ZipRecruiter

Log In

1

Director Financial Planning Cfp Jobs in Rochester, NY

Varsity Tutors

CFP Tutor

Rochester, NY · Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study ... Familiar with CFP examination content outline and common challenges such as integrating multiple ...

Baldwin Richardson Foods

FP&A Manager

Macedon, NY · On-site

Reporting to the Director, FP&A, and as an integral member of the Finance Team, this role will be responsible for bringing financial excellence to assessing and advancing business decisions to ...

Staffingine LLC

Executive Wealth Advisor

Rochester, NY · On-site

Certification such as Certified Financial Planner (CFP) is required. * A portable book of existing clients is preferred. * 10 years experience in financial planning, investment management, or a ...

next page

Showing results 1-20

All JobsFinancial Planning Cfp JobsDirector Financial Planning Cfp JobsDirector Financial Planning Cfp Jobs in Rochester, NY

Director Financial Planning Cfp information

See Rochester, NY salary details

$44.9K

$141.7K

$207.2K

How much do director financial planning cfp jobs pay per year?

As of Aug 27, 2026, the average yearly pay for director financial planning cfp in Rochester, NY is $141,707.00, according to ZipRecruiter salary data. Most workers in this role earn between $120,900.00 and $158,900.00 per year, depending on experience, location, and employer.

What does a director of financial planning (CFP) do?

A Director of Financial Planning with a CFP (Certified Financial Planner) designation oversees the development and implementation of financial strategies for clients or organizations. They lead financial planning teams, analyze complex financial data, and ensure that plans align with clients’ goals and regulatory requirements. Directors in this role also mentor junior planners, coordinate with other departments, and help shape the overall financial direction of the company. Their expertise ensures clients receive comprehensive advice on investments, retirement, estate, and tax planning.

How does a director of financial planning (CFP) typically collaborate with other departments within a firm?

A Director of Financial Planning who holds a CFP certification often works closely with multiple departments, such as investment management, tax advisory, and compliance teams. This role requires regular coordination to ensure client financial plans are comprehensive, current, and aligned with legal and regulatory standards. Effective collaboration helps identify cross-departmental opportunities, streamline workflow, and enhance client service. These interactions also provide valuable exposure to a wide array of financial strategies and foster professional growth through interdisciplinary learning.

What are the key skills and qualifications needed to thrive as a director of financial planning (CFP), and why are they important?

To thrive as a Director of Financial Planning (CFP), you need advanced expertise in financial analysis, strategic planning, and a Certified Financial Planner (CFP) certification, often supported by a bachelor's or master's degree in finance or a related field. Proficiency with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and compliance tools is typically required. Strong leadership, interpersonal communication, and ethical judgment are crucial soft skills for guiding teams and building client trust. These skills are vital to ensure effective financial strategies, regulatory compliance, and long-term client satisfaction in a competitive environment.

What is the difference between Director Financial Planning Cfp vs Financial Advisor?

AspectDirector Financial Planning CfpFinancial Advisor
CertificationsCFP required, often with additional leadership credentialsCFP common, but not always required
Work EnvironmentStrategic planning, team leadership, high-level client managementClient-facing, personalized financial advice
Employer & IndustryFinancial firms, corporations, wealth managementFinancial planning firms, banks, independent advisors

The main difference is that a Director Financial Planning Cfp typically holds a leadership role with strategic responsibilities and oversees teams, while a Financial Advisor primarily provides direct financial advice to clients. Both roles often require the CFP certification, but the Director position involves higher-level management and planning functions.

What are popular job titles related to Director Financial Planning Cfp jobs in Rochester, NY?

For Director Financial Planning Cfp jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Director Financial Planning Cfp jobs in Rochester, NY look for?

The top searched job categories for Director Financial Planning Cfp jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Director Financial Planning Cfp jobs?

Cities near Rochester, NY with the most Director Financial Planning Cfp job openings:

Director Financial Planning Cfp jobs near you
Infographic showing various Director Financial Planning Cfp job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $141,707 per year, or $68.1 per hour.

CFP Tutor

Rochester, NY • Remote

Varsity Tutors
Education • 501 - 1,000 employees

5.9

Company rating: 5.9 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

11th of 24 rated private schools and tutoring

People enjoy working here

Recommended by students

Uninterrupted breaks

Learn more about Varsity Tutorsexternal

$35 - $40/hr

Part-time

Re-posted 25 days ago

Job description

About the Job
The Varsity Tutors Live Learning Platform has thousands of students looking for online CFP tutors nationally. As a tutor on the Varsity Tutors Platform, you'll have the flexibility to set your own schedule, earn competitive rates, and make a real impact on students' academic success and understanding. All from the comfort of your home.
Why Join Our Platform?
  • Earn incrementally higher pay for each session with the same student, reaching up to $40/hour.
  • Get paid up to twice per week, ensuring fast and reliable compensation for the tutoring sessions you conduct and invoice.
  • Set your own hours and tutor as much as you'd like.
  • Tutor remotely using our purpose-built Live Learning Platform. No commuting required.
  • Get matched with students best-suited to your teaching style and expertise.
  • Our AI-powered Tutor Copilot enhances your sessions with real-time instructional support, lesson generation, and engagement features, helping you save prep time and focus on impactful teaching.
  • We handle the logistics—you just invoice for your tutoring sessions, and we take care of payments.

What We Look For In a CFP Tutor
  • Advanced Test Mastery: Deep knowledge of CFP examination content areas including general financial planning principles, risk management and insurance, investment planning, tax planning, retirement savings and planning, estate planning, and professional conduct and regulation. Ability to explain financial planning process, fiduciary standards, and integrated case study analysis while preparing candidates for Certified Financial Planner certification.
  • Strategic Test-Taking & Problem-Solving: Skilled at teaching integrated financial planning analysis, case study question strategies, and quantitative calculation approaches for CFP examination. Guides students through analyzing client scenarios, computing retirement needs, evaluating insurance coverage, applying tax optimization strategies, and developing comprehensive financial plans. Emphasizes connecting individual topic knowledge across domains in multi-topic case study questions.
  • Curriculum Awareness & Adaptive Instruction: Familiar with CFP examination content outline and common challenges such as integrating multiple planning domains, performing time-value-of-money calculations, and applying ethical standards to client scenarios. Adapts instruction using CFP Board practice examinations, financial calculator drills, and case study analysis to support financial planning professionals preparing for CFP certification.
  • Effective Teaching Methods: Ability to identify concepts students commonly struggle with, explain material using multiple approaches, and adapt instruction to meet individual learning needs and styles.
  • Strong communication skills and a friendly, engaging teaching style.
  • Ability to adapt to different learning styles and student needs.

Ways To Connect With Students
  • 1-on-1 Online Tutoring - Provide personalized instruction to individual students.
  • Instant Tutoring - Accept on-demand tutoring requests whenever you're available.

About Varsity Tutors And 1-on-1 Online Tutoring
Our mission is to transform the way people learn by leveraging advanced technology, AI, and the latest in learning science to create personalized learning experiences. Through 1-on-1 Online Tutoring, students receive customized instruction that helps them achieve their learning goals. Our platform is designed to match students with the right tutors, fostering better outcomes and a passion for learning.
Please note: Varsity Tutors does not contract in: Alaska, California, Colorado, Delaware, Hawaii, Maine, New Hampshire, North Dakota, Vermont, West Virginia or Puerto Rico.

What Varsity Tutors employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply