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Senior Wealth Advisor & Equity — Lead UHNW
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-01-22
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-01-22
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Location: City of Rochester
A leading Wealth Management Firm in Rochester, NY is seeking a Senior Wealth Advisor to join the leadership team. This role involves managing relationships with high net worth clients, providing advice on estate and tax planning, investments, and philanthropic advisory. The firm offers a highly profitable environment with opportunities for equity acquisition and significant compensation ranging from $150,000 to over $250,000.
Candidates should have a strong background in wealth management and client service.
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Position Requirements
10+ Years
work experience
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