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Wealth Management Jobs in Rochester, NY (NOW HIRING)

Tompkins Community Bank

Wealth Advisor III

Pittsford, NY · On-site

$100K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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.

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

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 ...

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

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 ...

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

  • Medical

  • Retirement

  • PTO

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 ...

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

  • Medical

  • Retirement

  • PTO

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 ...

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All JobsWealth Management JobsWealth Management Jobs in Rochester, NY

Wealth Management information

See Rochester, NY salary details

$74K

$96.4K

$115.4K

How much do wealth management jobs pay per year?

As of Aug 17, 2026, the average yearly pay for wealth management in Rochester, NY is $96,424.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,300.00 and $107,500.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.

What are the key skills and qualifications needed to thrive in wealth management, and why are they important?

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.
More about Wealth Management jobs

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

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

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

Wealth Management jobs near you
Infographic showing various Wealth Management 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 88% In-person, 5% Hybrid, and 7% Remote job distribution, with an average salary of $96,424 per year, or $46.4 per hour.

Vice President, Wealth Management Counsel

Growth Equity Interview Guide

Rochester, NY • On-site

$250 - $400/hr

Other

Medical, Dental, Vision, Retirement

Posted 5 days ago

Job description

Vice President, Wealth Management Counsel

Ares Management is looking for a Vice President, Wealth Management Counsel to join their legal team in New York. This role involves advising on legal and regulatory matters for their Wealth Management Solutions Business. The ideal candidate will have significant experience and a strong desire to grow alongside the business while supporting its expansion in a responsible manner.

What You’ll Do
  • Advise on legal and regulatory matters in the wealth management space
  • Support new and existing products and initiatives
  • Negotiate agreements with distribution partners
  • Address regulatory issues related to investment products
  • Build strong relationships with internal stakeholders
  • Enhance legal frameworks for the business
  • Manage outside counsel relationships
What You Need
  • Juris Doctor (JD) with a strong academic background
  • New York State law license in good standing
  • 8+ years of relevant experience at a top-tier law firm or in-house
  • Comfortable functioning as a generalist and eager to learn
  • Strong problem-solving skills and ability to balance legal and commercial aspects
  • Excellent communication and relationship-building skills
  • Detail-oriented and able to manage multiple tasks
  • Operates with integrity and professionalism
What You’ll Love
  • Competitive salary and performance-based bonuses
  • Comprehensive benefits including medical, dental, and vision plans
  • 401(k) with company match and flexible savings accounts
  • Access to mental health resources and wellness programs
  • Support for education and professional development
  • Inclusive and collaborative work environment
About the Firm
  • Ares Management is a leading alternative investment manager
  • Focuses on credit, private equity, real estate, and secondaries strategies
  • Committed to fostering a diverse and inclusive workplace
  • Values collaboration, responsibility, and entrepreneurial spirit
  • Offers a range of innovative investment opportunities
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