Wealth Manager
$170,000–$170,000 year
On-site · Rochester, New York, United States
Rochester, New York, United StatesOn-siteFull Time$170,000–$170,000 yearSenior LevelNot SpecifiedSmall
Type
Full Time
Level
Senior Level
Education
Not Specified
Company size
Small
Job Summary
Lead Wealth Manager responsible for managing existing client relationships transitioning from partners as part of succession planning; provide comprehensive financial planning, advanced estate and tax planning, risk management, multi-generational business succession planning, and family governance. Opportunity to grow by handling additional complex, high-net-worth client relationships. Recognized culture emphasizing client experience and work/life balance.
Required Qualifications
- 5+ years independently managing high-net-worth clients
- Advanced designations such as CFP, CPA, JD or CFA preferred
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