Wealth Preservation Advisor

Reposted 4 Days Ago
Be an Early Applicant
Providence, RI
In-Office
Entry level
Fintech • Software • Financial Services
The Role
As a Wealth Preservation Advisor, you will conduct analyses to inform business strategies, identify optimizations for workflows, collaborate on initiatives, and present findings to stakeholders.
Summary Generated by Built In
Join Our Team as a Wealth Preservation Advisor – Drive Growth, Shape the Future!

Are you a forward-thinking professional who thrives on solving complex challenges and delivering impactful business solutions? We’re seeking a results-driven Wealth Preservation Advisor to join our expanding insurance and financial services team. In this role, you’ll work directly with leadership and cross-functional teams to develop data-driven strategies that drive growth, improve performance, and enhance client value.

Why You’ll Love This Role:

💼 Comprehensive Training & Support – Whether you’re experienced or looking to transition into consulting, we provide the mentorship and tools to help you thrive.
Flexible Work Options – Full-time or part-time opportunities with remote or hybrid flexibility.
📈 High-Impact Work – Influence organizational direction and deliver strategic value across departments.
💰 Competitive Compensation – Base pay plus performance-based incentives and growth bonuses.

What You’ll Do:
  • Conduct market, operational, and competitive analysis to inform business strategies.
  • Identify opportunities to optimize workflows, enhance client engagement, and improve profitability.
  • Collaborate with cross-functional teams to design and implement strategic initiatives.
  • Translate complex data and trends into clear, actionable insights and recommendations.
  • Support organizational planning, growth forecasting, and performance measurement.
  • Present strategic findings and plans to leadership and key stakeholders.
Ideal Candidate Profile:

✔ Strong analytical and problem-solving skills
✔ Excellent communication and presentation abilities
✔ Strategic thinker with a business development mindset
✔ Comfortable working independently and collaboratively in a fast-paced environment
✔ Experience in management consulting, business strategy, operations, or finance is a plus (but not required)

Perks & Benefits:

✅ Paid training and continuous professional development
✅ Health insurance and retirement plan options
✅ Incentive bonuses and recognition programs
✅ Career growth into leadership, project management, or enterprise strategy roles

🚀 Ready to Drive Strategy That Fuels Success?

If you’re passionate about making an impact and helping organizations grow smarter, faster, and stronger—we’d love to meet you.

👉 Apply now to join us as a Wealth Preservation Advisor—where your vision drives transformation, and your ideas shape the future.

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The Company
HQ: Lumberton, North Carolina
4 Employees
Year Founded: 2022

What We Do

The Strickland Group, led by Triston Strickland, is a premier agency in the Life Insurance Industry. Over the years, we’ve grown rapidly by putting our agents first and helping clients secure their financial futures.

VISION: Build, Equip, and Empower agents to achieve impact, freedom, and success.

MISSION:

Provide agents with the tools, training, and mindset to thrive.

Create a culture rooted in honor, growth, grit, and accountability.

Serve with excellence, integrity, and measurable impact.

We believe our business model is the best-kept secret in sales and the key to building lasting wealth.

Discover How Top Sales Professionals Are Breaking Free From the Traditional Income Model

This is only possible in the cash- and time-rich financial services industry.

If you’re an ambitious salesperson ready to break free from burnout and create a business that works for you, let’s talk.

Imagine This:

Meet clients only 2–3 times per week (virtually).

Earn $75K/year on average, $150K/year if skilled, $300K/year as a top performer.

What We DON'T Do:

60+ hour work weeks

Cold calling

Endless networking

Constant prospecting

What We DO:

Help you start part-time or full-time, building your own scalable business.

Provide the best products in today’s financial marketplace.

Hire performers, not backgrounds—we care about your drive and success.

Offer top commission rates, no income cap, plus monthly bonuses and trip incentives.

How We Make It Happen:
We’ve developed a proven, plug-and-play system that streamlines your sales process, letting you focus on what you do best—helping clients and growing your business. Our proprietary lead generation ensures you spend your time with clients ready to move forward.

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