Senior Wealth Advisor Ownership
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Location: City of Rochester
The Well, a growing, independent wealth management firm (RIA) based in Central New York, is seeking a Financial Advisor for its Rochester area office opening this fall. You will step in as a trusted second advisor to the founder, owning relationships across a multi-generational book and building your own client base with strong support from an established brand and team.
Qualifications include 8–10+ years of experience, Series 65 preferred, and a warm, client-centric communication style.
This role, Senior Wealth Advisor — 4-Day Week, Growth & Ownership at The Well, could be your next move.
We would love to welcome a new Senior Wealth Advisor — 4-Day Week, Growth & Ownership to our group in City of Rochester, NY, United States.
For the Senior Wealth Advisor — 4-Day Week, Growth & Ownership position at The Well, we are reviewing applications now.
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