Regional Wealth Advisor

Job overview

The Regional Wealth Advisor role is onsite in Binghamton, NY; the posting lists base salary ranges of $65,000–$90,000 per year for Associate Advisors and $95,000–$135,000 per year for Lead Advisors, plus incentive opportunities. The role supports Strategic Financial Services, an independent, employee-owned wealth management firm serving clients across Upstate New York. The advisor builds client relationships and provides financial planning and investment advisory services, supported by colleagues in planning, investments, operations, client service, compliance, 401(k) plans, and business development. The position contributes to client goals and the firm’s growth, with opportunities for leadership development and partnership.

What you'll do

• Build client relationships and help clients pursue financial goals
• contribute to business development
• collaborate with financial planning, investments, operations, client service, compliance, 401(k), and business development professionals
• and pursue leadership and mentorship opportunities.

What we're looking for

Skills & competencies

regional wealth advisor

m3 placement

binghamton ny

wealth management

financial planning

investment advisory

client relationships

business development

employee-owned firm

leadership growth

associate advisor

lead advisor

$65k–$90k base

$95k–$135k base

Work arrangement

• Weekend coverage required

Benefits & perks

• Incentive compensation opportunities
• Lead Advisor compensation includes partnership opportunities.

Why this role

Team-based support, employee ownership, leadership development, and potential partnership opportunities.

About the employer

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