About this opportunity
M3 Placement lists this Regional Wealth Advisor opportunity in rochester, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Regional Wealth Advisor
Strategic Financial Services is seeking experienced financial advisors who are looking for more than a production platform. This is an opportunity to join one of the Northeast's most respected independent advisory firms and become part of a collaborative team that is committed to helping their clients, advisors and communities thrive.
Recognized as a #1 Best Place to Work for Financial Advisers, Strategic has spent more than four decades building a culture centered on exceptional client service, teamwork and professional growth. As Strategic continues to grow across Upstate New York, we're looking for a select, small number of advisors who want to make a meaningful impact while building the next chapter of their careers.
Why Advisors Choose Strategic
Many advisors reach a point where they want more support, greater collaboration, and a clearer vision for the future. Strategic offers a different path than many traditional brokerage and RIA firms. Strategic has three simple values: Serve, Grow and Live all to help fulfill a purpose of "…helping people live a great life."
A True Team-Based Approach
You won't be expected to do everything yourself. Advisors are supported by dedicated professionals across financial planning, investments, operations, client service, compliance, 401k plans, and business development. You can focus on what you do best and love: building relationships and helping people.
A Growth-Oriented Career Path
Whether you're an experienced lead advisor or an emerging advisor ready to take the next step, Strategic provides clear opportunities for increased responsibility, leadership development, and long-term career growth including partnership.
A Culture That Invests in People
Our success is built on collaboration, mentorship, continuous learning, and shared accountability. Advisors are surrounded by talented colleagues who challenge and support one another in pursuit of excellence.
Independence With Scale
Strategic is an independent fee-based employee-owned fiduciary with 19 employee owners and no private equity interest. Enjoy the flexibility and client-first philosophy of an independent advisory firm backed by an established brand, sophisticated infrastructure, and deep operational resources.
Long-Term Opportunity
For advisors seeking a lasting professional home, Strategic offers a platform designed for sustainable growth, continuity, and future leadership opportunities.
Who We're Looking For
We are interested in connecting with:
Financial Advisors | Wealth Advisors | Relationship Managers
CFP® Professionals
Associate Advisors ready to advance their careers
Successful Candidates Typically Possess:
5+ years of experience in wealth management, financial planning, investment advisory services, or a related field
A passion for helping clients achieve their financial goals
Strong relationship-building and communication skills
Established professional networks within their local communities
Relationships with centers of influence, including CPAs, attorneys, business owners, and other referral partners
A growth mindset and desire to contribute to business development efforts
An interest in leadership, mentorship, and long-term career progression
Compensation
Associate Advisor
$65,000 - $90,000 base salary
Incentive compensation opportunities
Lead Advisor
$95,000 - $135,000 base salary
Incentive compensation and partnership opportunities
About Strategic Financial Services
Strategic Financial Services is a $3B+ AUM independent, 45+ person, fee-only wealth management firm founded in 1979 and headquartered in Utica, New York, with a growing presence across Upstate New York. Strategic is 100% employee-owned with no private equity or outside shareholders. The firm combines the resources and capabilities of a scaled RIA with the culture, relationships and long-term orientation of an independent firm.
Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.
Worksite address
rochester, NY, 14600, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.