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Senior Wealth Advisor Jobs in Rochester, NY (NOW HIRING)

Mercer Advisors

Tax Manager (NorthEast)

Rochester, NY · Hybrid

$109K - $143K/yr

The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...

Morgan Stanley

Market Executive

Rochester, NY · On-site

... Stanley Wealth Management products, and understand and explain how a recruit will be able to ... Ability to interact with senior management team, Financial Advisors, support staff, clients and ...

AON PLC

AVP, Planning and Analysis

Rochester, NY · On-site

$140 - $176/hr

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services ... Strong communication and presentation skills, particularly with senior stakeholders * Facilitation ...

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Senior Wealth Advisor information

See Rochester, NY salary details

$68.6K

$131.4K

$207.2K

How much do senior wealth advisor jobs pay per year?

As of Aug 26, 2026, the average yearly pay for senior wealth advisor in Rochester, NY is $131,387.00, according to ZipRecruiter salary data. Most workers in this role earn between $110,500.00 and $145,500.00 per year, depending on experience, location, and employer.

What is a senior wealth advisor?

A Senior Wealth Advisor is a financial professional who provides comprehensive financial planning and investment management services to high-net-worth individuals, families, and sometimes businesses. They help clients develop strategies for building, preserving, and transferring wealth, often addressing areas such as retirement planning, tax strategies, estate planning, and risk management. Senior Wealth Advisors typically have significant experience in the financial industry and may hold advanced credentials, allowing them to handle complex financial situations and provide tailored advice to meet their clients’ goals.

What are the key skills and qualifications needed to thrive as a senior wealth advisor?

To thrive as a Senior Wealth Advisor, you need expertise in financial planning, investment management, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and CRM tools is essential. Exceptional interpersonal skills, trustworthiness, and strong communication abilities distinguish top performers in this role. These skills are crucial for building long-term client relationships, delivering tailored financial strategies, and maintaining compliance in a highly regulated industry.

What are some common challenges senior wealth advisors face when managing high-net-worth client portfolios?

Senior Wealth Advisors often encounter challenges such as navigating complex tax and estate planning needs, balancing diverse investment goals among family members, and adapting strategies to changing market conditions. They must also stay current with evolving regulations and ensure clear communication to build trust and retain clients. Successfully managing these aspects requires strong analytical skills, proactive relationship management, and close collaboration with legal, tax, and investment professionals.

How much does a top senior wealth advisor make?

A top senior wealth advisor can earn between $200,000 and $500,000 annually, including base salary, commissions, and bonuses. Compensation varies based on experience, client portfolio size, and firm performance, with highly successful advisors earning significantly more.

What does a senior wealth advisor do?

A senior wealth advisor provides comprehensive financial planning and investment management services to high-net-worth clients. They analyze clients' financial situations, develop tailored strategies, and recommend investment products, often using financial software and requiring certifications like CFP or CFA. They also build long-term relationships and may oversee a team of junior advisors.

What are popular job titles related to Senior Wealth Advisor jobs in Rochester, NY?

For Senior Wealth Advisor jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Senior Wealth Advisor jobs in Rochester, NY look for?

The top searched job categories for Senior Wealth Advisor jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Senior Wealth Advisor jobs?

Cities near Rochester, NY with the most Senior Wealth Advisor job openings:

Senior Wealth Advisor jobs near you
Infographic showing various Senior Wealth Advisor job openings in Rochester, NY as of August 2026, with employment types broken down into 85% Full Time, 11% Part Time, and 4% Contract. Highlights an 68% Physical, 4% Hybrid, and 28% Remote job distribution, with an average salary of $131,387 per year, or $63.2 per hour.

Wealth Advisor III

Pittsford, NY • On-site

Tompkins Community Bank
Commercial Banking • 1 - 5K employees

8.4

Company rating: 8.4 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

38th of 172 rated banks

Great coworkers

People enjoy working here

Good employer

Learn more about Tompkins Community Bankexternal

$100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 20 days ago

Job description

Overview
Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891. With advisor offices across New York, Pennsylvania, and Florida and more than $3 billion in assets under management, we have built a reputation on something that cannot be replicated quickly: the trust of families, sustained across generations.
Joining Tompkins means joining a team that takes the long view - because our clients do. We combine the resources and stability of a full-service financial institution with the personal attention and continuity that define a true advisory relationship.
Position Summary:
The Wealth Advisor III is our most senior client-facing position, serving as the primary advisor for clients whose financial lives span multiple generations, business interests, and planning disciplines. Working alongside a dedicated team - a financial planner, trust officer, and portfolio manager - you will provide the strategic guidance and personal attention that distinguishes a Tompkins relationship from a transactional one.
Tompkins advisors are embedded in their communities and supported by a network of bank partners who provide a consistent, warm source of introductions. Rather than building a practice from the ground up alone, you will benefit from institutional infrastructure and the momentum of a collaborative team. The compensation model - salary, bonus, and equity - reflects that partnership and provides the kind of stability that allows advisors to focus on what they do best.
Responsibilities
Client Relationship Management
  • Serve as the primary point of contact and trusted advisor for an assigned client portfolio
  • Conduct thorough discovery to understand each client's goals, values, family circumstances, and financial priorities
  • Facilitate client meetings with clarity and purpose, translating complex planning concepts into practical, personal guidance
  • Stay attuned to evolving client needs, responding thoughtfully to life changes, market developments, and shifting objectives
  • Cultivate relationships with the consistency and attentiveness that earn long-term confidence - recognizing that a client's trust is built over time and demonstrated through every interaction

Business Development
  • Develop and deepen a client portfolio through disciplined prospecting and relationship development, consistently delivering against the revenue expectations of a senior advisor
  • Manage inbound referrals from Tompkins Community Bank retail & commercial bank partners, developing relationships that align with the firm's service standards
  • Cultivate relationships with centers of influence - attorneys, accountants, and other trusted advisors - whose clients may benefit from the firm's services
  • Represent Tompkins Financial Advisors at community events, professional associations, and charitable organizations
  • Build and sustain a referral network through in-person community involvement, and develop an online presence that reflects professional expertise and extends the firm's reach through digital content and engagement

Partnership & Collaboration
  • Direct a dedicated client strategy team - financial planner, trust officer, and portfolio manager - coordinating specialist involvement based on each client's priorities
  • Serve as the integrating voice across disciplines, ensuring that investment, trust, and banking strategies are coherent and clearly communicated to the client
  • Embrace a team environment defined by shared standards, mutual accountability, and a commitment to the client experience

Compliance & Professional Standards
  • Conduct all client and business activity in accordance with applicable regulatory requirements and firm policy
  • Maintain accurate documentation of client interactions, recommendations, and planning decisions
  • Preserve client confidentiality and uphold the firm's standards of integrity in all professional conduct
  • Stay current on relevant regulatory developments and apply sound, consistent practices across all client work

Qualifications
  • Bachelor's degree or equivalent professional experience, required
  • Minimum of ten (10) years of experience in wealth management, financial advisory, or relationship management
  • CFP® or CPWA® designation preferred
  • Proficiency in wealth management platforms, engaging clients through digital channels, including conferencing and web-based planning tools, as an extension of the in-person relationship
  • This role is office-based, working out of a Tompkins Financial Advisors location

Key Success Factors:
  • Client Stewardship - Builds relationships grounded in trust, consistency, and a genuine understanding of each client's circumstances. Prioritizes long-term outcomes and sustained engagement.
  • Team Collaboration - Directs a multidisciplinary team with clarity and purpose, ensuring each specialist's contribution is well-timed and well-coordinated on behalf of the client.
  • Professional Judgment - Navigates complex client situations with sound reasoning, discretion, and the ethical standards that a multi-generational advisory relationship demands.
  • Business Development - Pursues new client relationships with initiative and intention, supported by an established referral network and a clear sense of what a Tompkins relationship represents.
  • Influence Through Example - Sets the standard for client engagement and professional conduct, contributing to a team culture where colleagues at every level are encouraged to grow.

Benefits
  • Medical
  • Dental
  • Vision
  • 401(k) Match
  • Profit Sharing
  • Paid Time Off
  • 11 Holidays
  • Tuition Reimbursement
  • Free Parking throughout Tompkins Community Bank
  • Employee Referrals

EEO Statement
Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.
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Pay Range
USD $100,000.00 - USD $135,000.00 /Yr.
Bonus/Incentive Plan
This position includes participation in a performance-based cash incentive plan. May also be eligible for Equity Grants.

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