Senior Wealth Advisor

Wealth AdvisorSuccession PlanningRochester, NY OverviewDynamic and fast growing National RIA seeks a Wealth Advisor to play a key role in succession planning by inheriting high net worth client relationships on a collegial, client focused 1B+ AUM region.The firm has a track record of retaining and quickly promoting top talent. Extensive opportunity for advancement.HighlightsAdvise high net worth client relationships, inclusive of multi-generational families, regarding comprehensive wealth management, complex tax and estate planning strategies and investment managementThe role is open due to succession planning for a retiring advisor as well as 10%+ organic growthHybrid scheduleFirst year compensation package in the $150,000+ range with a clear track towards significant career and economic growthRequirements3+ years of wealth management experience2153