Associate - Insurance Strategist

A leading wealth management platform is seeking an experienced Advanced Insurance Planning Strategist to support Wealth Advisors and their high-net-worth clients. This role will focus on designing and implementing life insurance and annuity strategies that support broader wealth planning objectives, including estate planning, wealth transfer, and risk management.

This individual will act as a subject matter expert for advisors, helping structure complex planning cases and identifying opportunities to enhance client outcomes through thoughtful insurance planning.

• Partner with Wealth Advisors to design life insurance and annuity strategies for high-net-worth clients
• Develop planning concepts related to estate planning, wealth transfer, income protection, and liquidity planning
• Analyze in-force policies and recommend adjustments to align with evolving client goals
• Support case design, underwriting coordination, and implementation of insurance strategies
• Educate advisors and internal teams on advanced insurance planning concepts and product developments
• Identify protection gaps and planning opportunities within existing client relationships

• 3–5+ years of experience in life insurance and annuity planning
• Strong understanding of advanced planning concepts such as estate planning, wealth transfer, and income protection strategies
• Experience supporting financial advisors or working with high-net-worth clients
• FINRA Series 7 or Series 6 preferred
• Life Insurance License required
• Designations such as CFP, CLU, or ChFC are a plus
• Strong communication and presentation skills with the ability to explain complex planning strategies clearly

Cohoes, NY or Irving, TX

If you have experience in advanced insurance planning and enjoy partnering with advisors to develop thoughtful client strategies
, this could be a great opportunity to make an impact within a growing wealth management platform.