Financial Advisor

Associate Advisor, Wealth Management

📍 Location: Syracuse, NY | 💼 Full-time, Salary

Are you passionate about helping people achieve their financial goals? Our client, Strategic Financial Services, is seeking an Associate Advisor to join their growing team! This role offers a pathway for professional growth in wealth management, supporting advisors and clients while gaining hands-on experience.

What You’ll Do:

✔ Serve as a key point of contact for clients and advisors

✔ Assist with financial planning, investment execution, and client service

✔ Support business development efforts, including prospecting and referrals

✔ Collaborate with attorneys, CPAs, and other professionals to execute client strategies

✔ Stay informed on market trends, financial planning, and investment strategies

What You Bring:

✅ 2-3 years of professional experience

✅ Bachelor’s degree in finance, business, accounting, or related field

✅ Series 65 license (or ability to obtain within 6 months)

✅ Strong communication, problem-solving, and organizational skills

✅ Passion for financial planning and client success

Why Join?

💡 Career Growth – Mentorship, professional development, and CFP support

🏆 Top Workplace – Named #1 Place to Work for Financial Advisors by InvestmentNews

💰 Competitive Pay & Benefits – $58-72K base performance incentives, health benefits, 401K, 20 days of PTO

Strategic Financial Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.