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Chartered Financial Analyst Jobs in Rochester, NY

Varsity Tutors

CFA - Level 1 Tutor

Rochester, NY · Remote

$18 - $40/hr

Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst certification. * Strategic Test ...

KeyBank

Key Private Bank Relationship Manager

Rochester, NY · On-site

$96K - $181K/yr

Chartered Financial Analyst (CFA) (preferred) * Certified Wealth Strategist (preferred) * Licensed Attorney/JD (varies by state) (preferred) Skills * Ability to build trust by taking a client-centric ...

Deloitte

Tax Manager - Private Wealth

Rochester, NY

$109K - $143K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... analysis, on engagements; and you will begin to be involved in marketplace eminence building and ...

All JobsChartered Financial Analyst JobsChartered Financial Analyst Jobs in Rochester, NY

Chartered Financial Analyst information

See Rochester, NY salary details

$38K

$86.9K

$116.3K

How much do chartered financial analyst jobs pay per year?

As of Jul 6, 2026, the average yearly pay for chartered financial analyst in Rochester, NY is $86,875.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,000.00 and $108,900.00 per year, depending on experience, location, and employer.

What is the difference between Chartered Financial Analyst vs Certified Financial Planner?

AspectChartered Financial Analyst (CFA)Certified Financial Planner (CFP)
CredentialsCFA charter, requiring passing three exams and relevant work experienceCFP certification, requiring coursework, exam, and financial planning experience
Work EnvironmentInvestment firms, asset management, researchFinancial planning firms, wealth management, personal finance
Industry UsagePrimarily in investment analysis, portfolio managementPersonal financial planning, retirement, estate planning

The CFA and CFP designations serve different roles in finance. The CFA focuses on investment analysis and portfolio management, requiring rigorous exams and experience. The CFP emphasizes personal financial planning, helping clients with comprehensive financial strategies. Both are respected but cater to different career paths within the finance industry.

What is a Chartered Financial Analyst (CFA)?

A Chartered Financial Analyst (CFA) is a professional designation given by the CFA Institute to individuals who have completed a rigorous program of study and passed three levels of exams covering topics such as investment analysis, portfolio management, and ethical standards. CFAs are recognized globally for their expertise in finance and investment management. They often work as portfolio managers, research analysts, or financial advisors. Earning the CFA charter demonstrates a high level of competence, integrity, and commitment to the financial profession.

What are some common challenges faced by Chartered Financial Analysts when working in client-facing roles?

Chartered Financial Analysts in client-facing roles often encounter the challenge of simplifying complex financial data and investment strategies for clients with varying levels of financial literacy. Balancing analytical rigor with effective communication is key, as is managing client expectations during periods of market volatility. Additionally, CFAs must stay updated with changing regulations and market trends to provide accurate, compliant advice, which requires ongoing professional development and adaptability.

What are the key skills and qualifications needed to thrive as a Chartered Financial Analyst, and why are they important?

To thrive as a Chartered Financial Analyst (CFA), you need advanced knowledge in financial analysis, investment management, and portfolio construction, typically demonstrated by earning the CFA charter and holding a relevant bachelor's degree. Familiarity with financial modeling software, Bloomberg terminals, and data analysis tools is critical for effective market research and decision-making. Outstanding analytical thinking, ethical judgment, and strong communication skills distinguish top performers in this role. These abilities are vital for providing accurate investment guidance, maintaining client trust, and achieving superior financial outcomes.
What are popular job titles related to Chartered Financial Analyst jobs in Rochester, NY? For Chartered Financial Analyst jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Chartered Financial Analyst jobs in Rochester, NY look for? The top searched job categories for Chartered Financial Analyst jobs in Rochester, NY are:
Chartered Financial Analyst jobs near you
Infographic showing various Chartered Financial Analyst job openings in Rochester, NY as of June 2026, with employment types broken down into 2% As Needed, 51% Full Time, 40% Part Time, and 7% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $86,875 per year, or $41.8 per hour.
Adjunct Lecturer in Finance

Adjunct Lecturer in Finance

SUNY Geneseo

Geneseo, NY • On-site

Part-time

Posted 7 days ago

Job description

Vacancy Announcement
Position Information
Campus Title
Adjunct Lecturer in Finance
Department
School of Business
Position Summary
SUNY Geneseo seeks applicants for anticipated part-time temporary adjunct faculty openings. Applications are accepted on an ongoing basis and applicants will be contacted as needed.
Teach undergraduate courses in Finance. Possible teaching assignments include courses on managerial finance (principles), investments, portfolio management or personal finance. Applicant cover letter should address prior undergraduate teaching experience, including listing all courses in the area of finance that the applicant has previously taught.
Required Qualifications
Required Qualifications:
  • A Master's degree and teaching or other experience in the Finance field OR a Bachelor's degree, professional experience, and status as a Chartered Financial Analyst.
  • Must demonstrate a commitment to fostering a diverse and inclusive teaching environment.

Preferred Qualifications

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