Financial Advisor​/Life insurance Agent

Financial Advisor / Life Insurance Agent – Wealth Management | $75K–$110K | Melville, NY (On-Site)

The Horizon Group is seeking an experienced Life Insurance Agent or Financial Planner to join our client’s growing wealth management team in Melville, NY.

Do you love financial planning but hate cold calling and hard selling?

This role is ideal for a client-focused advisor who wants to service and grow an existing book of high-value clients, collaborate with senior advisors, and focus on delivering thoughtful, comprehensive financial guidance.

This position also offers a clear path to equity ownership, providing long-term career growth and partnership potential within a supportive, team-oriented firm.

• Job Title: Financial Advisor / Life Insurance Agent
• Job Type: Full-Time
• Compensation: $75,000 – $110,000 base + bonus

• Manage and service an established book of affluent clients, ensuring financial plans evolve with life changes and market conditions
• Conduct detailed financial analysis, including:
• Retirement planning and projections
• Risk management and insurance planning
• Develop and implement customized financial plans using firm-supported tools and resources
• Collaborate closely with senior advisors on complex planning cases
• Stay current on market trends, regulatory updates, and industry best practices
• Participate in supported business development efforts to expand the firm’s client base

• 3+ years of experience as a Financial Advisor, Financial Planner, or Life Insurance Agent (wealth management preferred)
• Active FINRA Series 6 or 7 and Series 66 (or equivalent)
• Active Life & Health Insurance license required
• Proficiency with financial planning tools (e.g., eMoney, Money Guide Pro ) and CRM systems
• Strong communication and relationship-building skills with high-net-worth clients
• Bachelor’s degree in Finance, Business, or a related field (advanced credentials a plus)
• Commitment to ethical standards and a client-first philosophy

• Immediate access to a large, established book of business
• Competitive compensation: base salary + performance bonus
• Equity ownership opportunity with a path to partnership
• Benefits package including:
• Health, dental, and vision reimbursement
• 401(k) with company match
• Paid time off (PTO)
• Professional development and licensing reimbursement
• Collaborative, mentorship-driven culture with experienced partners
• Ongoing education, conferences, and industry networking opportunities