Top 26 Wealth manager Jobs in Rochester, Ny

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
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
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
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
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
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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Director of Wealth Management Talent Acquisition & Development - Tompkins Financial Advisors
Tompkins Financial Advisors —Pittsford, NY
Planning & Results Orientation – Leads strategic planning by setting goals, managing resources and budgets, mitigating risks, and driving continuous improvement…
$130,000 - $150,000 a year
Wealth Advisor II
Canandaigua National Bank & Trust Co —Pittsford, NY
A B.S. or B.S. degree in a field related to banking or equivalent normally required. Monitors the cash and investments of each account with consideration of the…
$110,000 - $135,000 a year
Quick Apply

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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
Wealth and Investment Portfolio Manager II
Huntington Bank —Columbus, OH
Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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Wealth Advisor II

Canandaigua National Bank & Trust Co -
Pittsford, NY

Quick Apply

Job Details

Full-time
$110,000 - $135,000 a year

Benefits

Profit sharing
Wellness program
Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Vision insurance
Employee discount
Employee stock ownership plan

Qualifications

Customer communication
Research

Full Job Description

Wealth Advisor II

Canandaigua National Bank

Location: Pittsford, NY (Hybrid – 4 days/wk. in office)

What does a Wealth Advisor II do?

Responsible for providing investment management services to customers of the Bank; capable of articulating the Investment Philosophy of Canandaigua National Bank to prospective/current clients as well as centers of influence who refer business to Canandaigua National Bank Wealth; providing excellent service to customers; achieving goals as established in the Canandaigua National Bank Wealth annual operating plan; complying with operating policies and procedures established for the investment services function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports.

Provides investment management and financial services to customers of the Bank as follows:

Nurtures and maintains client relationships, providing proper financial planning and investment solutions to ensure the client’s financial needs are being met.
Provides the proper amount of face-time with the client to review the financial situation/plan; brings in other specialists and trusted advisors from within the CNC organization, as necessary.
Maintains highest level of communication with clients informing them of activity within the account, strategies to capture current market and economic conditions, and providing educational guidance when needed.
Communicates and documents this communication at a level desired by individual clients (verbal, letters, email, corporate functions).
Monitors the cash and investments of each account with consideration of the objectives of the accounts, the needs of beneficiaries, and cash requirements for taxes and distributions as illustrated by the following
Reviews portfolios on a regular basis and recommends changes to clients as may be appropriate.
Prepares and documents Investment Policy Statements (IPS).
Initiates and follows through on buy and sell orders and monitors uninvested cash seeking investment opportunities when appropriate.
Completes annual Regulation 9 compliance review on a timely basis.
Performs research and review of stocks, bonds, and other investment securities; makes reports and recommendations on ways to better meet account objectives.
Maintains an active awareness of changes in legal and tax requirements which may affect the investment of accounts (including the employment of risk reducing strategies such as diversification and asset allocation).
Prepares and maintains documentation, status records and reports on investment and accounts and financial planning activities; prepares various reports, statements, and forms including tax, regulatory, and other governmental forms as required.
Actively engages in customer activity to meet the required annual goals as established as part of the operating plan. (To include but not limited to New Business Development; Revenue Growth; Asset Retention, Compliance Reporting, and LOB referrals).
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness.
Complies with established operating policies and procedures in order to maintain adequate controls and to support the Bank’s adherence to outside regulatory requirements.
Communicates with management and staff personnel in order to integrate goals and activities
Responds to inquiries relating to his/her particular area, or to requests from other Bank personnel, customers, etc., within given time frames and within established policy.
Maintains appropriate records and provides assigned reports, including sales reports.
Provides mentoring and on-the-job training and guidance to junior investment officers and others as needed.
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.

What is needed to be successful in this role?

A B.S. or B.S. degree in a field related to banking or equivalent normally required. A combination of education and work experience will be considered. MBA Preferred.
Certified Financial Planner (CFP) designation, or currently pursuing designation, required.
Specialized Wealth Management education and training such as Chartered Financial Analyst, Chartered Mutual Fund Counselor or similar further education preferred.
A minimum of seven (7) years' experience in related positions.

Experience in banking/financial services preferred.

What makes working at Canandaigua National Bank different?

With “Can” in our name, anything is possible. Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including:

Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
Paid Holidays, Vacation, and Sick time.
Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
Training & Development Opportunities.
Tuition Assistance.
Volunteer Opportunities.
Award Winning Wellness program that promotes a solid work/life balance.
Banking perks and discount programs.

Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.

As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture.

Canandaigua National bank is the only local, full-service, community-owned financial institution in the Rochester area. With “Can” in our name, anything is possible! If you want to be a part of something special, join us today!

Compensation: $110,000 - $135,000. The actual rate offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.

Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Quick Apply

Refine Your Search

wealth manager jobs in rochester, ny

Wealth Advisor II

Financial Advisor Development Program

Key Private Bank Relationship Manager

Wealth Advisor (Upstate New York)

Wealth Advisor III

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

Financial Advisor (Experienced)

Tax Manager - Private Wealth

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

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