1202 Troy Schenectady Road
Are You Ready to Take Your Practice To The Next Level?
Our culture has attracted many experienced advisors from other companies who were seeking a new home to grow their practice. Their wishes for something better came true once they joined the Thoroughbred Advisors family.We have long stood apart from other firms, for reasons that go far beyond products. As a mission-driven and purposed-filled business, the cause of what we do is as important as the products we sell. See how our combination of culture, innovative sales strategies, and products can fill out your wish list.
We have a dedicated local and nationwide team of experienced staff, as well as 24/7 tech support and client servicing resources.
Tools and strategies that help strengthen relationships with your existing clients and develop relationships with new potential clients.
Personalized and onsite marketing support to help you design and implement a strategy that works for you and your business.
Highly competitive commission structure and generous payout grids, with unlimited upside potential and easily attainable minimum requirements.
Independent yet supportive work environment that enables you to be in business for yourself, but with the backing of a team that ensures you don't have to do it all by yourself.
With 20+ years of combined industry experience, we know how to supply the support, tools, and resources to help you be successful in a fun and fast paced entrepreneurial environment.
If one or more of these resonate with you, we should talk!
You have your SIE, Series 7 & 66 -or- Series 7 & 65, -or- Series 6 & 63, or Series 65 (or the ability to attain).
NYS Life Accident and Health Insurance License (or the ability to attain).
Minimum of 5 years of experience growing and maintaining your own book of business.
Desire to build long term client relationships, and provide them with the best financial service experience possible.
Results driven mindset with the strong desire for performance-driven compensation and growing earnings potential.
Passion for new opportunities to grow your individual financial advising practice and drive to continually expand on your knowledge.
The Thoroughbred Team provides an amazing support system that helps provide service for our clients. The family atmosphere is not only appealing as an advisor, but also is appreciated by all the people and families that we work with. The independent space that Thoroughbred works in, allows me to make my practice client centric and focus on building strong relationships in our community.
Tom Lynch, Managing Director & Financial Advisor
The Thoroughbred Team has opened my eyes to a true teamwork approach to helping others...They can help in more aspects of life to make things go smoother, smarter, more complete and worry-free than any other place I've ever encountered in my past experience.
Mark Curley, Financial Advisor
It is great to be a part of a firm that's inclusive and supports it's team members as much as it's clients. The wealth of knowledge and resources provided to agents really shows they care as a company and want everyone to succeed. I feel confident that I can draw on our team's varied experiences and points of view to find the best way to better serve my clients.
Nicolette Cook, Financial Representative
What I love about being a part of Thoroughbred is we are not limited to who we can help. We have access to numerous investment and insurance products that allow us to find the right product for any client.
James LaCour, Financial Representative
There is more than one way to work with us! We are happy to offer the flexibility that you need to balance your personal and professional life.
Work closely with our Director of Selection and Development and our Managing Partner to decide which affiliation option is best for you.
The contracting process includes typical pre-hire actions like completing an online application, authorizing a background check, and providing previous employment information. In the past, we have seen this process be completed in as little as two weeks, and as long as a month or so.
Attend in-office training that we host multiple times per week and get engaged with the team while waiting for your contract to process.
Meet with our Marketing Coordinator to create your personalized Marketing Approach.
Familiarize yourself with Thoroughbred's resources and product offers through research and training modules.
Ensure that you have technology that meets compliance standards. This usually includes Apple products and PCs with Windows 10 Pro.
Our Director of Selection and Development will work with you every step of the way!
Thoroughbred Advisors Management & Staff
Director of Selection & Development
Courtney Schingledecker is the Director of Selection & Development at Thoroughbred Advisors. In this role, she is utilizing her recruiting background to build a team of financial and insurance professionals in the Capital Region.