Senior Wealth Advisor — Growth & Client Strategy
$100k - $135kTompkins Financial Advisors
Tompkins Financial Advisors is seeking a Wealth Advisor III in the Town of Pittsford, NY. This role involves maintaining existing client relationships and developing new ones while delivering personalized wealth management strategies. Ideal candidates will have at least ten years of experience in wealth management and strong leadership qualities. The position offers a competitive salary range of $100,000 - $135,000 per year and the opportunity to participate in a performance-based incentive plan, along with other comprehensive benefits. #J-18808-Ljbffr Tompkins Financial Advisors
- ...seeks a Private Banker in Rochester, NY, to manage client relationships and provide tailored wealth management advice. The ideal candidate will have at... ...Responsibilities include advising clients on investment strategies, generating new business, and ensuring adherence to...Senior
$140k - $180k
Keller Executive Search is looking for a Senior Director, Operations Strategy in Rochester, NY to lead strategic planning and operational improvement... ...leading initiatives for service optimization and revenue growth, and building operational plans. With a requirement of 1...Senior- ...institution in Rochester seeks a Select Growth Advisor to support Private Client Advisors in offering comprehensive... ...skills and a deep understanding of wealth management, as you will provide... ...solutions, implementing financial strategies, and maintaining client relationships...Suggested
- ...experienced Investment Banking Vice President to drive high-profile transactions in Rochester, New York. You will serve as the main client contact and oversee various banking products, including mergers and acquisitions. The ideal candidate has prior investment banking...Senior
$63.82k - $95.72k
Seoz is seeking a Senior SEO Specialist to become the SEO authority for their Medical Center in Rochester, NY. This full-time, hybrid role involves developing and executing SEO strategies, optimizing digital content for discoverability, and ensuring alignment with marketing...SeniorFull time$100k - $135k
Overview The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building... ...practices and investment strategies. The Wealth Advisor III will create... ...‑term success. Support team growth and development by mentoring colleagues...Local area- TwinThread is seeking a Private Banker - Vice President in Rochester, NY, to advise clients on building and managing their wealth. The role requires over six years of experience in Private Banking or Financial Services and a Bachelor’s degree. Candidates must also obtain...Senior
- ...Senior Consultant – Strategy & Operations The Strategy & Operations (S&O) practice is one of the key... ...Practice, and we focus on assisting our clients with business challenges in the areas... ...of their operations to enable growth and effectiveness and achieve meaningful...Senior
- ...services firm in Rochester, NY is seeking a Registered Client Service Associate to support Financial Advisors with essential administrative tasks and client... ...team training and marketing efforts. A commitment to high-quality service is essential. #J-18808-Ljbffr BBF WealthSenior
$25 - $38.46 per hour
Private Client Banker - Perinton page is loaded## Private Client Banker - Perintonlocations... ...Summary** Be a problem solver, trusted advisor, and partner to the people and... ...managing their finances, including investment strategies, retirement planning, and tax optimization...Hourly payWork experience placementDay shift- ...Subsidiary Banking team in Rochester, NY. The role involves managing client relationships, preparing marketing materials, and conducting... ...and strong communication skills. The position supports business growth in the LATAM corridor and requires proficiency in analytical...
$124k - $280k
...advanced analytics techniques to help clients optimise their operations and... .... Growing as a strategic advisor, you leverage your influence, expertise... ...of innovative data strategies that drive business growth. As a Senior Manager, you will serve as a strategic...SeniorFull timeH1b- Tax Supervisor/Manager/Senior Manager (Middle Market -Large Company Client Focus) Posted On 05/18/20... ...team. We offer tremendous growth and development... ...as a front-line client advisor, developing strong, lasting... ...complex tax planning and strategy engagements, offering innovative...SeniorWork experience placementWork at officeRemote work
$140k - $180k
...company in Rochester, NY is seeking a Senior Director, Operations Strategy to lead strategic planning,... ...focused on service optimization, revenue growth, cost control, guest experience, and... ...Both Keller Executive Search and our clients are Equal Opportunity Employers. Qualified...SeniorLocal area- A global professional services firm is seeking a Senior Commercialization Architect in Rochester, NY. This... ...the commercialization process, defining pricing strategies and building frameworks to promote profitable growth across various business models. Candidates should...Senior
$130k - $175k
Fisher Associates is seeking a Senior Highway Transportation Engineer (PE) in Rochester,... ...leading highway design projects for various clients, conducting technical reviews, and... ...excellent benefits, and opportunities for professional growth. #J-18808-Ljbffr Fisher AssociatesSenior- A leading insurance firm in New York is seeking a Senior Account Manager responsible for managing client accounts and supporting Advisors. The role entails communication with clients, managing the renewal process, and maintaining client relationships. Candidates should...Senior
- ...Senior Director, Global Demand Generation (ABM, Enterprise Growth) About the Company Industry-leading provider of cloud-based communications solutions Industry... ...for owning the global demand generation strategy and execution, leading ABM across enterprise accounts...Senior
$18.75 - $25 per hour
...Penfield, NY. This role involves acting as a problem solver and advisor for client service issues. Responsibilities include overseeing teller... ...base hourly rate between $18.75 to $25.00 and opportunities for career growth in a supportive environment. #J-18808-Ljbffr KeyCorpHourly pay$1,000 per month
...build your business and client base Develop and execute on a business strategy Call on potential... ...personal and professional growth in this program. With... ...Financial Representative or Advisor role upon graduation.... ...student; juniors and seniors preferred Entrepreneurial...Full timeInternshipLocal areaFlexible hours$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a... ...business where you can help your clients achieve their goals through... ...‑building, and development strategies you need to be successful in... ...plans—including investments for growth, insurance for protection,...Work at office$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...where you can help your clients achieve their goals through... ...-building, and development strategies you need to be successful in... ...plans including investments for growth, insurance for protection,...For contractorsWork at office- ...services firm in Rochester is seeking driven individuals to educate clients on financial planning and insurance options. Responsibilities... ...-up allowance and comprehensive insurance benefits, allowing advisors to thrive professionally and personally. #J-18808-Ljbffr...
$105k - $250k
...a group of experienced advisors that help individuals and... ...financial goals. Our Wealth Advisors (PCFAs) conduct... ...to understand a client’s short- and long-term... ...personal and professional growth of team members. PCFAs... ...personalized wealth management strategy. Enhance and preserve...Temporary workLocal areaFlexible hours- J.P. Morgan Chase seeks a Private Client Advisor in Rochester, NY to deliver tailored financial advice and develop client relationships. The role requires at least 2 years of experience in financial advising, proficiency in client acquisition, and holding relevant licenses...
$70k - $80k
...of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being... ...managed solutions Recommends banking and investments strategies that align with client financial goals and needs...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift- A leading cloud-based HR solutions provider in Rochester, NY, is seeking a Senior Manager Client Services Ops to oversee account management teams and ensure exceptional customer service. This in-office position requires a strong background in operational management and...SeniorWork at office
- ASME International in Morehousetown, NJ seeks a Senior Managing Director of Sales to lead and execute an impactful sales strategy across enterprise accounts. Responsibilities... ...customer relationships, driving revenue growth, and developing a high-performance sales team...SeniorRemote job
$120k - $132k
...Marketing Leader Drive B2C growth. Lead a high-impact team. Shape the customer journey... ...of Marketing, you'll design full-funnel strategies that attract high-value customers,... ...insights, strategy, and recommendations to senior leadership What You Bring ~5+...SeniorVisa sponsorshipWork visaFlexible hours$85k - $150k
...Time At FustCharles LLP, we help clients navigate complex tax environments with clarity, strategy, and care. As a leading... ...seeking an experienced Tax Manager, Senior Tax Manager or Tax Principal to... ...identifying opportunities for growth What We’re Looking For You’re...SeniorFull timeSummer workWork at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor — Growth & Client Strategy. Be the first to apply!
- jde finance consultant Pittsford, NY
- financial advisor Pittsford, NY
- financial planner Pittsford, NY
- financial planning assistant Pittsford, NY
- financial advisor associate Pittsford, NY
- financial counselor Pittsford, NY
- financial planning associate Pittsford, NY
- finance associate Pittsford, NY
- estate planning consultant Pittsford, NY
- financial planning administrator Pittsford, NY


