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Fee Only Financial Advisor Jobs in Rochester, NY

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... However, base pay if hired will be determined on an individualized basis and is only part of the ...

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

Client Service Associates provide exceptional service to our clients and support Financial Advisor ... However, base pay if hired will be determined on an individualized basis and is only part of the ...

UBS

Client Associate

Rochester, NY · On-site

... of Financial Advisors in Rochester, NY with particular focus on assisting their high-net-worth ... Your expertise • series 7 and 66 licenses (for registered CSAs only licenses preferred but not ...

Asure Software, Inc.

HCM Sales Executive

Rochester, NY · Remote

$110K - $133K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

Asure Software, Inc.

HCM Sales Executive

Rochester, NY · On-site

$110K - $133K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

Asure Software

HCM Sales Executive

Rochester, NY · On-site

$110K - $133K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

NBT Bank

Staff Accountant - EPIC

Rochester, NY · On-site

$21.01 - $29.41/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Pay Range: $21.01 - $29.41 Provide assistance to Finance Department in the areas of Billing ... Worklog, reconcile and disburse fee submission * 30% Assist with Monthly and Quarterly Billing ...

NBT Bank

Staff Accountant - EPIC

Rochester, NY · On-site

$21.01 - $29.41/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Pay Range: $21.01 - $29.41 Provide assistance to Finance Department in the areas of Billing ... Worklog, reconcile and disburse fee submission * 30% Assist with Monthly and Quarterly Billing ...

Pwc

Partner Tax Preparation Advisor Senior Manager

Rochester, NY · On-site

$91K - $321K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Industry/Sector Not Applicable Specialism IFS - Finance Management Level Senior Manager & Summary ... For only those qualified applicants that are impacted by the Los Angeles County Fair Chance ...

L3Harris Technologies

Lead, Program Finance

Rochester, NY

$91K - $170K/yr

  • Medical

  • Retirement

  • PTO

... financial reports * Analyzes program cost and billing details * Responsible for advising program ... Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a ...

L3Harris Technologies

Lead, Program Finance

Rochester, NY · On-site

$91K - $170K/yr

  • Medical

  • Retirement

  • PTO

... financial reports * Analyzes program cost and billing details * Responsible for advising program ... Security clearances may only be granted to U.S. citizens. In addition, applicants who accept a ...

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Showing results 21-40

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.

Client Service Associate

Morgan Stanley

Rochester, NY • On-site

$35K/yr

Part-time

Re-posted 5 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

30th of 150 rated financial services

Job description

Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
  • Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
  • Executing money movement transactions at the request of the client and/or FA/PWA
  • Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
  • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
  • Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
  • Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance)
  • Assist FAs/PWAs/teams in delivering against their business plan and client service model
  • Remaining current on all policies, procedures and new platforms
  • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management

ADMINISTRATIVE SUPPORT:
  • Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
  • Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
  • Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
  • Assisting with general in-office support functions such as copying, filing and scanning documentation
  • Preparing and submitting expense reports for processing at the direction of the FA/PWA

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
  • High School Diploma/Equivalency
  • College degree preferred
  • Industry experience is a plus
  • Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)

Knowledge/Skills
  • Detail orientated with superior organizational skills and ability to prioritize
  • Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
  • Exceptional writing, interpersonal and client service skills
  • Strong time management skills
  • Team player with the ability to collaborate with others
  • Ability to work in a fast-paced, evolving environment
  • Adaptable and ability to multi-task
  • Goal oriented, self-motivated and results driven

Reports to:
  • Business Service Officer

WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $35,360 and $90,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

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