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Financial Advisor

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Strategies for Wealth

Rye Brook, NY (In Person)

$350,000 Salary, Full-Time

Posted 1 day ago (Updated 55 minutes ago) • Actively hiring

Expires 6/17/2026

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Job Description

Experienced Financial Advisors Scale your practice with elite support and real opportunity You've built success. Now it's time to multiply it. If you're an experienced Financial Advisor looking for a firm that helps you grow - not limit you - Strategies for Wealth offers a platform designed to elevate high performers. We partner with advisors who want to expand their practice, deepen planning capabilities, and build something sustainable with the backing of a powerful, collaborative team. Who We Are Strategies for Wealth is a top-performing Guardian Wealth-affiliated firm with a strong presence in New York City and Westchester County . We take an uncommon approach to financial services - one built on long-term results, objective advice, and meaningful client relationships. Our advisors don't operate on islands. They scale through shared expertise, advanced resources, and leadership support , while maintaining autonomy over how they run their practice. We believe the best client outcomes happen when advisors are empowered, supported, and aligned with a firm that puts people first - clients and advisors alike. What You'll Be Doing Transition and grow an existing advisory practice Serve as a trusted advocate for clients by delivering customized financial strategies Expand revenue through complementary investment and insurance solutions Leverage firm resources to increase efficiency, scale, and client impact Collaborate with leadership on advanced planning, case design, and practice growth Build deeper, longer-lasting client relationships through referrals and community presence Maintain independence while benefiting from institutional-level support What We're Looking For Prior experience as a Financial Advisor Existing book of business preferred (typically $200K-$500K+ in recurring revenue ) Fully licensed in insurance and securities Proven prospecting and client development history Entrepreneurial mindset with a desire to own and grow a business Commitment to long-term client relationships and continued professional growth Compensation & Growth Competitive transition economics based on experience and book of business Commission-based compensation with significant upside Long-term income through renewals, recurring revenue, and expansion Access to: Defined benefit and retirement plans 401(k) with employer support Deferred compensation opportunities Comprehensive health, dental, vision, and disability benefits Earnings vary by production - advisors currently earn anywhere from mid-six figures to seven figures . Office & Flexibility In-office presence expected 1-2 days per week , especially early on Greater flexibility with emphasis on cultural integration Advisors are encouraged to spend time in-office to build relationships, momentum, and collaboration The Hiring Process The process is customized based on experience and background, but typically includes: Initial conversation with leadership Review of experience, production, and long-term goals Compensation and transition discussion Mutual alignment before extending an offer Why Strategies for Wealth Life-by-design philosophy - you own your time and income Elite training, development, and practice management support Objective, flexible wealth management solutions Strong community and collaborative culture Leadership that's actively involved, not hands-off A platform built for long-term winners Ready to scale what you've built? If you're looking for a firm that respects what you've accomplished - and helps you take it further - we'd welcome the conversation.
Requirements Employment Type:
Full-time Work Hours:
40 to 40 hours work
Required Education:
High school or equivalent
Required Experience:
Experienced(2) years
Pay:
$200,000.00 - $500,000.00 per year

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