The posting
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+ AUM region. The firm has a track record of retaining and quickly promoting top talent. Extensive opportunity for advancement. Highlights • Advise high net worth client relationships, inclusive of multi-generational families,...



