Wealth Management Advisor

Job Description

Job Description

Transform your ambitions into real achievement.

Are you searching for a chance to grow a fulfilling career in the financial world, even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you’ll guide individuals, families, and business owners in creating strategies to reach their long-term financial objectives. With our structured training program, you’ll develop the knowledge and expertise needed to succeed while building a career that truly makes a difference.

What We Provide:

• The flexibility to shape your own career through a hybrid work setup—enjoy remote work combined with in-person training, team collaboration, and continuous support from a Forbes-recognized top insurance company.
• A full benefits package, including medical, dental, and vision coverage, a 401(k) plan, and group life insurance.
• A training stipend, along with performance-based bonuses.
• Weekly team meetings and lunch and learns
• Company-funded professional growth and licensing opportunities.
• Room for career progression: We’re seeking motivated individuals who want to grow professionally and step into leadership roles over time.
• Mentorship with our advisors to help get you running within your first year.
• Networking events that allow you to grow your career and meet potential new clients.
• Lunch and learns to keep up with new products and services.

No background in finance? That’s completely fine.

• More than 90% of our leading advisors began their careers in areas such as Real Estate, Accounting, Education, and other non-financial fields, such as sales
• We will train you and provide you with mentorship that will make you successful
• Will teach you how to network and build a book of business.
• If you’ve found success in your current profession and are ready for a new opportunity, we’ll equip you with the training, tools, and mentorship you need to excel in financial services.

Applicants must be within commuting distance to Hauppauge, NY. We will not be accepting applicants from out-of-state applicants, as you need to be in the office for meetings.

$80,000 OTE

• Offer solutions in insurance, asset accumulation, and retirement planning.
• Develop client relationships and provide tailored financial strategies.
• Work within a hybrid model, attending in-person meetings and training sessions as required.
• Follow a leadership advancement track with career growth opportunities.
• Maintain licensing and keep licenses up to date each year.
• Working with an experienced mentor who has been in the industry for 3-5 years.

• Strong interpersonal and communication skills.
• Self-motivated, coachable, and driven to succeed.
• No prior financial experience is required, and comprehensive training is included.
• Competitive mindset with a history of leadership or achievement.
• Must be authorized to work in the US.
• Willing to get licensing in the first year of hire.

• 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."