Lead Advisor

M3 Placement•Rochester, NY

6d•Hybrid

About The Position

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. 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.” 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. 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. Advisors are surrounded by talented colleagues who challenge and support one another in pursuit of excellence. 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. For advisors seeking a lasting professional home, Strategic offers a platform designed for sustainable growth, continuity, and future leadership opportunities.

Requirements

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