Senior Advisor Jobs in Rochester
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Search Results - Senior Advisor Jobs in Rochester
Leah Yosef International-Rochester
Wealth Advisor
Succession Planning
Rochester, NY
Overview
Dynamic 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...
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Manning & Napier-Rochester
Job Description
Summary
/n
Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs. As an essential member of the sales and service team, you will partner with a senior...
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Wealth Enhancement Group, LLC-Rochester
Wealth Enhancement Group in Pittsford, NY seeks a Senior Vice President, Financial Advisor to lead client relationships and the advisory team. This senior role blends leadership with high-touch planning and complex UHNW client service.
The SVP...
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Talently-Rochester
Job Title: Senior Counsel
Location: Onsite (Chevy Chase, MD)
Salary: $200,000-$250,000
Skills: enclosed mall, shopping center, retail, commercial, leasing, leases, reciprocal easement agreements, REAs, development agreements, acquisitions...
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mindmatch.ai -
Wealth Enhancement Group-Rochester
Wealth Enhancement Group has an exciting opportunity for a **Senior Vice President, Financial Advisor** to join our team in **Pittsford, New York**.This is a senior leadership position within the advisory team, combining advisor leadership...
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Wegmans Food Markets-Rochester
This position requires experience working with multi-state corporate income tax compliance
As a Senior Tax Analyst in the Income and Payroll areas, you will support all aspects of corporate income and payroll taxes, for all jurisdictions in which Wegmans...
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Wealth Enhancement Group-Rochester
Wealth Enhancement Group is seeking a Senior Vice President, Financial Advisor in Pittsford, NY to lead and mentor a team of advisors while managing UHNW client relationships. The SVP will guide planning-based services, grow the practice, and ensure...
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University of Rochester-Rochester
advisor to academic leaders, faculty, and senior administrators regarding opportunities for external partnership and industry engagement.
• Collaborate closely with internal offices—including research, Advancement, Technology Transfer, Global Engagement...
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Starr Indemnity & Liability Company-Rochester
business strategy, manage broker relationships, and align with growth and profitability goals.
The SVP reports to Senior Advisor and is a key member of the leadership team, overseeing underwriting, setting targets, and collaborating with senior
#J-18808...
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Deloitte-Rochester
adaptive implementation approach - which emphasizes flexibility, integrated client involvement, and rapid delivery of value.
Client Management: Manage day to day interactions with executive clients and sponsors
Delivery: Gain trusted advisor status...
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Simplex-Rochester
On-site | Rochester, NY Area.
We are seeking a Senior Investment Strategist to help shape investment recommendations and portfolio strategy for high-net-worth and ultra-high-net-worth clients.
This individual will combine rigorous investment...
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hiringthing.com -
Rochester
Overview:
WHO are we looking for?
CAPTRUST is seeking a full-time Senior Wealth Client Management Associate to work with one to several financial advisors to service and retain wealth client relationships. The Senior Client Management Associate...
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icims.com -
PJT Partners, Inc-Rochester
PJT Partners is a leading advisory-focused investment bank seeking candidates with a strong background in finance/accounting to support senior deal teams in the Consumer & Retail sector. The role emphasizes client-facing responsibilities and deep...
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Manning & Napier-Rochester
Summary
Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs. As an essential member of the sales and service team, you will partner with a senior territory-based sales partner...
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Ernst & Young Advisory Services Sdn Bhd-Rochester
EY in New York seeks a Senior Manager in Private Tax to advise business owners and high net worth individuals on complex personal and family matters, including wealth transfer and governance. You will lead engagements, review intricate tax returns...
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