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Senior Wealth Manager
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-01-12
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
1 day ago Be among the first 25 applicants
Dynamic, fast growing Independent RIA is seeking a Senior Wealth Advisor to join the leadership team, with a focus on providing high touch service and growing the client base over time.
Highlights
- Opportunity to acquire meaningful equity over time in a non-private equity backed, highly profitable Wealth Management Firm.
- Lead and manage relationships with high net worth and ultra-high net worth individuals and families advising on estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory and risk management.
- Play an active role and be a valuable contributor to the firm’s Management Committee which oversees the operating functions of the firm.
- Collaborative and forward-thinking culture with an impressive track record of client service, retention and growth.
- 9-year track record of exceeding liquid (stock/bond) benchmark returns with clear attribution
- Co-investing opportunities with a strong alternative investments platform
- $150,000 - $250,000+ compensation package
Position Requirements
10+ Years
work experience
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