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Wealth Advisor & Life Insurance Specialist — Equity Path

Job in Melville, Suffolk County, New York, 11775, USA
Listing for: The Horizon Group
Full Time position
Listed on 2026-02-14
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm is seeking an experienced Financial Advisor / Life Insurance Agent to manage an established book of high-value clients in Melville, NY. This role involves conducting detailed financial analysis and providing comprehensive financial guidance without the need for cold calling. Candidates should have over 3 years of relevant experience and required licenses, as well as strong communication skills.

The position offers a competitive salary and a path to equity ownership.
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