Financial Advisor | Path to Partnership

Financial Advisor | Educator-Focused Practice
Location: Elmsford, NY (In Person)
Initial Compensation: $70,000–$85,000 per year, plus commissions
Job Type: Full-Time

About Us

We are a collaborative office of Financial Advisors dedicated to serving public school teachers throughout Westchester County, NY. Our mission is to simplify complex financial concepts, provide honest and holistic guidance, and help educators confidently achieve their long-term retirement and financial goals.

This role is ideal for a relationship-driven advisor who desires to join a growing practice and values education, integrity, and long-term impact over transactional sales. You will work directly with school districts and within school buildings, with the goal of building long-term relationships. This position begins with financing, and a salary that lasts for one to three years, alongside commissions, and a clear pathway to building and acquiring your own book of business

What You’ll Do

• Develop comprehensive, personalized financial plans including retirement planning, investment management, tax strategies, and estate considerations
• Build and maintain long-term relationships with individual clients, school districts, and employers through trust, education, and accountability
• Conduct detailed financial analyses to evaluate clients’ current situations and identify opportunities for improvement
• Manage and monitor client portfolios, providing ongoing recommendations aligned with market conditions and client risk tolerance
• Educate clients on financial strategies and products in a clear, ethical, and transparent manner
• Utilize CRM and financial planning software to document client interactions and track progress
• Stay current on securities laws, regulations, and compliance requirements
• Research market trends and emerging financial products to enhance client outcomes

Qualifications

• Bachelor’s degree required
• Active Series 6 or Series 7 FINRA license (required)
• Series 63, 65, or 66 (preferred)
• NY Life & Health Insurance License (preferred)
• Experience in financial planning, wealth management, or a related field
• Strong understanding of retirement planning, portfolio management, and investment strategies
• Exceptional communication and relationship-building skills
• Ethical, client-first mindset with high standards of honesty and professionalism
• Ability to work independently while contributing to a team-oriented environment

Benefits

• 401(k) with matching
• Health and dental insurance
• Paid time off
• Retirement plan
• Financial planning services

Work Location:
In person (Elmsford, NY 10523 – commute required)