Regional Wealth Advisor

M3 Placement•Cooperstown, NY

12d

About The Position

Strategic Financial Services is seeking experienced financial advisors to join its growing Upstate New York team. This opportunity is for advisors seeking a collaborative, client-focused firm with support beyond a production platform. Strategic is an independent, fee-only, employee-owned fiduciary firm with a team-based operating model and established infrastructure. Advisors receive support from professionals in financial planning, investments, operations, client service, compliance, 401(k) plans, and business development so they can focus on building relationships and helping clients. The role offers opportunities for increased responsibility, leadership development, long-term career growth, and potential partnership. Successful Lead Advisors can grow into a Senior Advisor role leading their own team. Strategic emphasizes collaboration, mentorship, continuous learning, and shared accountability. The firm has 19 employee owners, more than 45 people, and over $3 billion in assets under management; it was founded in 1979 and is headquartered in Utica, New York. Primary locations are Albany/Saratoga, Rochester, and Syracuse, with additional locations in Binghamton, Watertown, Cortland/Ithaca, and Oneonta/Cooperstown. Lead Advisor compensation includes a base salary of $95,000–$135,000, incentive compensation, and partnership opportunities. Strategic Financial Services is an Equal Opportunity Employer.

Requirements

At least 3 years of experience in wealth management, financial planning, investment advisory services, or a related field.
Passion for helping clients achieve their financial goals.
Strong relationship-building and communication skills.
Established professional networks within local communities.
A growth mindset and desire to contribute to business development efforts.
Interest in leadership, mentorship, and long-term career progression.

Nice To Haves

CFP® professional credential.
Experience as a Financial Advisor, Wealth Advisor, Relationship Manager, or Associate Advisor ready to advance.

Responsibilities

Build relationships with clients and help them achieve their financial goals.
Contribute to business development efforts.
Develop professional relationships with local centers of influence, including CPAs, attorneys, business owners, and other referral partners.
Pursue increased responsibility, leadership development, and long-term career growth.
As a Senior Advisor, lead an advisor team.