Top 27 Wealth management Jobs in Rochester, Ny

Entry-Level Financial Advisor
Equitable Advisors —Rochester, NY
- $33,400 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
Financial Advisor/Agent
New York Life —Victor, NY
- $85,506.73 - $102,975.84 a year
- Choose your own hours
- Hybrid work
- Background check
- Office
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Wealth Advisor II
Canandaigua National Bank & Trust Co —Pittsford, NY
- $110,000 - $135,000 a year
- Full-time
- 7 years
- Sales
- Bachelor of Science
- Profit sharing
- Wellness program
Quick Apply
Financial Advisor Development Program
Brighton Securities —Rochester, NY
- $50,000 - $100,000 a year
- Full-time
- Business development
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor (Upstate New York)
Mercer Advisors —Rochester, NY
- $85,000 - $145,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- CPA
- Paid parental leave
- Health savings account
Quick Apply
Key Private Bank Relationship Manager
KeyBank National Association —Rochester, NY
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Writing skills
Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors
Tompkins Financial Advisors —Pittsford, NY
- $130,000 - $150,000 a year
- Full-time
- Management
- Office
- Business development
- Free parking
- Profit sharing
Wealth Advisor III
Tompkins Financial Advisors —Pittsford, NY
- $100,000 - $135,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Free parking
- Profit sharing
Financial Advisor (Experienced)
Brighton Securities —Rochester, NY
- $150,000 - $600,000 a year
- Full-time
- Business development
- Bachelor's degree
- Mentoring
- Health savings account
- Health insurance
Quick Apply
Tax Manager - Private Wealth
Deloitte —Rochester, NY
- $100,350 - $205,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Research
KPC (Key Private Client) Regional Director, Planning & Investments
KeyBank National Association —Rochester, NY
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- Up to 50% travel
- Writing skills
- Office
4d

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Financial Advisor/Agent
New York Life —Victor, NY
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions…
$85,506.73 - $102,975.84 a year
Quick Apply
Tax Support Associate – Retail
Intuit —Newark, NY
Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Minimum of 3 years of paid experience filing 50 or more…
$25.50 - $28.50 an hour
9h

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Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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Entry-Level Financial Advisor

Equitable Advisors
Rochester, NY

Quick Apply

Job Details

Permanent | Full-time
$33,400 - $125,000 a year

Benefits

Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance

Qualifications

Customer communication
Series 7
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

· Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking

· Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance

· Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations

· Location: In-office presence required

· Work-Life Balance: Flexible schedule to maximize productivity and personal time

Skills & Experience

· Education: Bachelor's degree or equivalent skills and work experience

· Licensing: State Life & Health, SIE, Series 7, Series 66

· Personal Attributes: values-driven with a track record of success and accomplishment

· Communication Skills: excellent interpersonal and communication abilities with strong self-confidence

· Mindset: entrepreneurial spirit with a desire to positively impact others' lives

· Collaboration: ability to work with and learn from top performers

· Work Authorization: must be authorized to work in the United States

Training & Development

· FINRA Sponsorship: provided for required FINRA licensing

· Preliminary Employment Period (PEP): comprehensive 120-day hands-on training

· Virtual University: access to Equitable Advisors' Virtual University for continuous learning

· Mentorship: opportunities for joint work and mentorship

· Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed

· Leadership Development: access to Leadership Development School for those with management ambition

· Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

· Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.

· Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $33,400 annually.

· Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.

· Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back,"

sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Job Types: Full-time, Permanent

Pay: $33,400.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Paid time off
Professional development assistance
Tuition reimbursement
Vision insurance

Application Question(s):

Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Ability to Commute:

Rochester, NY 14623 (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth management jobs in rochester, ny

Entry-Level Financial Advisor

Financial Advisor/Agent

Wealth Advisor II

Financial Advisor Development Program

Wealth Advisor (Upstate New York)

Key Private Bank Relationship Manager

Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors

Wealth Advisor III

Financial Advisor (Experienced)

Tax Manager - Private Wealth

KPC (Key Private Client) Regional Director, Planning & Investments

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