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Wealth Manager Jobs in Rochester, NY (NOW HIRING)

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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 Aug 6, 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.

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.

Is wealth management a high paying career?

Wealth management is generally 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 top firms can earn six-figure incomes or higher.

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 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 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 81% Full Time, 17% Part Time, 1% Temporary, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $58,727 per year, or $28.2 per hour.

Client Service Associate

Thorley Wealth Management Inc

Rochester, NY • On-site

$55K - $75K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 28 days ago

Job description

Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
  • Competitive salary
  • Opportunity for advancement
  • Profit sharing
  • Training & development

Client Service Associate
Job Description:

Dynamic financial services firm seeks self-starter to keep growing office organized. This integral position will provide exceptional customer service to clients, work directly with, and support the administrative needs of our financial advisors and assist with the workflow needs of the office.
Summary:

The ideal candidate is honest, hard-working, ethical, and friendly; has a high level of integrity; and wants to be challenged. Must be organized, possess strong attention to detail, be able to work independently and solve problems, be comfortable on the phone and handle multiple projects simultaneously. Must be comfortable with technology and internet savvy. Experience in Microsoft Office Suite is required. Must be able to handle customer service and client needs. Must be highly adaptable and team oriented.
Principal Responsibilities:

  • Help advisor prepare for client meetings; process new business, completing all forms correctly and submit them for processing within one business day; track all pending business paperwork; follow up on outstanding items; maintain pending business summary and update advisor weekly; file client statements, correspondence, and agreements completely within five business days.
  • Anticipate advisor needs and handle them proactively.
  • Maintain CRM system to enter new contacts, update existing contacts, and utilize, update, and create workflows.
  • Answer the phone and handle all client services issues within capacity.
  • Use excellent customer service skills to build client relationships.
  • Draft letters as directed by advisor, prepare, and send outgoing mail.
  • Assist advisor with marketing efforts, coordinate marketing events and activities, spearhead special projects; other marketing activities as determined.
  • Become familiar with and backup receptionist position.
  • Make suggestions to systematize and improve office functions.
  • Other miscellaneous tasks as assigned.
Required Skills/Knowledge/Competencies:

  • 1+ years of experience as an administrative assistant in the financial services field
  • Strong organizational skills; detail oriented; strong decision-making and analytical skills; ability to work independently; ability to maintain attention to detail while under pressure.
  • Strong technical aptitude, including strong PC, internet, and software skills; ability to use multiple technology platforms.
  • Superior interpersonal, oral, and written communications skills
  • Notary Public license a plus
Job Type: Full-time
Salary: $55,000 - $75,000 per year
Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
Schedule:
  • 8 hour shift
  • Monday to Friday
Work Location: In person with some virtual workdays