Financial Advisor

Financial AdvisorCompensation: $90,000–$120,000 + performance-based incentives + full benefits + 4-day work weekBefore applying for this role, please read the following information about this opportunity found below.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. They are looking for people living near Rochester OR Utica. This firm takes a genuinely holistic, relationship-first approach to planning—no cookie-cutter intake forms or 60-page computer-generated plans. Just real conversations about what clients need today and where they want to be down the road, backed by deep expertise in estate, retirement, and special needs planning. The team is small, tight-knit, and growing fast, and this hire will play a key role in what comes next.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 businessRoom to build and grow your own book with the support of an established brand, an efficient team, and room to runGenuine long-term opportunity—this is a succession-minded practice looking for someone who wants a seat at the table for the long haulA brand-new office launching in the Rochester, NY area this fall, with room to grow alongside itA collaborative team including in-house portfolio management and dedicated planning support—so you can focus on clients, not overheadA culture built around quality of life4-day work weeks, unlimited PTO, and a leader who genuinely means itWhat you bring:8–10+ years of experience as a financial advisor, with a track record of strong client relationshipsComfortable operating in a fee-only RIA model—no broker-dealer registrations requiredSeries 65 (or equivalent) preferred; if you don't have it yet, this firm will help you get thereA warm, conversational style that connects with clients from every walk of life and net worthxhyhwjd A demonstrated history of community involvement and giving backA 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 potentialFull benefits package, including health coverage and a 401(k) with match4-day work weeks and unlimited PTOCell phone stipend and a team that values getting the job done over hours loggedA real, long-term growth path—including future ownership potential for the right fitSound like you? Let's talk.