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Fee Only Financial Advisor Jobs in Rochester, NY

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ... However, base pay if hired will be determined on an individualized basis and is only part of the ...

Mercer Advisors

Tax Manager (NorthEast)

Rochester, NY · Hybrid

$109K - $143K/yr

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of ... No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron ...

All About Books LLC

ACCOUNTING DIRECTOR

Canandaigua, NY · On-site

$116K - $133K/yr

  • Medical

  • Dental

  • Vision

  • PTO

Serve as a financial advisor to operational leaders on business initiatives, investments, pricing ... Such duties may be assigned only insofar as they are deemed temporary, job-related, exploratory ...

New

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 ... However, base pay if hired will be determined on an individualized basis and is only part of the ...

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 ... However, base pay if hired will be determined on an individualized basis and is only part of the ...

Morgan Stanley

Market Executive

Rochester, NY · On-site

In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors ... However, base pay if hired will be determined on an individualized basis and is only part of the ...

Pwc

Financial Services Tax - Real Estate Manager

Rochester, NY

$99K - $266K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Responsibilities - Advising clients on local and international tax affairs, focusing on strategic ... For only those qualified applicants that are impacted by the Los Angeles County Fair Chance ...

Deloitte

Tax Manager - Private Wealth

Rochester, NY

$109K - $143K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... Do you not only know what AGI & DNI are but actually get excited about them? If you answered "Yes ...

Asure Software, Inc.

HR Sales Executive

Rochester, NY

$135K - $145K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Develop and maintain relationships with referral sources, such as CPAs, Banks, Financial Advisors ... Asure will not pay a fee for any placement resulting from thereceipt of an unsolicited resume.

Asure Software, Inc.

HR Sales Executive

Rochester, NY · On-site

$135K - $145K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Develop and maintain relationships with referral sources, such as CPAs, Banks, Financial Advisors ... Asure will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

Asure Software

HR Sales Executive

Rochester, NY · On-site

$135K - $145K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Develop and maintain relationships with referral sources, such as CPAs, Banks, Financial Advisors ... Asure will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

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Showing results 1-20

All JobsFee Only Financial Advisor JobsFee Only Financial Advisor Jobs in Rochester, NY

Fee Only Financial Advisor information

See Rochester, NY salary details

$37.3K

$105.7K

$149K

How much do fee only financial advisor jobs pay per year?

As of Aug 15, 2026, the average yearly pay for fee only financial advisor in Rochester, NY is $105,716.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,600.00 and $135,600.00 per year, depending on experience, location, and employer.

What is the difference between Fee Only Financial Advisor vs Fee-Based Financial Advisor?

AspectFee Only Financial AdvisorFee-Based Financial Advisor
CompensationCharges only fees directly from clients, no commissionsCharges fees and may earn commissions from product sales
Conflicts of InterestLower potential for conflicts due to fee-only structurePotential conflicts due to commission-based earnings
Regulation & CertificationOften holds CFP, CFA, or similar credentialsMay hold similar credentials but with additional licensing for commissions
Work EnvironmentIndependent or affiliated with fee-only firmsOften affiliated with firms selling financial products

Fee Only Financial Advisors charge clients directly for their advice without earning commissions, promoting transparency and reducing conflicts of interest. Fee-Based Financial Advisors, on the other hand, earn both fees and commissions, which can create potential conflicts. Understanding these differences helps clients choose advisors aligned with their interests and needs.

What are the key skills and qualifications needed to thrive as a fee only financial advisor?

To thrive as a Fee Only Financial Advisor, you need a solid background in financial planning, investment analysis, and regulatory compliance, often supported by a CFP or similar credential. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), portfolio management tools, and CRM systems is essential. Exceptional interpersonal skills, ethical judgment, and the ability to build trust are crucial soft skills in this role. These skills ensure that advisors provide unbiased, client-focused advice and build long-term relationships based on integrity and transparency.

How does a fee-only financial advisor get paid?

A fee-only financial advisor is paid directly by clients through transparent, flat fees or a percentage of assets under management. They do not receive commissions or incentives from product sales, ensuring unbiased advice based solely on client interests.

How to become a fee-only financial advisor?

To become a fee-only financial advisor, individuals typically earn a bachelor's degree in finance, economics, or a related field, and gain experience in financial planning or advising. Many pursue certifications such as the Certified Financial Planner (CFP) designation, which requires completing coursework, passing an exam, and adhering to ethical standards. Licensing or registration with regulatory bodies may also be necessary depending on the services offered and jurisdiction.

What is a fee only financial advisor?

A fee-only financial advisor is a financial professional who is compensated solely by the fees paid directly by their clients, rather than earning commissions or incentives for selling specific products. This compensation structure is designed to reduce potential conflicts of interest, as the advisor’s only financial motivation is to provide advice that is in the best interest of the client. Fee-only advisors typically charge hourly, flat, or percentage-based fees for their services. Many people choose fee-only advisors for greater transparency and objective financial guidance.

How does a fee only financial advisor typically collaborate with other professionals to serve clients?

As a fee-only financial advisor, you will often work closely with professionals such as accountants, estate attorneys, and tax specialists to provide holistic financial planning for clients. This collaborative approach ensures that clients receive well-rounded advice tailored to their unique financial situations. Regular communication and coordination with these professionals is common, especially when developing tax strategies, estate plans, or handling complex investment portfolios. Being proactive in building and maintaining these relationships is crucial for delivering comprehensive and seamless client service.

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

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

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

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

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

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

Fee Only Financial Advisor jobs near you
Infographic showing various Fee Only Financial Advisor job openings in Rochester, NY as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $105,716 per year, or $50.8 per hour.

Financial Advisor - Penfield, NY - Market 25, Region 242

Edward Jones Careers

Penfield, NY • On-site

Full-time

Re-posted 19 days ago

Edward Jones rating

8.1

Company rating: 8.1 out of 10

Based on 256 frontline employees who took The Breakroom Quiz

61st of 150 rated financial services

Job description

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:

  • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program.

  • Salary for the first five years as you begin to build your practice

  • A firm-provided branch office in the community 

  • Branch office support to help lighten the load so you can focus on your clients

  • A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

You can also expect...

  • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in

  • A compensation package that includes opportunities for commissions, profit sharing and incentive travel

  • The flexibility that you need to balance your personal and professional lives - the best of both worlds

  • A culture of continuous improvement and professional development

Key Responsibilities 

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).

  • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.

  • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.

  • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. 

  • Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.


 For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
As your new asset compensation and commissions increase over the first five years, salary will decrease

What Edward Jones employees say

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