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Executive Financial Advisor Jobs in Rochester, NY

Staffingine LLC

Executive Wealth Advisor

Rochester, NY · On-site

Executive Wealth Advisor Job Location: Rochester, NY Job Type: Full time * Conduct all Get to Know ... A bachelor's degree in finance, economics, business administration, or a related field is typically ...

Morgan Stanley

Market Executive

Rochester, NY · On-site

In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Market Executives must be responsible for fiscal management, personnel management and morale ...

Morgan Stanley

Market Executive

Rochester, NY

In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Market Executives must be responsible for fiscal management, personnel management and morale ...

Morgan Stanley

Market Executive

Rochester, NY · On-site

TheMarket Executive'sprimary focus is to drive revenue, increase profitability, and manage risk ... Ability to interact with senior management team, Financial Advisors, support staff,clientsand ...

Asure Software, Inc.

HR Sales Executive

Rochester, NY

$135K - $145K/yr

How you will contribute Our HR Sales Executive is pivotal in building and maintaining business ... Develop and maintain relationships with referral sources, such as CPAs, Banks, Financial Advisors ...

Asure Software, Inc.

HR Sales Executive

Rochester, NY · On-site

$135K - $145K/yr

How you will contribute Our HR Sales Executive is pivotal in building and maintaining business ... Develop and maintain relationships with referral sources, such as CPAs, Banks, Financial Advisors ...

Asure Software

HR Sales Executive

Rochester, NY · On-site

$135K - $145K/yr

How you will contribute Our HR Sales Executive is pivotal in building and maintaining business ... Develop and maintain relationships with referral sources, such as CPAs, Banks, Financial Advisors ...

FirstLight

Account Executive

Victor, NY · On-site

Establish yourself as a 'Trusted Advisor' to the prospect * Support in retaining newly acquired ... Experience selling to Mid-Market, Large Enterprise, Healthcare and Financial services, with an ...

Asure Software, Inc.

HCM Sales Executive

Rochester, NY · On-site

$110K - $133K/yr

How you will contribute Our HCM Sales Executive is responsible for building business relationships ... Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ...

Asure Software

HCM Sales Executive

Rochester, NY · On-site

$110K - $133K/yr

How you will contribute  Our HCM Sales Executive is responsible for building business ... Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ...

Asure Software, Inc.

HCM Sales Executive

Rochester, NY · Remote

$110K - $133K/yr

How you will contribute Our HCM Sales Executive is responsible for building business relationships ... Develop and maintain referring relationships with CPAs, Banks, Financial Advisors, and Insurance ...

Morgan Stanley

Associate Market Manager

Rochester, NY · On-site

$150K - $160K/yr

At least 4 or more years of experience as a Financial Advisor (with satisfactory production and ... Dual reporting into the Market Executive and the Regional Chief Operating Officer All candidates ...

Morgan Stanley

Associate Market Manager

Rochester, NY

$150K - $160K/yr

At least 4 or more years of experience as a Financial Advisor (with satisfactory production and ... Dual reporting into the Market Executive and the Regional Chief Operating Officer All candidates ...

Morgan Stanley

Associate Market Manager

Rochester, NY · On-site

$150K - $160K/yr

At least 4 or more years of experience as a Financial Advisor (with satisfactory production and ... Dual reporting into the Market Executive and the Regional Chief Operating Officer All candidates ...

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All JobsFinancial Advisor JobsExecutive Financial Advisor JobsExecutive Financial Advisor Jobs in Rochester, NY

Executive Financial Advisor information

See Rochester, NY salary details

$35.5K

$100.8K

$142.1K

How much do executive financial advisor jobs pay per year?

As of Sep 1, 2026, the average yearly pay for executive 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 is an executive financial advisor?

An Executive Financial Advisor is a professional who provides financial planning, investment management, and strategic advice to high-level executives and business leaders. Their role often involves helping clients maximize their wealth, manage complex compensation packages, plan for retirement, and minimize tax liabilities. They may also offer guidance on estate planning, risk management, and philanthropic strategies tailored to the unique needs of executives. Executive Financial Advisors typically have advanced knowledge of financial markets and regulations, and they work closely with their clients to achieve long-term financial goals.

What are the key skills and qualifications needed to thrive as an executive financial advisor?

To thrive as an Executive Financial Advisor, you need expertise in financial planning, investment management, and a deep understanding of tax and estate strategies, typically supported by a bachelor's degree in finance or a related field and advanced certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and compliance platforms is essential for effective client management. Excellent interpersonal skills, discretion, and strong analytical thinking set standout advisors apart, enabling them to build trust with high-net-worth clients. These skills and qualities are crucial for delivering comprehensive, tailored financial solutions and maintaining long-term client relationships.

What are some common challenges executive financial advisors face when managing high-net-worth client portfolios?

Executive Financial Advisors often work with clients who have complex financial needs, such as diversified investments, tax optimization, and succession planning. One common challenge is staying updated on market trends and regulatory changes to provide sound advice that aligns with clients' long-term goals. Additionally, balancing personalized service with the demands of a larger client base can require strong organizational and communication skills. Collaborating closely with tax professionals, estate planners, and investment analysts is also crucial to deliver comprehensive solutions to clients.

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

AspectExecutive Financial AdvisorFinancial Planner
CertificationsCFP, CFA, Series 7/66, and other advanced credentialsCFP, ChFC, or similar certifications
Work EnvironmentTypically works with high-net-worth clients and corporate executivesServes a broad client base, including individuals and families
Employer & Industry UsageFinancial advisory firms, private banks, or wealth management divisionsIndependent or firm-based financial planning services
Search & Comparison IntentHigh-level financial strategy, wealth management, executive planningComprehensive personal financial planning, retirement, and investment advice

Executive Financial Advisors focus on high-net-worth clients and corporate executives, providing advanced wealth management and strategic financial planning. Financial Planners serve a broader audience, offering comprehensive financial advice for various life stages. While both roles require similar certifications, Executive Financial Advisors typically work in more specialized, high-end environments.

What are the most commonly searched types of Financial Advisor jobs in Rochester, NY?

The most popular types of Financial Advisor jobs in Rochester, NY are:

What are popular job titles related to Executive Financial Advisor jobs in Rochester, NY?

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

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

The top searched job categories for Executive Financial Advisor jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Executive Financial Advisor jobs?

Cities near Rochester, NY with the most Executive Financial Advisor job openings:

Executive Financial Advisor jobs near you
Infographic showing various Executive 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.

Financial Professional / Financial Advisor

MassMutual New York State

Rochester, NY • On-site

$40K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 6 days ago

Job description

Financial Professional / Financial Advisor

As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given the flexibility to build your own practice while receiving support and guidance from our firm's exceptional network of financial specialists, training programs and mentors.

Requirements:

  • Candidate must be an excellent communicator with strong verbal and written skills
  • Prior sales and/or business experience preferred
  • Entrepreneurial mindset
  • Strong desire to help others
  • A strong network and active in the community

Benefits of working with us:

  • Build their career with significant income potential
  • Compensation you control and a competitive benefits package
  • Personalized and comprehensive training and support
  • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards

Company Description

Founded in 1851 in Springfield, MA and since 1887 in Western New York, we have offered financial strategies to help in planning for death, disability and retirement. Our trained professionals have expertise in creating financial strategies backed by a wide range of product offerings and services, including life, disability income, long term care and business insurance; annuities; retirement and college saving strategies; mutual funds and a wide array of other investments; estate analysis; employee, executive benefit programs and financial planning.

"Live Mutual"