Wealth Management Advisor
Connect Search
Our client, a well-established Registered Investment Advisor with a national and international client base, is seeking a Wealth Advisor to join their Rochester, NY office. This is an opportunity to build a long-term career with a firm that invests deeply in the growth of its advisors. You'll work alongside an experienced senior partner who is committed to mentoring the right person into an expanded leadership role within the Rochester office over time. What You'll Do Serve as a trusted advisor to high-net-worth clients, delivering comprehensive wealth management guidance rooted in fiduciary, fee-only principles Build and deepen client relationships through proactive service and relationship management Actively participate in business development, including prospecting and presenting to new clients Collaborate with internal teams and leverage institutional platform relationships to deliver a best-in-class client experience Embrace ongoing coaching and professional development as part of the firm\'s training philosophy What We\'re Looking For 3-10 years\' experience in the wealth management industry or in a comparable client-facing advisory role A genuine appetite for growth — comfortable managing an existing book and eventually prospecting, presenting, and developing new business Strong alignment with a fiduciary approach to advice A collaborative, coachable mindset — eager to learn from experienced advisors and grow within a structured mentorship environment Portable book of business a plus, but not required About This Opportunity This search is being conducted confidentially on behalf of our client by Connect Search LLC, an executive search firm focused on financial services and alternative investments. Interested candidates should apply directly through Connect Search; firm identity will be disclosed after initial conversations. #J-18808-Ljbffr
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice...Suggested
$70k - $85k
...Communicate information, suggestions and/or problem issues regarding audit status and critical findings throughout the assignments to the Manager. Create all work papers to show what was completed, the procedures and methods used, and the conclusion or the results of the work...SuggestedFull timeWork experience placementSummer workWork at officeImmediate startMonday to FridayMonday to ThursdayFlexible hours- ...Property Manager Day-to-day management of property or properties as assigned. Coordinates the activities of an on-site rental property management office, including but not limited to: Supervises administrative and maintenance staff and monitor workflow; approve...SuggestedWork at officeFlexible hours
$21.5 - $31.77 per hour
...Full Time Crerand II, Rochester, NY, US Elmgrove Place, Rochester, NY, US Salary Range: $21.50 To $31.77 Hourly Property Manager Position Summary The Property Manager is responsible for daily operations of the property including maintenance & upkeep,...SuggestedHourly payFull timeInterim roleLocal areaFlexible hours$85k - $100k
...Join Our Team We are seeking an experienced Commercial Property Manager to oversee and maximize the performance of a regional real estate portfolio. This role is ideal for a proactive leader who enjoys balancing operations, financial performance, tenant relationships...Suggested$60k - $65k
...based on your skills and experience — talk with your recruiter to learn more. Base Pay Range $60,000.00/yr - $65,000.00/yr Property Manager Insero Talent Solutions has partnered with a growing real estate and development company in search of a Residential Property...Full timeFor contractorsWork at officeLocal area$20.67 - $31.25 per hour
...Rochester, New York 14623 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...and deepening the relationship of current clients; effectively managing internal and external centers of influence. Ensuring compliance...Hourly payFull timeWork experience placementDay shift$100k - $120k
...members Ability to build relationships at all levels within the organization Strong business acumen and analytical skills Ability to manage multiple projects and meet deadlines under pressure Self‑starter with a strong sense of urgency and follow‑up skills TOTAL REWARDS...Permanent employmentWork at officeLocal areaRemote work$90k - $115k
...accuracy and reporting Reconciliations, accruals, fixed assets, AP, AR, and cost-related accounting Financial statement preparation and management reporting Internal controls, procedures, and accounting best practices Audit preparation and support Tax and compliance support...- ...entities. Essential Functions Responsible for day to day accounting activities for all legal entities of the organization as required. Manages month end closing activities, ensures accuracy of journal entries to include multi-entity allocations and inter-company...Work at office
- ...or equity-based incentives based on the role and performance. Position Title: Internal Auditor I Reports To: Internal Audit Manager Department: Internal Audit FLSA Status: Exempt Purpose : The Internal Auditor I performs...InternshipWork at office
- ...math and accounting skills, and strong analytical/decision -making skill ~ Able to tolerate walking and lifting up to 50 lbs. and standing during 80% of shift time ~ Background checks are run on all management employees ~ Must have reliable transportation...Full timeFlexible hoursShift workNight shift
$65k - $80k
..., one of the most recognizable sports organizations in the world. As a leader in commercial real estate ownership, acquisition, management, and leasing, we offer unique opportunities to work at the highest level of the industry. We believe in hiring people — not job titles...$90k - $105k
...opportunities to improve operational efficiency, automation, and process standardization. Communicate audit findings and recommendations to management in a clear, actionable manner. Contribute to the Internal Audit department’s development, including methodology enhancements,...Local areaShift work$16 per hour
...service issues. Have a clean and tidy appearance and work habits. Be willing and able to communicate with customers, teammates, and managers in a positive manner. Shift Differential for closers! More $$ for working later Benefits ~ Paid time off ~ Medical...Full timeShift workNight shift$16 per hour
...service issues. Have a clean and tidy appearance and work habits. Be willing and able to communicate with customers, teammates, and managers in a positive manner. Shift Differential for closers! More $$ for working later Benefits ~ Paid time off ~ Medical...Part timeShift workNight shift- Description You are applying for work with a franchisee of Taco Bell, not Taco Bell Corp. or any of its affiliates. If hired, the franchisee will be your only employer. Franchisees are independent business owners who set their own wage and benefit programs that can vary...Part timeNight shift
- ...interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support...
- ...formation and fundraising. This role involves assisting with the launch of new fund products, coordinating with various stakeholders, and managing the closing processes. It’s a great opportunity for someone with a solid background in fund formation law to make a significant...
$70k - $92k
...dedicated personnel whose only assignments are supporting our client base. We are full-time CPAs, CMAs, Accountants and Business Managers. We understand the issues that Controllers and CFOs face every day – and our technology, experience and flexibility add real value...Full timePart timeLocal areaImmediate startRemote work$18 - $23 per hour
Job Title: Financial Counselor Department: Greece CD Ambulatory Location: Greece Clinic, 1565 Long Pond Road, Rochester, NY 14626 Hours Per Week: 40 Schedule: Full-Time, Day/Evening Shift, Monday-Thursday 8.00 am-6.30 pm and Friday 8.00 am-5.00 pm (8 hours within...Full timeLocal areaDay shiftAfternoon shift$70k - $92k
...client base. We are full-time CPAs, CMAs, Accountants and Business Managers. We understand the issues that Controllers and CFOs face every... ...: We offer excellent advancement opportunities as well as advisor and mentor programs. We invest heavily in training and technology...Full timePart timeWork at officeLocal areaImmediate startRemote work$46k - $48k
...employer. Apply today! Job Summary The Financial Services Advisor is responsible for advising and assisting current and... ...State Financial Aid Guidelines. Other duties as assigned by manager Minimum Requirements: Associates Degree required, Bachelors...Hourly payWeekend workAfternoon shift$99k - $266k
...The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on their local and international tax affairs. You will act as a strategic consultant, helping organizations manage their tax obligations...H1bLocal area$147.4k - $336.8k
...Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and provide expert advice across various sectors. The ideal candidate will have 7-10 years of experience in real estate tax, strong leadership skills, and the ability to build...Flexible hours$124k - $158k
...under the Uniform Commercial Code for secured transactions. Advise on and handle term loans, letters of credit, acquisition financing. Manage documentation and negotiations for equipment leasing and finance agreements. Facilitate cross‑border transactions involving secured...Work at officeFlexible hours$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals...Work at office- ...Rochester Institute of Technology is seeking a Student Financial Aid Advisor to serve as the primary point of contact for students and families regarding federal, state, and institutional financial aid programs. The role includes counseling on eligibility, application...
- ...leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed...
- ...advisory services. Research and present investment strategies. Develop and execute retirement planning. Implement risk management and tax planning strategies. Coordinate estate planning. Manage client relationships. Identify and cultivate new clients...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Advisor. Be the first to apply!
- wealth management advisor Rochester, NY
- wealth management consultant Rochester, NY
- wealth manager Rochester, NY
- identity management Rochester, NY
- learning management system specialist Rochester, NY
- managing broker Rochester, NY
- leave management specialist Rochester, NY
- managed care specialist Rochester, NY
- identity & access management Rochester, NY
- aviation management Rochester, NY


