DescriptionFinancial Advisor - Insurance & Wealth ManagementPosition OverviewWe 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 ForWe 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.
Responsibilities$4b
QualificationsRequired 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.
