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Focus Financial Partners

UHNW & Institutional Investment Advisor

Focus Financial Partners · Rochester, NY / remote

Posted 24 days ago · $150,000-$180,000

or apply directly on Focus Financial Partners's site. We never take the application ourselves.

Is this posting real?

This role has been open
24 days
Focus Financial Partners's roles stay open a median of 45 days
Reposted
No
Salary listed
Yes
71% of Focus Financial Partners's roles list one
Ghost-job risk at Focus Financial Partners
high
22 stale, 1 reposted of 34 open
Hiring momentum
45 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from Focus Financial Partners's own greenhouse board since 2026-08-03. Full hiring picture for Focus Financial Partners.

About this role

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.

Our read on this posting3.8out of 5
benefits
1/5
freshness
4/5
career value
4/5
role clarity
5/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Focus Financial Partners as an employer.

What you need

  • 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 you get

  • Annual cash bonus
  • Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k)

Worth weighing

  • 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

Summarised from Focus Financial Partners's posting. Read the full original.

Listed by Focus Financial Partners on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

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