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Wealth Manager Jobs in Rochester, NY (NOW HIRING)

Tompkins Community Bank

Wealth Advisor III

Pittsford, NY · On-site

$100K/yr

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.

Deloitte

Tax Manager - Private Wealth

Rochester, NY

$109K - $143K/yr

Recruiting for this role ends on May 31, 2027 What You'll Do As a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary ...

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Wealth Manager information

See Rochester, NY salary details

$24.2K

$58.8K

$114.5K

How much do wealth manager jobs pay per year?

As of Jul 15, 2026, the average yearly pay for wealth manager in Rochester, NY is $58,758.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $67,600.00 per year, depending on experience, location, and employer.

How do Wealth Managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is 200,000 enough to work with a financial advisor?

As a wealth manager, working with clients who have $200,000 or more in assets is common, but the amount needed to engage a financial advisor varies based on the advisor's fee structure and services. Many advisors charge a percentage of assets under management, typically around 1%, so a $200,000 portfolio would incur approximately $2,000 annually. Some firms offer fee-only or flat-fee options suitable for clients with this level of assets.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including wealth managers, earn $500,000 or more annually. Achieving this level typically requires extensive experience, a strong client base, and often specialization in high-net-worth individuals, along with certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000, with top earners reaching higher income levels through performance-based bonuses and commissions.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

How much do wealth managers earn?

Wealth managers typically earn a median annual salary of around $89,000, with total compensation often including bonuses and commissions that can significantly increase earnings. Experienced professionals with certifications like the Certified Financial Planner (CFP) can earn higher salaries, especially when managing high-net-worth clients.

What Does a Wealth Manager Do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

What exactly does a wealth manager do?

A wealth manager provides financial planning and investment management services to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop personalized strategies, and often coordinate with other professionals like accountants and estate planners. Strong knowledge of financial markets, certifications such as CFP or CFA, and client relationship skills are essential in this role.

What are the key skills and qualifications needed to thrive as a Wealth Manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
More about Wealth Manager jobs
What are popular job titles related to Wealth Manager jobs in Rochester, NY? For Wealth Manager jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Wealth Manager jobs in Rochester, NY look for? The top searched job categories for Wealth Manager jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Wealth Manager jobs? Cities near Rochester, NY with the most Wealth Manager job openings:
Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Rochester, NY as of July 2026, with employment types broken down into 82% Full Time, 16% Part Time, 1% Temporary, and 1% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $58,758 per year, or $28.2 per hour.
Wealth Advisor III

Wealth Advisor III

Tompkins Community Bank

Pittsford, NY • On-site

$100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

Tompkins Community Bank rating

8.4

Company rating: 8.4 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

34th of 149 rated banks

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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