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Entry Level Vanguard Financial Advisor Jobs in Rochester, NY

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Entry Level Technician

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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 ...

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All JobsVanguard Financial Advisor JobsEntry Level Vanguard Financial Advisor JobsEntry Level Vanguard Financial Advisor Jobs in Rochester, NY

Entry Level Vanguard Financial Advisor information

See Rochester, NY salary details

$35.5K

$100.8K

$142.1K

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

As of Sep 14, 2026, the average yearly pay for entry level vanguard 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 Vanguard Financial Advisor do?

An Entry Level Vanguard Financial Advisor helps clients understand their financial goals and provides guidance on investment options, retirement planning, and wealth management. They work directly with clients to assess their financial situation, answer questions, and recommend suitable Vanguard products and services. Entry-level advisors receive training and support from Vanguard to develop their financial knowledge and client service skills. They typically work as part of a team and may assist more experienced advisors while building their own client relationships.

What does a typical day look like for an entry level Vanguard Financial Advisor, and how do they interact with clients and senior advisors?

As an entry-level Vanguard Financial Advisor, your day often involves assisting clients with account inquiries, providing basic financial guidance, and supporting senior advisors during client meetings. You’ll spend time learning about Vanguard’s investment products and participating in ongoing training. Collaboration is key; you'll work closely with experienced advisors to develop client solutions and participate in team discussions to share insights. Over time, you’ll gradually take on more complex responsibilities as you build your expertise and client management skills.

What are the key skills and qualifications needed to thrive as an entry level Vanguard Financial Advisor, and why are they important?

To thrive as an Entry Level Vanguard Financial Advisor, you generally need a bachelor's degree in finance, business, or a related field, along with a foundational understanding of financial markets and investment strategies. Familiarity with financial planning software, CRM systems, and, in some cases, FINRA Series 7 and 66 licenses is highly beneficial. Exceptional communication, active listening, and client relationship-building skills help differentiate successful advisors. These competencies are essential for building trust, delivering sound financial guidance, and supporting clients in achieving their financial goals.

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

AspectEntry Level Vanguard Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; CFP preferredCFP, ChFC, or similar certifications often required
Work EnvironmentFinancial institutions, client meetings, sales-focusedIndependent or firm-based, comprehensive financial advice
Employer & Industry UsageVanguard, investment firms, banksFinancial advisory firms, independent practices, banks

While both roles involve providing financial guidance, an Entry Level Vanguard Financial Advisor typically works within Vanguard's investment platform, focusing on client service and product sales. A Financial Planner offers broader, personalized financial planning services, often with advanced certifications. The roles differ mainly in scope, certifications, and work environment, but both serve clients seeking investment and financial advice.

Can you become an entry level vanguard financial advisor with no experience?

Entry level Vanguard Financial Advisor positions typically require some knowledge of financial products and client service skills, but they often do not require prior experience. Candidates usually need a relevant degree and may need to obtain certifications such as the Series 7 or Series 66. Training programs are often provided to new hires to develop necessary skills.

What is an entry level position at Vanguard Financial Advisor?

An entry-level Vanguard Financial Advisor position typically involves supporting clients with investment planning, financial advice, and account management under supervision. It often requires relevant education, such as a degree in finance or related fields, and may involve obtaining certifications like the Series 7 or Series 66. These roles provide foundational experience in financial advising within a structured environment.

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

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

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

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

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

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

Entry Level Vanguard Financial Advisor jobs near you
Infographic showing various Entry Level Vanguard Financial Advisor job openings in Rochester, NY as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $100,773 per year, or $48.4 per hour.

Student Financial Aid Advisor

Rochester, NY • On-site

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

$17.90 - $28.60/hr

Full-time

Re-posted 28 days ago

Rochester Institute Of Technology rating

7.6

Company rating: 7.6 out of 10

Based on 32 frontline employees who took The Breakroom Quiz

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 to careers@rit.edu. Determinations on requests for reasonable accommodation will be made on a case-by-case basis.

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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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