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Entry Level Bilingual Financial Advisor Jobs in Rochester, NY

Communicating with the Parts Department and Service Advisors regularly to effectively manage ... financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have ...

Communicating with the Parts Department and Service Advisors regularly to effectively manage ... financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have ...

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... Bilingual (English/Spanish) communication skills are a plus * Experience in holistic tax advisory ...

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... Bilingual (English/Spanish) communication skills are a plus * Experience in holistic tax advisory ...

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... Bilingual (English/Spanish) communication skills are a plus * Experience in holistic tax advisory ...

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... Bilingual (English/Spanish) communication skills are a plus * Experience in holistic tax advisory ...

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... Bilingual (English/Spanish) communication skills are a plus * Experience in holistic tax advisory ...

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... Bilingual (English/Spanish) communication skills are a plus * Experience in holistic tax advisory ...

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... Bilingual (English/Spanish) communication skills are a plus * Experience in holistic tax advisory ...

Tax Support Associate - Retail

Newark, NY · On-site

$58K - $78K/yr

... advisor, empowering customers to achieve positive financial outcomes while supporting Intuit ... Bilingual (English/Spanish) communication skills are a plus * Experience in holistic tax advisory ...

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Entry Level Bilingual Financial Advisor information

See Rochester, NY salary details

$35.5K

$100.8K

$142.1K

How much do entry level bilingual financial advisor jobs pay per year?

As of Aug 31, 2026, the average yearly pay for entry level bilingual financial advisor in Rochester, NY is $100,773.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $129,300.00 per year, depending on experience, location, and employer.

What does an entry level bilingual financial advisor do?

An Entry Level Bilingual Financial Advisor helps clients manage their finances, offering advice on investments, insurance, retirement planning, and other financial products. They use their language skills to assist clients who are more comfortable communicating in a language other than English, making financial information accessible and understandable. Typically, they analyze clients’ financial status, develop personalized plans, and maintain ongoing relationships to help clients achieve their financial goals. Entry-level advisors usually work under the supervision of more experienced advisors while they gain experience and relevant certifications.

What are the key skills and qualifications needed to thrive as an entry level bilingual financial advisor?

To thrive as an Entry Level Bilingual Financial Advisor, you need a solid understanding of financial principles, strong analytical abilities, and proficiency in at least two languages—typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and relevant certifications such as Series 7 or Series 66 is often required. Outstanding interpersonal skills, cultural sensitivity, and effective communication are critical for building trust and rapport with diverse clients. These competencies are essential for delivering tailored financial solutions and expanding your client base in a competitive, multicultural market.

How does being bilingual enhance your effectiveness and opportunities as an entry level bilingual financial advisor?

Being bilingual as an entry level financial advisor enables you to build trust and communicate more effectively with clients who prefer to discuss financial matters in their native language. This skill can help you expand your client base, especially in diverse communities, and allows you to provide more personalized and accessible service. It also demonstrates cultural awareness and adaptability, qualities that are highly valued by employers and can lead to faster career progression and specialized roles within the financial services industry.

What is the difference between Entry Level Bilingual Financial Advisor vs Entry Level Bilingual Financial Planner?

AspectEntry Level Bilingual Financial AdvisorEntry Level Bilingual Financial Planner
CertificationsSeries 7, Series 66, or 65 (depending on employer)Similar certifications, often requiring Series 7 and 66
Work EnvironmentFinancial institutions, banks, or advisory firmsFinancial planning firms, banks, or independent advisors
Industry UsageCommonly used in banking and wealth managementUsed interchangeably, but more focused on comprehensive financial planning

Both roles typically require similar certifications and work in financial services environments. The main difference is that a Financial Advisor often focuses on investment products and client relationships, while a Financial Planner emphasizes comprehensive financial planning services. The titles are frequently used interchangeably, but the Advisor role may lean more toward sales and investment advice, whereas the Planner role emphasizes holistic financial strategies.

What are popular job titles related to Entry Level Bilingual Financial Advisor jobs in Rochester, NY?

For Entry Level Bilingual Financial Advisor jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Entry Level Bilingual Financial Advisor jobs in Rochester, NY look for?

The top searched job categories for Entry Level Bilingual Financial Advisor jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Entry Level Bilingual Financial Advisor jobs?

Cities near Rochester, NY with the most Entry Level Bilingual Financial Advisor job openings:

Infographic showing various Entry Level Bilingual Financial Advisor job openings in Rochester, NY as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $100,773 per year, or $48.4 per hour.

Student Financial Aid Advisor

Rochester, NY


Rochester Institute of Technology
Colleges, Universities, and Professional Schools • 1 - 5K employees

7.6

Company rating: 7.6 out of 10

Based on 32 frontline employees who took The Breakroom Quiz

290th of 627 rated colleges and universities

Great coworkers

People enjoy working here

Good employer


$17.90 - $28.60/hr

Full-time

Re-posted 14 days ago


Job description

Position Highlights

Provides frontline assistance to students and families navigating the admissions and financial aid processes. Counsels students and families on financial aid programs and requirements, eligibility, and billing. Ensures compliance with relevant regulations and provides clerical support, including data entry, filing, and coordination for recruitment and financial aid events.

Key responsibilities include:

Under the direction of the Senior Assistant Director, the Student Financial Aid Advisor serves as the primary point of contact for prospective and current students, families, alumni, faculty, staff, and external agencies regarding all aspects of federal, state, institutional, and private financial aid programs. Advisors provide comprehensive financial counseling in-person, by telephone, email, and live chat, while ensuring exceptional customer service in a fast-paced, high-volume environment.

Essential Duties & Responsibilities

  • Responds to inquiries from students, parents, and campus staff regarding admission status, financial aid programs, requirements, eligibility, application procedures, form completion, award status, and deadlines
  • Educates students and families regarding student account statements and bill estimates
  • Counsels and advises students and families regarding financial aid eligibility, application procedures, aid programs, costs, indebtedness, money management and financial planning. Facilitates appeal processes as needed
  • Supports recruitment and financial aid events through event coordination tasks
  • Performs data entry and record-keeping activities to track and maintain student records. Ensures data accuracy and compliance
  • Provides general office administration support such as ordering supplies, greeting visitors, filing invoices and purchase orders, greeting visitors, and answering phone calls and emails
  • Other duties as assigned

Knowledge, Skills, & Abilities

  • Knowledge of financial aid programs, including scholarships, emergency loans, and eligibility requirements
  • Knowledge of administrative procedures and practices
  • Skill in written, verbal, and interpersonal communication
  • Ability to manage multiple tasks and projects while maintaining accuracy and attention to detail
  • Ability to maintain a high level of confidentiality when handling sensitive information

Minimum Education & Experience

  • Associate's degree in related field
  • 3 years of relevant experience
  • Equivalent combination of experience and education may be considered

Job Level Overview

Operations, Administrative, Service, or Technical Support Level 2 - An intermediate level role with working foundational knowledge and skills to perform routine and occasionally non-routine tasks. Tasks may require interpretation or deviation from standard procedures. May provide assistance to entry level staff.


FLSA Category

Non-Exempt

Work Location

On Campus

Compensation

$17.90 - $28.60 Hourly

Application Materials

When you are ready to complete an application for this position please be prepared to submit the below requested information. This will be required to ensure your application is processed in a timely manner.

Cover Letter, Curriculum Vitae or Resume

Candidates must be eligible to work in the United States.


Additional Details

In compliance with NYS's Pay Transparency Act, the salary range for this position is listed above. Rochester Institute of Technology considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. The hiring process for this position may require a criminal background check and/or motor vehicle records check. Any verbal or written offer made is contingent on satisfactory results, as determined by Human Resources. RIT provides equal opportunity to all qualified individuals and does not discriminate on the basis of race, color, creed, age, marital status, sex, gender, religion, sexual orientation, gender identity, gender expression, national origin, veteran status or disability in its hiring, admissions, educational programs and activities. RIT provides reasonable accommodations to applicants with disabilities under the Rehabilitation Act, the Americans with Disabilities Act, the New York Human Rights Law, or similar applicable law.


If you need reasonable accommodation for any part of the application and hiring process, please contact the Human Resources office at 585-475-2424 or email your request tocareers@rit.edu. Determinations on requests for reasonable accommodation will be made on a case-by-case basis.


Rochester Institute of Technology logo

About Rochester Institute of Technology

Sourced by ZipRecruiter

Rochester Institute of Technology (RIT) is a preeminent institution in the education services industry, located in Rochester, NY, US. Renowned globally for its innovative and industry-aligned education, RIT was established in 1829 and has since then been committed to offering academic rigor in fields of study with an emphasis on applied learning. This is evidenced by their broad spectrum of undergraduate and graduate programs in areas such as engineering, science, business, and fine arts. RIT's mission centers on providing technology-based educational programs for career-minded students.

Industry

Colleges, universities, and professional schools

Company size

1,001 - 5,000 Employees

Headquarters location

Rochester, NY, US

Year founded

1829

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What Rochester Institute Of Technology employees say

Pay

Benefits

Hours and flexibility

Workplace

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