Financial Sales Consultant

Geared towards entry-level candidates looking to build a practice in financial services

Stamford, Westport or Fairfield, CT (in-office to hybrid flex)

Location Requirement

Must live in Fairfield County, CT or immediate surrounding areas. (No Manhattan, Long Island, NJ or outside the Tri-State.)

About the Role:

Make a real impact on clients’ lives by crafting holistic financial plans - investments, retirement, insurance, tax strategies and more.

• Own your book of business from day one and watch it grow: 97% year-over-year client retention means predictable, recurring revenue.
• Enjoy uncapped earning potential with a guaranteed: 37K launch stipend in Year 1 and OTE projections of $80K–$110K Year 1 l $150K–220K Year 3 l $200K–$300K Year 5.
• Tap into multiple income streams - commissions, renewals, advisory fees and passive revenue as you build long-term relationships.

How We’ll Set You Up to Win

• Award-winning training & mentorship - learn side-by-side with 17 of Connecticut’s top 34 Forbes-ranked advisors.
• Joint-work program: hands-on support during your critical first year.
• Full sponsorship for life & health insurance licenses plus SIE, Series 6/7/63/65 and top designations (CFP®, ChFC®, CLU).
• Proprietary financial planning software, marketing resources, and a deeply collaborative culture.

Who You Are

• A confident communicator and natural networker - people trust you and your advice.
• Driven, entrepreneurial, and excited to build something of your own.
• A bachelor’s degree is preferred, but your ambition and track record matter most.
• Sales, business-development, athletic or military experience a plus.
• Licensed? Great! If not, we’ll help you get there.

Benefits & Perks

• Comprehensive medical, dental, vision, life & disability coverage
• 401(k) + pension plan with company match
• Flexible schedule & remote work after initial ramp
• Dedicated career path - hire your own team or launch your own office in 5+ years