Regional Wealth Advisor

M3 Placement • Oneonta, NY

13d

About The Position

Strategic Financial Services is seeking experienced financial advisors to join its growing, independent advisory firm and serve clients across Upstate New York. The position offers a collaborative, team-based environment with support from professionals in financial planning, investments, operations, client service, compliance, 401(k) plans, and business development, allowing advisors to focus on client relationships and helping people achieve their financial goals.

The role offers opportunities for increased responsibility, leadership development, long-term career growth, and potential partnership. Successful Lead Advisors can progress into a Senior Advisor role leading their own team. Strategic is a fee-only, fee-based, employee-owned fiduciary firm with established infrastructure and operational resources. The position may be based in the Albany/Saratoga, Rochester, or Syracuse areas, with additional locations in Binghamton, Watertown, Cortland/Ithaca, and Oneonta/Cooperstown.

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® certification or professional experience as a Financial Advisor, Wealth Advisor, Relationship Manager, or Associate Advisor ready to advance.
• Relationships with centers of influence, including CPAs, attorneys, business owners, and other referral partners.

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.
• Participate in a collaborative team environment and contribute to shared accountability.
• Pursue leadership, mentorship, and long-term career growth; successful Lead Advisors may progress to leading their own team as Senior Advisors.

Benefits

• Incentive compensation.
• Partnership opportunities.
• Dedicated support from teams across financial planning, investments, operations, client service, compliance, 401(k) plans, and business development.
• Leadership development and long-term career growth opportunities.
• Collaborative culture with mentorship and continuous learning.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed