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Senior Wealth Advisor & CFP — Drive Client

Job in City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listing for: Talent Search PRO
Full Time position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Advisor & CFP — Drive Top Client Growth
Location: City of Rochester

A leading financial advisory firm in the City of Rochester is seeking an experienced Executive Wealth Advisor. In this role, you will work closely with top clients and focus on business development, managing a significant portfolio. The ideal candidate has a bachelor's degree in finance or related fields, a CFP certification, and at least 10 years of relevant experience. Key benefits include generous education support and comprehensive health coverage.
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Position Requirements
10+ Years work experience
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