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Wealth Manager: Strategic Financial Planner & Client Lead
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-01-12
Listing for:
Creative Planning
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Services, Wealth Management
Job Description & How to Apply Below
A financial services firm is seeking an experienced Wealth Manager to serve as the primary point of contact for clients, assist in complex financial planning, and increase market share. Candidates should have at least 7 years in financial services, a Bachelor's degree in finance or related field, and strong presentation skills. The role offers full-time employment at a mid-senior level and is based in Rochester, New York.
Adaptability to new technology is essential.
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