What are the responsibilities and job description for the Senior Wealth Advisor position at William Joseph Capital Management, Inc.?
Senior Wealth Advisor, Binghamton, NY
WHO are we looking for?
William Joseph Capital Management, a registered investment advisory firm, is seeking an experienced
Senior Wealth Advisor to join our team in an existing client base in New York's Southern Tier.
This is a rare opportunity to step into an established client base from a retiring advisor. You'll start with meaningful relationships from day one and have unlimited upside to grow from there. We're looking for an advisor who will care for the clients they inherit and who has the drive to bring new families to the firm.
WHAT will you be doing?
Serve and Retain an Established Client Base
• Build trust with the clients of a retiring advisor and ensure a smooth, thoughtful transition
• Serve as the lead advisor and primary point of contact for client households
• Deliver responsive, client-first service that keeps relationships strong for the long term
Grow the Practice
• Develop new client relationships through referrals, community involvement, and business development
• Expand the practice in Binghamton and the Hudson Valley
Deliver Comprehensive Advice
• Lead financial planning conversations covering retirement, investments, and overall financial goals
• Translate complex financial topics into clear, actionable recommendations
Qualifications
• 10 years of experience in the financial services industry as financial advisor or working with financial advisors
• Series 65 required
• CFP® or CIMA® preferred
• Proven ability to bring in new clients (an existing book is not required)
• Willingness to travel between our Binghamton and Goshen offices as needed
WHAT can you expect from a career at William Joseph?
Founded in 2015, William Joseph Capital Management is headquartered in Connecticut, manages approximately $1 billion in client assets, and works with advisors nationwide. Our long-standing motto is simple: Make it easy to service, easy to grow.We've built a collaborative culture that puts clients first, so you can focus on advice and relationships.
Compensation and Benefits
• Base salary: $200,000, supported by the inherited client base
• Additional production-based compensation on new assets you bring in, with unlimited upside
• Retirement plan
• Medical insurance
WHERE will you be working? (Hybrid / Some travel)
Primary office: Binghamton, NY
Secondary office: Goshen, NY (travel as needed)
HOW to apply
Apply through LinkedIn Easy Apply, or contact Justin Bolmgren directly at justin.bolmgren@wjcminc.com.
William Joseph Capital Management is an equal opportunity employer.
Salary : $200,000