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Entrylevel Financial Advisor Jobs in Rochester, NY

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Entry Level Technician

Hilton, NY · On-site

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 ...

Pwc

Partner Tax Preparation Advisor Manager

Rochester, NY · On-site +1

$73K - $244K/yr

Industry/Sector Not Applicable Specialism IFS - Finance Management Level Manager & Summary At PwC ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...

All JobsEntrylevel Financial Advisor JobsEntrylevel Financial Advisor Jobs in Rochester, NY

Entrylevel Financial Advisor information

See Rochester, NY salary details

$35.5K

$100.8K

$142.1K

How much do entrylevel financial advisor jobs pay per year?

As of Jul 14, 2026, the average yearly pay for entrylevel 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 are some common challenges entry-level financial advisors face in their first year, and how can they overcome them?

Entry-level financial advisors often face challenges such as building a client base from scratch, mastering a wide range of financial products, and navigating complex regulatory requirements. To overcome these hurdles, new advisors should focus on networking, seek mentorship from experienced colleagues, and participate in ongoing training offered by their firm. Additionally, developing strong communication and relationship-building skills is key to gaining client trust and growing a successful practice.

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

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

To thrive as an Entry-level Financial Advisor, you need a solid understanding of financial principles, strong analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and certifications such as the Series 7 or Series 66 licenses are often required. Excellent interpersonal skills, active listening, and the ability to build trust with clients help set top advisors apart. These skills and qualifications are crucial for providing sound financial advice, building lasting client relationships, and complying with industry regulations.

What are entry-level financial advisors?

Entry-level financial advisors are professionals who assist clients in managing their finances, creating budgets, and developing investment strategies, typically at the beginning of their careers. They often work under the supervision of more experienced advisors and help clients with tasks such as retirement planning, savings, and risk management. These advisors may work for financial firms, banks, or independently, and they usually hold relevant degrees or certifications. Their goal is to build relationships with clients and help them achieve their financial objectives while gaining industry experience.
What are popular job titles related to Entrylevel Financial Advisor jobs in Rochester, NY? For Entrylevel Financial Advisor jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Advisor jobs in Rochester, NY look for? The top searched job categories for Entrylevel Financial Advisor jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Entrylevel Financial Advisor jobs? Cities near Rochester, NY with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you
Infographic showing various Entrylevel Financial Advisor job openings in Rochester, NY as of July 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $100,773 per year, or $48.4 per hour.
Financial Advisor, Financial Services Professional. Both entry level and experienced career opportun

Financial Advisor, Financial Services Professional. Both entry level and experienced career opportun

Vision Financial Group

Rochester, NY

Full-time

Medical, Retirement

Re-posted 2 days ago

Job description

Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives.

Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending.

This career can offer many benefits, advantages and rewards that many jobs simply cannot provide.

At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work life blending, a sense of ownership and pride that comes with the opportunity to build a business for yourself, but not by yourself.

As we continue in our successful growth, already an established industry leader, we are looking for:

· self-motivated, driven and ambitious entrepreneurial individuals who want to seize the opportunity to build a significant, sustainable financial services practice, and

· be willing to put in the effort, commitment and work ethic to realize their goals

· while achieving this through a greater good, who genuinely want the ability to bring peace of mind and financial security to others.

Could this be you?

Our local agency offers a unique business model with top leadership combining to have over 175 years of industry experience.

· Turnkey marketing programs to help you launch and build your business

· Extensive training and ongoing education through a varied curriculum, to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, Hoopis Performance Network and ongoing education opportunities through the American College.

· Support: locally for all areas of your practice, together with the backing and resources of a Fortune 500® company, and third largest broker dealer.

· Benefits* include: subsidized health insurance, 401k with match, cash balance pension plan, new advisor start up incentive based subsidy, competitive compensation, bonuses, monthly allowances.

· Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we offer non-MassMutual solutions through Ash Brokerage and Crump platforms.

Your Responsibilities Will Include:

· building a client base, executing marketing strategies

· conducting financial reviews and assessments, designing and implementing financial plans

· collaborating with your fellow advisors and support team

· learning industry fundamentals and moving into advanced markets and financial concepts

· serving clients with care, compassion, and integrity

Preferred Skills And Experience

People from all walks have life and all ages have become successful financial advisors. So, we are always interested in talking with the individual who can share in our vision and our passion.

However, some skills/experience that could prove beneficial for this career:

· Bachelor’s degree or equivalent work experience

· Life and Health Insurance license and/or Series 7 & 66. We will sponsor and subsidize licensing costs

· A demonstrated track record of success and a commitment to self-improvement

· A sense of accountability, results driven and revenue focused

· 3 years plus experience as a full-time sales person preferred but not required

· Desire for performance based compensation essential.

· Outgoing personality with the ability to develop relationships and strong communication skills

· Self-disciplined with ability to work autonomously but still be a team player

· A strong network and active in the community

· Customer service mentality with a strong code of personal ethics

· Stable financial background

Competitive compensation with full benefits and new advisor incentive based subsidies, plus bonuses. Additionally, you have the ability to earn recognition trips to great locations around the country and world!

**FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. FORTUNE and Time, Inc. are not affiliated with, and do not endorse products or services of MassMutual.