About this opportunity
William Joseph Capital Management, Inc. lists this Senior Wealth Advisor opportunity in city of binghamton, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
William Joseph Capital Management, a registered investment advisory firm, is seeking an experienced Senior Wealth Advisor to join our team in an existing client base in New York's Southern Tier.
This is a rare opportunity to step into an established client base from a retiring advisor. You'll start with meaningful relationships from day one and have unlimited upside to grow from there. We're looking for an advisor who will care for the clients they inherit and who has the drive to bring new families to the firm.
WHAT will you be doing?
Serve and Retain an Established Client Base
Build trust with the clients of a retiring advisor and ensure a smooth, thoughtful transition
Serve as the lead advisor and primary point of contact for client households
Deliver responsive, client-first service that keeps relationships strong for the long term
Grow the Practice
Develop new client relationships through referrals, community involvement, and business development
Expand the practice in Binghamton and the Hudson Valley
Lead financial planning conversations covering retirement, investments, and overall financial goals
Translate complex financial topics into clear, actionable recommendations
Qualifications
10+ years of experience in the financial services industry as financial advisor or working with financial advisors
Proven ability to bring in new clients (an existing book is not required)
Willingness to travel between our Binghamton and Goshen offices as needed
WHAT can you expect from a career at William Joseph?
Founded in 2015, William Joseph Capital Management is headquartered in Connecticut, manages approximately $1 billion in client assets, and works with advisors nationwide. Our long-standing motto is simple: Make it easy to service, easy to grow. We've built a collaborative culture that puts clients first, so you can focus on advice and relationships.
Compensation and Benefits
Base salary: $200,000, supported by the inherited client base
Additional production-based compensation on new assets you bring in, with unlimited upside
WHERE will you be working? (Hybrid / Some travel)
Primary office: Binghamton, NY
Secondary office: Goshen, NY (travel as needed)
William Joseph Capital Management is an equal opportunity employer.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.