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Wealth Advisors Receptionist Jobs (NOW HIRING)

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

Receptionist Job Title: Receptionist FLSA Classification: Non-exempt Salary Grade/Level/Family ... Wealth Advisors, Client Service Associates, and other internal team members. · Broker/dealer ...

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

Receptionist FLSA Classification: Non-exempt Salary Grade/Level/Family/Range: $17 to $22 per hour ... Wealth Advisors, Client Service Associates, and other internal team members. · Broker/dealer ...

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

Receptionist FLSA Classification: Non-exempt Salary Grade/Level/Family/Range: $17 to $22 per hour ... Wealth Advisors, Client Service Associates, and other internal team members. · Broker/dealer ...

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

Receptionist Job Title: Receptionist FLSA Classification: Non-exempt Salary Grade/Level/Family ... Wealth Advisors, Client Service Associates, and other internal team members. · Broker/dealer ...

RBA Wealth Management

Receptionist

Newport Beach, CA · On-site

$48K - $65K/yr

Support advisors and administrative staff with various clerical tasks. * Prepare and distribute ... Company Description RBA Wealth Management is a client-focused financial advisory firm dedicated to ...

Financial Synergies Wealth Advisors

Receptionist

Houston, TX · On-site

$15 - $19.75/hr

Position Summary The Receptionist is the first point of contact for clients, visitors, vendors, and team members and plays an important role in creating a welcoming, professional, and efficient ...

Mariner

Client Service Associate

Manasquan, NJ · On-site

$14.25 - $19.75/hr

... receptionist as needed * Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for ...

Mariner

Client Service Associate

Brentwood, MO · On-site

$13.50 - $18.75/hr

... receptionist as needed * Understand the client's overall business needs and help identify value-added services that Mariner Wealth Advisors can provide * Review activities within the job scope for ...

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How much do wealth advisors receptionist jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for wealth advisors receptionist in the United States is $17.82, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $19.95 per hour, depending on experience, location, and employer.

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Infographic showing various Wealth Advisors Receptionist job openings in the United States as of August 2026, with employment types broken down into 71% Full Time, 28% Part Time, and 1% Contract. Highlights an 91% Physical, 4% Hybrid, and 5% Remote job distribution, with an average salary of $37,057 per year, or $17.8 per hour.

Receptionist

Rochester, NY • On-site

Thorley Wealth Management Inc
Finance and Insurance • 1 - 10 employees
Learn more about Thorley Wealth Management Incexternal

$17 - $22/hr

Full-time

Re-posted 20 days ago

Job description

Receptionist
Job Title: Receptionist
FLSA Classification: Non-exempt
Salary Grade/Level/Family/Range: $17 to $22 per hour
Location: Thorley Wealth Management – Rochester, NY
Date: July 2026
 
Job Summary
The Receptionist is responsible for creating an excellent first impression for clients, prospective clients, vendors, and other visitors by providing a warm, professional, and organized front-office experience. This role answers incoming calls promptly and courteously, directs callers appropriately, greets visitors, supports client meeting logistics, assists with mailings and deliveries, and contributes to the smooth day-to-day operation and appearance of the office.
The ideal candidate is friendly, professional, organized, dependable, and comfortable interacting with clients and team members in person and by phone. This position requires strong communication skills, attention to detail, sound judgment, a client-first mindset, and the ability to manage routine administrative tasks efficiently while maintaining confidentiality and professionalism.
 
Essential Duties and Responsibilities
Reception and Client Experience
·       Answer incoming calls in a professional and courteous manner, screening and routing calls to the appropriate team member.
·       Greet clients, prospective clients, vendors, and visitors with a positive, helpful attitude.
·       Respond to routine inquiries within role capacity and provide general information when appropriate.
·       Ensure clients and visitors are welcomed and directed appropriately upon arrival.
·       Help maintain a professional, organized, and welcoming front-office environment.
Administrative and Office Support
·       Accept deliveries, incoming texts, and other office communications.
·       Prepare client mailings and assist with outgoing mail.
·       Responsible for preparing and sending monthly client communications as directed by advisor.
·       Assist with general administrative tasks and office projects as assigned.
·       Support the overall appearance and organization of the front office.
Scheduling and Meeting Support
·       Schedule client review meetings with advisor(s) as directed.
·       Assist with meeting preparation and client-facing logistics as needed.
·       Coordinate with team members to help ensure meetings and client interactions are handled smoothly and professionally.
Team Support
·       Assist with special projects as needed.
·       Support team members with routine administrative and workflow needs.
Qualifications
·       Three to five years of office experience preferred.
·       Two-year administrative or business degree preferred.
·       Excellent telephone skills and professional communication style.
·       Positive attitude and pleasant demeanor.
·       Strong work ethic, dependability, and professionalism.
·       Demonstrated ability to work in a fast-paced office environment.
·       Strong organizational skills and attention to detail.
·       Ability to maintain confidentiality and handle client interactions with discretion.
·       Comfortable using office technology, phone systems, email, and Microsoft Office applications.
Physical Demands, Work Environment, and Location
·       Professional office environment with regular use of computer systems, phone, email, and office equipment.
·       Prolonged periods sitting at a desk and working on a computer.
·       Must be able to communicate clearly with clients, team members, vendors, and visitors.
·       Must be able to lift up to 15 pounds at times.
·       In-office position located at Thorley Wealth Management in Rochester, NY.
Critical Connections
·       Clients and prospective clients.
·       Vendors, delivery personnel, and office visitors.
·       Wealth Advisors, Associate Wealth Advisors, Client Service Associates, and other internal team members.
·       Broker/dealer partners, custodians, and professional partners as needed.
 

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