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Senior Wealth Advisor & CFP — Drive Client
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-02-03
Listing for:
Talent Search PRO
Full Time
position Listed on 2026-02-03
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
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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