Aspiring Financial Advisor: Mentorship & Fast Growth

Strategies for Wealth; New York (NY); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Structured training

Direct mentorship from senior advisors

Culture built on community and life by

Life by design

Job summary

Strategies for Wealth is a leading financial advisory firm with flagship offices in New York City and Westchester. We train and mentor high-achieving professionals from diverse backgrounds to become elite financial advisors.

You’ll build a personal client base through referrals and community involvement, while receiving strong mentorship and a clear, performance-based growth path. The role emphasizes professional development rather than scripted sales, with licensing support and a transparent

Qualifications

• No prior financial services experience required.
• License pathway includes Life & Health licensing first (2–3 weeks) and Securities licensing (SIE/Series 7/66) within 6 months.
• In-office 3–4 days per week initially; mentorship and structured training included.

Responsibilities

• Learn to analyze financial information including income, assets, cash flow, and long-term goals.
• Develop customized financial strategies based on client priorities.
• Build your own client base through relationships, referrals, and community presence — not cold calling.
• Advise individuals, families, and businesses across diverse financial situations.
• Work closely with senior advisors and leadership who coach you step-by-step.
• Participate in structured training and fast-track development programs.
• Grow long-term client relationships with recurring revenue and compounding earnings.

Skills

Strong communication

Discipline

Grit

Curiosity about money

Coachability

Entrepreneurial mindset

Job description

Strategies for Wealth is a leading financial advisory firm with flagship offices in New York City and Westchester. We train and mentor high-achieving professionals from diverse backgrounds to become elite financial advisors.

You’ll build a personal client base through referrals and community involvement, while receiving strong mentorship and a clear, performance-based growth path. The role emphasizes professional development rather than scripted sales, with licensing support and a transparent