Regional Wealth Advisor

Job overview

The Regional Wealth Advisor role is listed in Syracuse, NY, and the posting identifies Albany/Saratoga, Rochester, Syracuse, Binghamton, Watertown, and Cortland/Ithaca as locations. Work arrangement is not specified. Compensation is listed as $65,000–$90,000 per year for Associate Advisors and $95,000–$135,000 per year for Lead Advisors, plus incentive opportunities. Strategic Financial Services describes its purpose as helping people live a great life. The advisor builds client relationships and helps clients pursue financial goals while contributing to business development. The role is supported by teams in financial planning, investments, operations, client service, compliance, 401(k) plans, and business development, with opportunities for leadership growth and partnership.

What you'll do

• Build client relationships, help clients with financial goals, contribute to business development, and collaborate with the firm's financial planning, investment, operations, client service, compliance, 401(k), and business development professionals.
• The posting seeks experienced advisors and associate advisors ready to advance.

What we're looking for

Skills & competencies

strategic financial services

regional wealth advisor

syracuse ny

wealth management

financial planning

investment advisory

client relationships

business development

employee-owned

fiduciary

leadership growth

partnership opportunities

Work arrangement

• Weekend coverage required

Benefits & perks

• Team support across planning, investments, operations, client service, compliance, 401(k) plans, and business development
• leadership development and partnership opportunities.

Why this role

Independent, fee-based, employee-owned fiduciary firm with team-based support and potential leadership development and partnership opportunities.

About the employer

M3 Placement is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.