Lead Financial Advisor / Private Wealth Advisor

About Us: GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management and retirement distribution and pride ourselves on fostering a collaborative and innovative culture. Our team-oriented approach allows advisors to focus on what they do best: serving clients and growing relationships, while the firm provides the infrastructure, support, and resources needed to scale successfully. We have been recognized by FORBES Best-In-State Wealth Advisors (2024 & 2025), Best-In-State Top Next-Gen Wealth Advisors (2024 & 2025) and Best-In State Wealth Management Team (2026). We currently have office locations throughout NY in Rochester, Phoenix, Watertown and Potsdam as well as an office in Longmont, CO. GROW Wealth Partners is partnered with Northwestern Mutual as it is a leading financial services company that provides financial planning services, life insurance, disability insurance, and long-term care insurance. Established in 1857, it is known for its mutual company structure, prioritizing policyholders over shareholders. With a strong emphasis on personalized financial strategies, the company combines expert advisors with digital tools to help clients achieve financial security and long-term growth. GROW Wealth Partners also partners with Northwestern Mutual’s Private Client Group (PCG). PCG represents an elite community for advisors and firms that have the experience, expertise and tools to tailor advisory strategies and deliver best-in-class outcomes for clients. Please learn more about us at https://www.growwealthpartners.com/. Role Overview: GROW Wealth Partners is seeking a Lead Financial Advisor / Private Wealth Advisor to join our team. This is an opportunity for individuals who are motivated to build and grow a practice within a collaborative, well-resourced firm, whether you bring prior advisory experience or are looking to launch a long-term career in wealth management. This individual will be responsible for building and managing their own book of business through organic growth while leveraging the firm's established brand, planning infrastructure, and collaborative advisory team. This role allows for some remote opportunities but there is a requirement to be in the office several days a week (depending on the client schedule). Key Responsibilities: The essential functions include, but are not limited to the following: Proactively develop and grow a personal book of business through referrals, networking, and firm-supported growth initiatives. Serve as the primary advisor for client relationships, delivering comprehensive financial planning and wealth management solutions. Conduct discovery meetings, create customized financial plans, and provide ongoing advice across investments, retirement, insurance, tax planning, and estate considerations. Collaborate with internal support advisors, client service associates, and specialists to deliver a high-touch client experience. Leverage GROW Wealth Partners' planning tools, marketing resources, and operational support to scale your practice efficiently. Participate in team meetings, mentorship, and professional development initiatives. Uphold the firm's fiduciary mindset, planning-first philosophy, and client-centric culture. Qualifications: Bachelor's degree required (finance, business, economics, or related field preferred) Experience level flexible: Prior experience as a financial advisor or in a client-facing financial services role preferred, but not required Strong interest in building a long term career in wealth management and financial planning. Demonstrated or aspirational ability to develop client relationships and grow a practice organically. Strong interpersonal, communication, and relationship-building skills Must be able to pass a basic background screening for the securities industry. Preferred Certification Requirements, but required post-employment within a defined timeframe: Series 7 and Series 63 or 66 certifications Life, Accident, and Health Insurance certification Why Join Us? Competitive compensation structure with base salary and performance-based incentives. Performance-based earnings and revenue: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Opportunity to grow long-term equity and career trajectory within a growing firm. Access to robust planning tools, technology, and dedicated operational support. Marketing, branding, and business development resources to support organic growth. Collaborative team environment with experienced advisors and leadership. Ongoing professional development and licensing support. Opportunity to work with a dynamic and experienced team of professionals. Opportunity to work for a firm that has been voted one of CNY's Best Places to Work for the last 3 years. Health benefits, retirement plan, and paid time off. Medical Benefits include access to Infertility Treatments; Family Planning & Family Assistance; Mental Health Care; Pain Management Program; Hearing Aids; Non-Emergency Care when Traveling outside the US along with discounts to Fitness Programs as well as health and wellness products and services. Profit sharing 401(k) opportunities. Opportunities for community/volunteer service and company matches of donations. Hybrid remote policy. Application Process: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and career achievements. Applications will be reviewed on a rolling basis. GROW Wealth Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Job Type: Full-time Pay: $50,000.00 - $250,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Referral program Retirement plan Vision insurance Application Question(s): Do you currently have your Series 6 or 7? Education: Bachelor's (Preferred) Experience: Financial Services: 2 years (Preferred) License/Certification: Driver's License (Required) Work Location: Hybrid remote in Phoenix, NY 13135