial markets, investment products, insurance solutions, and industry developments.

• Maintain accurate client records and ensure all business activities adhere to applicable regulatory and compliance requirements.

• Take ownership of business development activities and consistently work toward production and growth objectives.

Required Qualifications & Licensing

• Active New York State Life, Accident & Health Insurance License.

• SIE (Securities Industry Essentials) certification.

• Active Series 7 registration.

• Active Series 66 registration.

• Previous experience in financial services, wealth management, insurance, or investment advisory services.

• Demonstrated ability to develop client relationships and generate new business.

• Strong understanding of life insurance, annuity products, and investment solutions.

• Excellent communication, relationship-building, and presentation skills.

• Self-motivated with strong business development and organizational capabilities.

• With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.
• Fortune 500 Company - Backed by the strength and support of a nationally recognized company.
• Forbes America's Best Insurance Companies Permanent Life 2025.
• Mission Driven - "Do good. Be good. Make good."