Experienced Financial Advisors

Scale your practice with elite support and real opportunity

You’ve built success. Now it’s time to multiply it.

If you’re an experienced Financial Advisor looking for a firm that helps you grow - not limit you - Strategies for Wealth offers a platform designed to elevate high performers.

We partner with advisors who want to expand their practice, deepen planning capabilities, and build something sustainable with the backing of a powerful, collaborative team.

Who We Are

Strategies for Wealth is a top-performing Guardian Wealth-affiliated firm with a strong presence in New York City and Westchester County. We take an uncommon approach to financial services - one built on long-term results, objective advice, and meaningful client relationships. Our advisors don’t operate on islands. They scale through shared expertise, advanced resources, and leadership support, while maintaining autonomy over how they run their practice.

We believe the best client outcomes happen when advisors are empowered, supported, and aligned with a firm that puts people first - clients and advisors alike.

What You’ll Be Doing

Transition and grow an existing advisory practice
Serve as a trusted advocate for clients by delivering customized financial strategies
Expand revenue through complementary investment and insurance solutions
Leverage firm resources to increase efficiency, scale, and client impact
Collaborate with leadership on advanced planning, case design, and practice growth
Build deeper, longer-lasting client relationships through referrals and community presence
Maintain independence while benefiting from institutional-level support

What We’re Looking For

Prior experience as a Financial Advisor
Existing book of business preferred (typically $200K–$500K+ in recurring revenue)
Fully licensed in insurance and securities
Proven prospecting and client development history
Entrepreneurial mindset with a desire to own and grow a business
Commitment to long-term client relationships and continued professional growth

Compensation & Growth

Competitive transition economics based on experience and book of business
Commission-based compensation with significant upside
Long-term income through renewals, recurring revenue, and expansion
Access to:
Defined benefit and retirement plans
401(k) with employer support
Deferred compensation opportunities
Comprehensive health, dental, vision, and disability benefits

Earnings vary by production - advisors currently earn anywhere from mid-six figures to seven figures.

Office & Flexibility

In-office presence expected 1–2 days per week, especially early on
Greater flexibility with emphasis on cultural integration
Advisors are encouraged to spend time in-office to build relationships, momentum, and collaboration

The Hiring Process

The process is customized based on experience and background, but typically includes:

Initial conversation with leadership
Review of experience, production, and long-term goals
Compensation and transition discussion
Mutual alignment before extending an offer

Why Strategies for Wealth

Life-by-design philosophy - you own your time and income
Elite training, development, and practice management support
Objective, flexible wealth management solutions
Strong community and collaborative culture
Leadership that’s actively involved, not hands-off
A platform built for long-term winners

Ready to scale what you’ve built?

If you’re looking for a firm that respects what you’ve accomplished - and helps you take it further - we’d welcome the conversation.

Requirements

Employment Type: Full-time
Work Hours: 40 to 40 hours work
Required Education: High school or equivalent
Required Experience: Experienced(2) years

Pay: $200,000.00 - $500,000.00 per year

Strategies for Wealth

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