Financial Advisor Position Available In Greater Bridgeport Planning Region, Connecticut

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:

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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, 401k 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!