Financial Advisor

You’re good with people.

You’re disciplined.

You know you’re capable of more than your current job is giving you.

You’ve built success in one career - but you feel capped, under-leveraged, or boxed in. If you’re hungry for ownership, income growth , and a career driven by purpose and performance (not tenure or politics), this may be the change you’ve been looking for.

At Strategies for Wealth , we specialize in helping driven professionals transition into financial services - and build careers that compound over time , financially and personally.

Who We Are

Strategies for Wealth is one of the most successful firms in the Guardian Wealth Network , with flagship offices in New York City and Westchester County . For decades, we’ve taken an uncommon approach to financial services - one built on:

· Long-term client outcomes

· Comprehensive planning across insurance, investments, and estate strategies

· Deep coaching and mentorship for career changers

We’re known for developing high-achieving professionals from outside the industry into elite Financial Advisors , supported by:

· Structured training

· Direct mentorship from senior advisors

· A culture built on community, collaboration, and life by design

This is not a sales job with a script.

It’s a professional, entrepreneurial career path with real upside.

What You’ll Be Doing

· Learning how to analyze financial information including income, assets, cash flow, and long-term goals

· Developing customized financial strategies based on each client’s stage of life and priorities

· Building your own client base through relationships, referrals, and community presence — not cold calling

· Advising individuals, families, and businesses across a wide range of financial situations

· Working closely with senior advisors and leadership who coach you step-by-step

· Participating in structured training and fast-track development programs

· Growing long-term client relationships that compound year over year

· Developing into a trusted advisor with increasing autonomy and earning power

This is relationship-driven, performance-based work with a long-term payoff.

Who Succeeds Here

We’re looking for someone whose skills have outgrown their current role - someone with what we often call “batteries included.”

You bring:

· Strong communication and people skills

· Discipline, grit, and follow-through

· Comfort in a performance-based, entrepreneurial environment

· Curiosity around money, planning, and strategy

· Coachability and openness to feedback

· A desire to build something meaningful and long-term

Backgrounds that often do well here include:

· Sales • Management • Education • Military • Operations • Athletics • Consulting • Customer-facing roles

· No prior financial services experience required.

Licensing & Training

· Most aspiring financial advisors begin unlicensed

· Life & Health insurance licensing is completed first (typically 2–3 weeks)

· Securities licensing (SIE / Series 7 / 66) is fully supported and expected within your first 6 months

· Training, study resources, and mentorship are built into the process

The first year requires real effort - and it’s designed that way.

Compensation & Growth

· Commission-based opportunity across insurance and investment solutions

· Typical first-year earnings range: $100,000–$150,000

· Income grows through renewals, recurring revenue, and expanded client relationships

· Long-term upside includes mid-to-high six-figure and ultimately seven-figure earning potential for top performers

This role is best suited for people willing to bet on themselves.

Office & Culture Expectations

· Aspiring financial advisors are expected to be in-office 3–4 days per week initially

· High-energy, professional environment with daily access to leadership and mentors

· Advisors operate with autonomy - there are no “vacation requests” - but results matter

· Culture emphasizes accountability, collaboration, and continuous development

The Hiring Process

We run a rigorous but efficient process and move fast for the right people. Some candidates complete the process in as little as 10 days.

Why Join Strategies for Wealth

· Clear runway to six figures and beyond

· Real mentorship - not theory or empty promises

· Proven track record of developing aspiring financial advisors

· Strong team culture with nationally recognized leadership

· A career where effort compounds and results are earned

· A true life-by-design opportunity

Ready to make a meaningful change?

• Apply now - we’d love to meet you and see if this is the right fit.