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wealth management advisor jobs near latham, ny

Financial Advisor -$80K- $200K

Thoroughbred Advisors
Latham, NY

Quick Apply

Job Details

Full-time
$80,000 - $200,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Professional development assistance
Flexible schedule

Qualifications

High school diploma or GED

Full Job Description

Financial Advisor $80K- $200K

Full-Time | Contracted | Hybrid Remote

About Thoroughbred Advisors

Thoroughbred Advisors is an independent financial services firm, and we help families and individuals with:

Life Insurance
Retirement Planning
Wealth Protection

We don't hire people simply to fill a role. We look for individuals who genuinely want to help others navigate some of the most important decisions of their lives while building a meaningful and rewarding career.

Why This Opportunity Matters

The Opportunity Is Real

The financial services industry needs more good people.

Millions of Americans are approaching retirement without a real financial plan or a trusted professional to guide them. At the same time, the advisor workforce is not growing fast enough to meet demand.

This isn't a crowded industry you're trying to break into.

It's an open one.

What Makes Someone Successful Here

Finance is learnable.

What cannot be taught is the character, drive, and genuine care that make someone exceptional at helping others.

Career Changers Bring:

A proven track record of responsibility and trust
Experience handling important conversations
The ability to remain steady under pressure
Real-world relationship-building skills

Early-Career Professionals Bring:

Hunger and ambition
Fresh perspective
Strong work ethic
A desire to create a meaningful career

You're not starting over.

You're translating the strengths you've already built into a profession where they matter.

Who We're Looking For

We're seeking individuals whose ability to connect with people, earn trust, and get things done has always been bigger than the role they've been in.

You Bring:

Communication skills that make people feel heard
Discipline and follow-through when nobody is watching
The drive to build something of your own
Genuine curiosity about people's goals and financial situations
Comfort with performance-based compensation
Coachability and a commitment to continuous improvement

Backgrounds That Translate Well

Experience in the following fields often transitions successfully:

Teaching
Nursing
Military Service
Management
Athletics
Sales
Real Estate
Coaching
Operations
Customer-Facing Roles

No financial services experience is required.

What You'll Do

Client Relationship Development

Meet one-on-one with individuals and families
Understand client goals, priorities, and concerns
Recommend appropriate financial and insurance solutions
Help clients build long-term financial confidence

Business Development

Build and maintain your own client base
Generate referrals through outstanding client service
Develop long-term relationships within your community
Grow a book of business that becomes an asset over time

Professional Development

Complete required licensing with company support
Work alongside experienced financial advisors
Participate in ongoing coaching, mentorship, and training
Develop both technical and relationship-management expertise

Licensing & Training

You do not need to be licensed before applying.

We'll help you get there.

Licensing Support Includes:

Life & Health Licensing (typically completed within 2–3 weeks)
SIE Licensing
Series 7 Licensing
Series 66 Licensing

All securities licensing support is provided within your first six months.

Compensation & Benefits

Compensation Structure

This is a commission and fee-based position.

Income grows through:

New client relationships
Renewals
Referrals
A client base that compounds over time

Expected Earnings

$80,000 – $200,000+ annually

Compensation Package

Full Commission Pay
Bonus Opportunities

Benefits

401(k)
Health Insurance
Dental Insurance
Vision Insurance
Retirement Plan
Flexible Schedule
Professional Development Assistance

Full-time representatives are W-2 statutory employees with access to health, vision, and dental benefits.

What Working Here Looks Like

Office & Work Environment

Hybrid work environment based in Latham, NY
Regular in-office collaboration during the early stages of development
Flexible scheduling with accountability for results
Strong mentorship culture focused on advisor growth

Culture

You'll work alongside professionals who have built successful practices in this market and are genuinely invested in helping you succeed.

Representatives who achieve performance goals may qualify for annual Five-Star incentive trips.

Education & Licensing Requirements

Required

High School Diploma or Equivalent

Preferred

Life & Health Insurance License

How We Hire

We respond to every applicant and keep the process moving.

Before You Apply

Ask yourself three questions:

Have you spent years earning trust in a role where it wasn't automatically given?
Are you ready for an income that reflects exactly what you put into it—with no cap and no floor?
Do you have the patience to build something in year one that can continue paying you for years to come?

If those answers are yes, we'd love to meet you.

Industry Outlook

Approximately 10,000 Baby Boomers retire every day in the United States, a trend expected to continue through 2030.
More than half of Americans have no financial plan, and fewer than one in three have worked with a financial professional.
An estimated 100,000 financial advisor positions will need to be filled by 2034 as demand continues to outpace advisor supply.

Apply Today

If you're looking for a career where your effort directly impacts your income, your growth, and the lives of the people you serve, apply today to join Thoroughbred Advisors.

Build a business. Build relationships. Build a future.

Quick Apply

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Financial Advisor $80K- $200K

About Thoroughbred Advisors

Why This Opportunity Matters

The Opportunity Is Real

What Makes Someone Successful Here

Career Changers Bring:

Early-Career Professionals Bring:

Who We're Looking For

You Bring:

Backgrounds That Translate Well

What You'll Do

Client Relationship Development

Business Development

Professional Development

Licensing & Training

Licensing Support Includes:

Compensation & Benefits

Compensation Structure

Expected Earnings

Compensation Package

Benefits

What Working Here Looks Like

Office & Work Environment

Culture

Education & Licensing Requirements

Required

Preferred

How We Hire

Before You Apply

Industry Outlook

Apply Today