About this opportunity
Leah Yosef International lists this Senior Wealth Manager opportunity in rochester, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Wealth Advisor
Succession Planning
Rochester, NY
All candidates should make sure to read the following job description and information carefully before applying.
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 xhqgsiq 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
Worksite address
rochester, NY, 14624, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.