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Financial Advisor

$90k - $120k

The Well

Compensation: $90,000–$120,000 + performance-based incentives + full benefits + 4-day work week We're hiring a Financial Advisor on behalf of our client—a growing, independent wealth management firm (RIA) based in Central New York, with a brand-new location opening in the Rochester area this fall. Why this role? Step in as a trusted second advisor to the founder, taking ownership of relationships across a well-established, multi-generational book of business Room to build and grow your own book with the support of an established brand, an efficient team, and room to run Genuine long-term opportunity —this is a succession-minded practice looking for someone who wants a seat at the table for the long haul A brand-new office launching in the Rochester, NY area this fall, with room to grow alongside it A collaborative team including in-house portfolio management and dedicated planning support—so you can focus on clients, not overhead A culture built around quality of life : 4-day work weeks, unlimited PTO, and a leader who genuinely means it What you bring: 8–10+ years of experience as a financial advisor, with a track record of strong client relationships Comfortable operating in a fee-only RIA model—no broker-dealer registrations required Series 65 (or equivalent) preferred; if you don't have it yet, this firm will help you get there A warm, conversational style that connects with clients from every walk of life and net worth A demonstrated history of community involvement and giving back A genuine connection to Central New York or the Rochester area (for relocating candidate) What we offer: $90,000–$120,000 base plus performance-based incentive potential Full benefits package , including health coverage and a 401(k) with match 4-day work weeks and unlimited PTO Cell phone stipend and a team that values getting the job done over hours logged A real, long-term growth path —including future ownership potential for the right fit #J-18808-Ljbffr

Vacancy posted 8 hours ago
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