JOIN OUR TEAM

Join A 50-Year Legacy—And Build Yours Here

SBIA has guided clients and financial professionals for decades, combining national strength with a strong New England presence. Join a team that values independence, collaboration, and lasting client relationships. With our established brand, dedicated support, and comprehensive solutions, you can grow your practice with confidence while focusing on what matters most—your clients.

Partner With A Dependable Name Since 1979

SBIA has been part of the financial and insurance landscape for over 50 years, licensed in all 50 states and deeply rooted in New England from our Worcester, Massachusetts location. When you join this team, you can benefit from our national resources, our established, respected brand, and a local presence that clients already recognize and rely on.

Be In Business For Yourself—But Never By Yourself

As a financial professional in the SBIA Wealth family, you’ll enjoy access to internal referral networks, established client bases, and tools to expand your reach. You can gain the freedom to grow your practice on your terms, with the backing of a firm designed to support and champion your success, every step of the way.

Work Alongside a Collaborative, Client-Centered Team

We believe clients come first, always. Discover the impact you can have when you work as part of a collaborative team that values shared expertise, open communication, and coordinated planning. By connecting specialists across wealth and insurance, we empower you to deliver better, more comprehensive services, while fostering an environment where you can thrive alongside your clients.

A Home For Every Stage Of Your Career

From seasoned financial professionals to those starting out, we’ve built an environment where financial professionals from all backgrounds find the independence, support, and growth they’re seeking. If you value independence, client-first service, and the support of a collaborative team, SBIA might be a good fit for you.

Experienced Advisors

Starting Out Advisors

Wirehouse Advisors

Exiting & Transitioning Advisors

Second Career Advisors

Book Acquisition

Be Your Clients’ First Phone
Call. Every Time.

At SBIA Wealth, you’ll have access to a full suite of wealth and insurance solutions designed to
meet diverse client needs. Deliver coordinated strategies that protect, grow, and transition
wealth—without sending clients elsewhere.

Join SBIA Wealth

Tools And Support To Grow Your Practice

Compliance Assistance

Navigate regulations with confidence through our proactive compliance team, ensuring you and your clients are protected.

Practice Development

Access coaching, resources, and proven growth strategies that help you build efficiency and expand your client base.

Back Office Support

Rely on dedicated staff to help you optimize operations and lighten your administrative load, so you can focus on serving your clients.

New Client Onboarding

Take advantage of streamlined systems and team guidance to make onboarding seamless, setting a professional tone from the very first interaction.

Competitive Commissions

Earn compensation that reflects your work, with transparent structures designed to reward growth and long-term relationships.

About SBIA Wealth

Learn the story behind our New England roots and 50+ years of trusted guidance.

Learn More About Our Firm

What We Offer

See how our comprehensive solutions can support your growth.

Explore Our Services

Let’s Connect

Talk with our team and see how we can simplify your financial life. 

Contact Us Today