Financial Advisor

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 Wealthoffers 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 inNew 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 frommid-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.