Wealth Management Associate

About the role

As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

Enjoy the freedom to build your own career in a hybrid role—work remotely while benefiting from in-person training, team collaboration, and ongoing support from a Forbes Best Insurance Company.

Occasional in-office presence is required, so candidates must be local to Hauppauge, NY.

Responsibilities

• Provide financial guidance to clients (individuals, families, and businesses).
• Help clients achieve long-term financial goals.
• Build and grow a business with meaningful impact.

Benefits

• Comprehensive benefits package, including health, dental, and vision insurance.
• 401(k) plan and group life insurance.
• Training allowance and performance-based incentives.
• Company-sponsored professional development opportunities.
• Unlimited potential for advancement and leadership opportunities.

Pay

$100,000+ OTE (On-Target Earnings).

About the company

• A strong partner with over 175 years of stability and a legacy of helping families and businesses since 1848.
• Fortune 500 Company—backed by the strength and support of a nationally recognized organization.
• Recognized as one of Forbes America's Best Insurance Companies for Permanent Life (2025).
• Mission-driven with the motto: "Do good. Be good. Make good."

We can only consider applicants authorized to work in the United States, and we do not sponsor employment visas.