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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.

Staffingine LLC

Executive Wealth Advisor

Rochester, NY · On-site

Executive Wealth Advisor Job Location: Rochester, NY Job Type: Full time * Conduct all Get to Know ... Manage top 20% of the team's client reviews. * Dedicate at least 80% of time in business ...

UBS

Client Associate

Rochester, NY

... global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich ...

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Rochester, NY

Wealth Manager information

See Rochester, NY salary details

$24.2K

$58.7K

$114.5K

How much do wealth manager jobs pay per year?

As of Jun 16, 2026, the average yearly pay for wealth manager in Rochester, NY is $58,732.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 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?

A wealth manager typically works with clients who have substantial assets, often starting at several hundred thousand dollars. While $200,000 can be a significant amount for financial planning, some advisors may require higher minimum investments or fees, depending on their fee structure and services offered.

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 ranging from $80,000 to $150,000, with top earners making over $200,000 depending on experience, client base, and location. Compensation often includes bonuses and commissions based on assets under management and performance.

Can financial advisors make $500,000 a year?

Wealth managers and financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, and strong sales skills. Achieving this level often requires years of experience, professional certifications like the CFP or CFA, and a focus on high-value financial planning and investment management.

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
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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 June 2026, with employment types broken down into 86% Full Time, and 14% Part Time. Highlights an 91% In-person, and 9% Remote job distribution, with an average salary of $58,732 per year, or $28.2 per hour.
Wealth Manager

Wealth Manager

Leah Yosef International, Inc.

Rochester, NY

$170K/yr

Other

Posted 28 days ago

Job description

Succession Planning

Independent, multi-billion-dollar AUM RIA in Rochester, New York is seeking a Lead Wealth Manager to serve as a trusted partner and primary relationship manager to a select group of the firm’s most complex clients. Succession planning opportunity.

Highlights

  • Serve as the Lead Wealth Manager for existing client relationships transitioning from firm managing partners (150M+ AUM) as part of ongoing succession planning.
  • Advise clients and deliver comprehensive financial planning, advanced estate and tax planning, risk management, multi-generational business succession planning, and family governance
  • Opportunity to participate in future firm growth by assuming responsibility for additional complex, high-net-worth client relationships, both existing and newly developed
  • Nationally recognized exceptional culture that places a high priority on both the client experience as well as work/life balance
  • $170,000+ first year compensation package

Requirements

  • 5+ years independently managing high-net-worth clients
  • Advanced designations such as CFP, CPA, JD or CFA preferred
Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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