UHNW & Institutional Investment Advisor

LVW Advisors is an independent investment advisory firm serving ultra-high-net-worth families, business owners, endowments, foundations, nonprofits, and other sophisticated investors. The firm combines institutional-quality investment expertise with a highly personalized advisory approach to help clients navigate complex investment decisions, long-term wealth objectives, and evolving financial needs.

LVW is seeking an exceptional UHNW & Institutional Investment Advisor to join its team in Rochester, New York (or in the East Coast area). This is a senior, outward-facing role that combines investment expertise, client advisory, relationship management, and business development. The successful candidate will build trusted relationships with sophisticated clients, deepen existing partnerships, cultivate new opportunities, and help translate LVW's investment expertise into meaningful client outcomes.

This position is hybrid and offers an opportunity to take on broader leadership responsibilities as LVW continues to grow and develop its next generation of leaders.

Primary Responsibilities:

The UHNW & Institutional Investment Advisor will serve as a senior advisor to ultra-high-net-worth families, business owners, institutional investors, and other sophisticated clients while contributing to th