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Wealth Manager Jobs in Rochester, NY (NOW HIRING)

Focus Partners Wealth

Tax Associate

Geneseo, NY · On-site

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

Tax Associate

Rochester, NY · On-site

$58K - $77K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

DataAnnotation

FP&A Manager - AI Trainer

Rochester, NY · Remote

$50 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Morgan Stanley

Risk Officer

Rochester, NY · On-site

$120K - $160K/yr

Facilitates regular and consistent communication of Morgan Stanley Wealth Management policies and other regulations * Liaises with the Legal and Compliance Division with customer complaints and ...

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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
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 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.

Merrill Advisor Development Program - Financial Advisor: Western NY Market

Bank of America

Rochester, NY • On-site

Full-time

PTO

Posted 25 days ago

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Role Specifics:
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
The Merrill Advisor Development Program- Financial Advisor engages in:
  • Developing a book of business in order to meet and exceed established performance hurdles
  • Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
  • Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
  • Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
  • Organizing and managing resources (time, people, budget) to run a productive practice
  • Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
  • Completing mandated training, assessments, performance goals and continuing education requirements

We'll help you:
  • Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
  • Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Responsibilities:
  • Handles inbound inquiries from leads regarding Merrill offerings
  • Positions the extensive capabilities of Merrill and Bank of America
  • Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
  • Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
  • Documents all client interactions and opportunities within Salesforce accurately

Required Qualifications:
  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
  • Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Proven ability to engage with and influence others
  • Exceptional interpersonal and relationship building skills
  • Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
  • Proven ability to assess needs and recommend appropriate solutions/interventions
  • Proven ability to work collaboratively on a team and with key partners
  • Proven ability to listen and probe for clarity and understanding
  • Goal and results oriented
  • Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
  • Ability to work in an environment where the majority of your compensation is tied to your performance
  • Strong follow-through skills
  • Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel

Desired Qualifications:
  • Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
  • Learns and adapts to new technology or applications
  • Executes multiple tasks simultaneously

Skills:
  • Business Acumen
  • Business Development
  • Oral Communications
  • Prospecting
  • Wealth Planning
  • Analytical Thinking
  • Client Experience Branding
  • Client Investments Management
  • Portfolio Analysis
  • Risk Management
  • Active Listening
  • Client Solutions Advisory
  • Emotional Intelligence
  • Referral Management
  • Trading

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - Buffalo - 50 FOUNTAIN PLZ - KEY TOWER (NY3050), US - NY - Jamestown - 55 SOUTHWESTERN DR (NY3055), US - NY - Pittsford - 1221 Pittsford Victor Rd (NY3240), US - NY - Williamsville - 6245 SHERIDAN DR - SHERIDAN MEADOWS CORP PARK (NY3245)
Pay and benefits information
Pay range
$80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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