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Wealth Management Associate — CFP Track
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-02-18
Listing for:
CAPTRUST
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Rochester is seeking a motivated Wealth Management Associate to provide technical and client service support to Financial Advisors. This entry-level role is perfect for those eager to learn and develop foundational planning and investment skills. Responsibilities include managing client portfolios, assisting with financial planning projects, and entering data into CRM systems. A competitive salary range of $55,000 - $70,000 is offered along with strong growth potential in the wealth management industry.
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Position Requirements
10+ Years
work experience
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