Wealth Advisor: Practice Holistic Planning
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Location: City of Rochester
JK Executive Strategies, LLC, affiliated with Raymond James, is seeking a Wealth Advisor to serve an established client base and grow the practice through referrals and professional centers of influence.
The role emphasizes comprehensive wealth management, retirement and estate planning, and coordination with CPAs and attorneys. Candidates should have FINRA licenses, a bachelor’s degree, 3+ years in wealth management, and CFP designation preferred or pursued.
We are seeking a motivated Wealth Advisor:
Grow Your Practice with Holistic Planning to join JK Executive Strategies, LLC in City of Rochester, NY, United States.
This posting is for the Wealth Advisor:
Grow Your Practice with Holistic Planning role at JK Executive Strategies, LLC, based in City of Rochester, NY, United States.
We are looking to fill the Wealth Advisor:
Grow Your Practice with Holistic Planning position at JK Executive Strategies, LLC in City of Rochester, NY, United States.
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