Wealth Advisor
Succession Planning
Rochester, NY
Overview
Dynamic and fast growing National RIA seeks a Wealth Advisor to play a key role in succession planning by inheriting high net worth client relationships on a collegial, client focused 1B+ AUM region.
The firm has a track record of retaining and quickly promoting top talent.
Extensive opportunity for advancement.
Highlights
- Advise high net worth client relationships, inclusive of multi-generational families, regarding comprehensive wealth management, complex tax and estate planning strategies and investment management
- The role is open due to succession planning for a retiring advisor as well as 10%+ organic growth
- Hybrid schedule
- First year compensation package in the $150,000+ range with a clear track towards significant career and economic growth
Requirements
- 3+ years of wealth management experience
2153
Senior Wealth Manager in Rochester at Leah Yosef International
This position is listed as full time and hybrid. It was posted 2 days ago.