Wealth Advisor

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