HHiring Reality
← Focus Financial Partners

UHNW & Institutional Investment Advisor

Focus Financial Partners
Location
Rochester, NY / remote
Posted
28 days ago
Department
Client & Advisor Experience
Salary
$150,000-$180,000
What they actually want (must-haves)
  • Bachelor's degree in Finance, Economics, Accounting, Business, or a related field
  • 5+ years of experience in investment management, institutional consulting, wealth management, investment advisory, or a related field
  • Demonstrated experience working with institutional investors and ultra-high-net-worth clients
  • Strong understanding of investments, portfolio construction, and asset allocation
  • Ability to communicate complex investment concepts effectively to sophisticated clients
  • Demonstrated relationship-development and business-development capabilities
Nice to have
  • Relevant professional credentials such as the CFA, CFP, CAIA, or MBA
What the job really is

The UHNW & Institutional Investment Advisor at LVW Advisors is responsible for building and managing relationships with ultra-high-net-worth families and institutional clients. This senior role focuses on providing comprehensive investment advice, developing new business opportunities, and collaborating with internal teams to deliver tailored wealth strategies. The position also involves mentoring colleagues and contributing to the firm's growth initiatives.

Benefits
  • Annual cash bonus
  • Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k)
Things to weigh
  • Role is hybrid, which may require flexibility in work location
  • Position is not focused on portfolio management or primary research, which may limit certain investment experiences
  • Job title may change based on the selected candidate’s experience and education
Job score3.8/5
Benefits1/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency5/5

Applying to Focus Financial Partners?

See how your résumé matches this role — and tailor it from what actually gets interviews.