Wealth Advisor: Tailor Plans & Client Portfolios
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-01-12
Listing for:
JK Executive Strategies LLC
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Financial Consultant, Banking & Finance
Job Description & How to Apply Below
Location: City of Rochester
A well-respected financial services firm in Rochester, NY, is seeking a Wealth Advisor to support clients in achieving financial goals. The ideal applicant will have a BA in business and over three years of experience in financial services. Responsibilities include providing tailored financial advice, analyzing client situations, and ensuring compliance with regulations.
This role offers a salary range of $70k-100k and is an excellent opportunity for those passionate about finance and wealth management.
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