60 Results for

Financial Advisor Jobs in Rochester, NY

Jobs

Pittsford, New York

$61,000–$250,000 / year

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Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

22 days ago

$45,000–$100,000 / year

p>Benefits:

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage.

Compensation:

We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

30+ days ago

$80,000–$90,000 / year

p>Back to search results Merrill Advisor Development Program - Financial Advisor: Western NY Market Pittsford, New York; Jamestown, New York; Buffalo, New York; Williamsville, New York Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

30+ days ago

Pittsford, New York

$100,000–$135,000 / year

Overview:

Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891. Working alongside a dedicated team — a financial planner, trust officer, and portfolio manager — you will provide the strategic guidance and personal attention that distinguishes a Tompkins relationship from a transactional one.

29 days ago

Rochester, NY

This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

30+ days ago

Rochester, NY

Full time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

Rochester, New York

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Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

19 days ago

Rochester, NY

$100,000–$110,000 / year

p>_____.

25 days ago

Fairport, NY

$100,000–$150,000 / year

p>As the Vice President, Advisor Consultant, you will represent Manning & Napier and Callodine Group of Company's investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory.

Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal.

25 days ago

Rochester, NY

Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

Rochester, NY

$105,000–$250,000 / year

Our Wealth Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens Wealth Advisor is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members.

30+ days ago

Fairport, New York

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Summary

As the Vice President, Advisor Consultant, you will represent Manning & Napier and Callodine Group of Company’s investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory.

Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal .

27 days ago

Rochester, NY

Full time

30+ days ago

$100,000–$135,000 / year

li>Strategic Leadership & Execution: Leads departmental strategic planning in alignment with organizational goals by setting clear objectives, anticipating challenges, and developing actionable plans. In addition to delivering comprehensive wealth planning, Wealth Advisor III is accountable for achieving new business revenue goals through proactive client acquisition and strategic relationship development.

30+ days ago

Rochester, New York

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The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed.

Advanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients.

16 days ago

Rochester, NY

$19.96–$27.94 / hour

p>Responsibilities:

Provides comprehensive academic advising to a dynamic and diverse body of undergraduate students in the College Center for Advising Services (CCAS); advises students on academic matters including program planning, goal setting, academic progress, policies and procedures; refers students to faculty and other offices for specialized assistance.

Advises a caseload of assigned undergraduate students in Arts and Sciences and provides information about program planning, academic resources, special academic opportunities, rules and policies, financial aid, and graduation requirements.

30+ days ago

Rochester, NY

$19.96–$27.94 / hour

p>Responsibilities:

Advises a caseload of assigned undergraduate students in Arts and Sciences and provides information about program planning, academic resources, special academic opportunities, rules and policies, financial aid, and graduation requirements.

30+ days ago

Rochester, NY

$91,000–$321,500 / year

p>PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success.

30+ days ago

This role manages the recruitment process from start to finish, including sourcing candidates, conducting interviews, and ensuring a positive candidate experience. In addition to your base rate of pay and a competitive benefits package, successful candidates may be eligible to receive cash or equity-based incentives based on the role and performance.

4 days ago

Rochester, NY

D., can be reached by phone (585-385-8232), email (titleix@sjfc.edutitleix@sjfc.edu>), in-person in Campus Center 209, or outside of business hours by contacting the Office of Safety and Security (585-385-8111). Across its five Schools, Fisher offers nearly 40 majors in the humanities, social sciences, natural sciences, business, education, and nursing; 11 pre-professional programs; and master's and doctoral programs in business, nursing, education, pharmacy, and public health.

30+ days ago

Rochester, NY

$99,000–$266,000 / year

As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables.

Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.

30+ days ago

Rochester, NY

$124,000–$335,000 / year

30+ days ago

Mendon, NY

$20–$21

p>• Collaborate with clinical teams and administrative staff to ensure seamless communication and .

• Schedule patient evaluations and follow-up appointments appropriately, balancing clinic .

13 days ago

Rochester, NY

$69,600–$146,000 / year

Key responsibilities include leading monthly reviews with operations, preparing journal entries and account reconciliations during month-end close, coordinating annual planning activities and materials, consolidating and summarizing forecast inputs, and responding to ad hoc requests from leadership and business partners. An employee's pay position within the salary range will be based on several factors including, but not limited to, the prevailing minimum wage for the location, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs.

30+ days ago

Rochester, New York

We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

28 days ago

Henrietta, NY

$15–$18 / hour

We are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. About Petco: We're proud to be "where the pets go" to find everything they need to live their best lives for more than 60 years - from their favorite meals and toys, to trusted supplies and expert support from people who get it, because we live it.

30+ days ago

Henrietta, NY

$15–$18 / hour

We are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. The journey starts with knowledgeable, passionately engaged associates who are proud to recommend Petco as a place to work, who believe in our Vision and who are committed to delivering a superior customer experience.

28 days ago

$24.91–$34.87 / hour

p>Responsibilities:

Under general direction of the Assistant Director of Student and Scholar Advising Services, with latitude for independent judgement, provides immigration sponsorship and related services for over 3,000 currently enrolled and recently graduated F-1 and J-1 international students, current and prospective J-1 scholars, and their dependent family members. Develops and delivers various workshop presentations, written and recorded online resources, and communication tools; assists with orientation events and other programs under direction of ISO's Support & Engagement team.

17 days ago

Henrietta, NY

$15–$18 / hour

We are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. Additional instruction can be found here: https://support.google.com/chrome/answer/173424?hl=en-GB&co=GENIE.Platform%3DDesktop.

28 days ago

Henrietta, NY

$15–$18 / hour

We are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. Additional instruction can be found here: https://support.google.com/chrome/answer/173424?hl=en-GB&co=GENIE.Platform%3DDesktop.

30+ days ago

Rochester, NY

$85,000–$115,000 / year

p>JOB SUMMARY: As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support.

ESSENTIAL FUNCTIONS:

Be the trusted advisor to clients on system configuration and implementation, using Epicors signature methodology for problem identification, implementation, documentation, testing and training.

30+ days ago

Rochester, NY

$19.23–$28.37 / hour

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Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.

Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.

27 days ago

Canandaigua, NY

p>Skills and Qualities:

• High proficiency in building customer and peer relationships • Strong analytical, critical thinking, problem solving and decision making abilities • Excellent written and verbal communication skills • Effective time management skills • Proficient in the use of Microsoft Office applications • Demonstrates a high degree of flexibility in support of customer needs • Prior experience in or knowledge of the financial services industry which may include the understanding of product offerings and solutions, market terminology and ability to explain options to prospects and clients • Ability to build rapport with diverse member base within the community • Demonstrates alignment with ESL's Core Values, mission, vision, and Purpose to help our community thrive and prosper. The position has a dual role, one as an already licensed representative holding FINRA Securities Industry Essentials, FINRA Series 6, FINRA Series 63 and NY State Insurance License, to provide guidance and financial planning advice with investment and insurance solutions, and the other role as a relationship banker supporting all 3 lines of business (Retail, Business and Wealth) creating financial wellness to our community.

30+ days ago

Pittsford, New York

$500–$1,000 / year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview:

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

22 days ago

Batavia, NY

$150,000–$195,000 / year

p>Withums Healthcare Advisory Services practice is seeking a Financial Services Consultant Manager to join our team in our East Brunswick, NJ; Red Bank, NJ; Princeton, NJ; Whippany, NJ; New York, NY; Buffalo, NY; Rochester or Batavia, NY office.

Our team partners with health systems, hospitals, physician groups, and post-acute providers across the country to assess financial operations, improve performance, and design future-state finance functions that support sustainable growth.

30+ days ago

Rochester, NY

$65,000–$90,000 / year

We expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.

30+ days ago

Fairport, NY

$50,000–$60,000 / year

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Achieve high levels of substantive client interaction via phone, email, screen sharing and, at times, in-person meetings highlighting Manning & Napier's products and value proposition.

Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring.

29 days ago

Fairport, New York

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Achieve high levels of substantive client interaction via phone, email, screen sharing and, at times, in-person meetings highlighting Manning & Napier’s products and value proposition.

Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring.

30+ days ago

$100,350–$205,000 / year

p>At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.

12 days ago

Rochester, NY

$74,925–$134,250 / year

p>As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research.

At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.

18 days ago

$25–$44 / hour

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.

21 days ago

Rochester, NY

$60,000–$70,000 / year

Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $130,000 - $140,000 which includes a base salary of $60,000 - $70,000, and a variable target compensation of $70,000. 2+ years of experience building, developing, and maintaining relationships with tech and human capital management (HCM) partners, benefit brokers, CPA''s and financial advisors in the SMB space (including territory sales and business development).

30+ days ago

Rochester, NY

$40,000–$50,000 / year

p>Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

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30+ days ago

Rochester, NY

Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities. With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.

30+ days ago

Rochester, New York

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Job functions include retaining employees, managing risk, driving revenue growth, increasing profitability, maintaining a superior and consistent level of client service, developing cohesive teams, and providing consistent leadership.

30+ days ago

Rochester, NY

This individual will work alongside an experienced team of consultants, service professionals, and industry specialists while serving as a trusted advisor to business owners, executive leadership teams, and human resources professionals. The firm delivers strategic employee benefits, compliance, human resources, and retirement consulting solutions to a diverse client base ranging from growing businesses to large and complex organizations.

29 days ago

Rochester, NY

$55,000–$75,000 / year

Help advisor prepare for client meetings; process new business, completing all forms correctly and submit them for processing within one business day; track all pending business paperwork; follow up on outstanding items; maintain pending business summary and update advisor weekly; file client statements, correspondence, and agreements completely within five business days. This integral position will provide exceptional customer service to clients, work directly with, and support the administrative needs of our financial advisors and assist with the workflow needs of the office.

30+ days ago

$21.49–$35.81 / hour

In this role, you'll partner closely with Advisors to deliver a seamless client experience-managing follow-ups, supporting onboarding, and preparing for client engagements. We're seeking a Client Relationship Associate (Sales Assistant) to support Financial Advisors while helping grow client relationships across an assigned branch or region.

4 days ago

Rochester, NY

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Grow Your Pipeline - Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business.

14 days ago

Rochester, New York

Remote

$200,000–$402,500 / year

p style="margin:0px">Visit our State Farm Careers page for more information on our benefits, locations, and the hiring process of joining the State Farm team!. This position requires you to obtain/maintain all applicable FINRA licensing exams (Securities Industry Essentials, Series 6, Series 63, and Series 65 or equivalent), sponsorship from State Farm VP Management Corp (SFVPMC) and State Farm Investment Management Corp.

30+ days ago

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Financial Advisor Jobs in Rochester, NY

Financial Advisor Northwestern Mutual

Financial Advisor Edward D Jones & Co LP

Merrill Advisor Development Program - Financial Advisor: Western NY Market Bank of America Corp

Wealth Advisor III Tompkins Financial Advisors

J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NY JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NY JPMorgan Chase Bank, N.A.

Wealth Management Advisor (Rochester, NY) TIAA

Wealth Management Advisor (Rochester, NY) Teachers Insurance and Annuity Association of America (TIAA)

VICE PRESIDENT, ADVISOR CONSULTANT Manning & Napier, Inc.

J.P. Morgan Wealth Management - Select Growth Advisor - Rochester, NY JPMorgan Chase & Co

Wealth Advisor- Rochester, NY Citizens Financial Group Inc

Vice President, Advisor Consultant Manning & Napier

J.P. Morgan Wealth Management - Select Growth Advisor - Rochester, NY JPMorgan Chase Bank, N.A.

Wealth Advisor III Tompkins Financial Corp

Wealth Advisor (Upstate New York) Mercer Advisors

Academic Advisor University of Rochester

Academic Advisor I University of Rochester

Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLP

Talent Advisor Five Star Bank

Academic Support Coordinator/Advisor St. John Fisher College

Financial Services Tax - Real Estate Manager PricewaterhouseCoopers LLP

Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLP

Patient Onboarding Advisor Lattimore Physical Therapy

Senior Financial Analyst Constellation Brands Inc

Financial Planner Career Changer Opportunity Northwestern Mutual

Clinic Advisor Non Driver Part Time Petco Animal Supplies, Inc.

Vetco Vaccine Clinic Advisor Part Time Petco Animal Supplies, Inc.

Immigration Advisor University of Rochester

Vetco Vaccine Clinic Advisor Full Time Petco Animal Supplies, Inc.

Vetco Clinic Advisor weekends required Petco Animal Supplies, Inc.

ERP Financial Consultant ComTec Solutions Ltd

Financial Wellness Associate KeyCorp

Licensed Financial Services Representative - Canandaigua Branch ESL Federal Credit Union

College Financial Representative, Internship Program Northwestern Mutual

Healthcare Advisory Financial Services Consultant Manager Withum Smith+Brown, PC

Senior Registered Client Service Associate - Rochester, NY Raymond James Financial Inc

INTERNAL REGIONAL CONSULTANT Manning & Napier, Inc.

Internal Regional Consultant Manning & Napier

Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu Ltd

Tax Senior - Federal / Corporate Tax Deloitte Touche Tohmatsu Ltd

Private Wealth Management Client Associate Bank of America Corp

Partner Account Manager - Buffalo/Rochester NY Human Interest Inc

Producer Assistant Equitable Financial Life Insurance Company

Wealth Management Solutions, Trust & Estates, Trust Administrator - Associate JPMorgan Chase & Co

Associate Market Manager Morgan Stanley

Senior Employee Benefits Consultant Insero Talent Solutions

Client Service Associate Thorley Wealth Management Inc

Sales Assistant - Client Relationship Support M&T Bank Corp

Mortgage Loan Consultant Community Bank, N.A.

Sales Leader- Western Upstate New York State Farm

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