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Financial Advisor Trainee Jobs in Rochester, NY (NOW HIRING)

Financial Analysis On-Call

Batavia, NY · On-site

$70K - $93K/yr

Fermilab's Finance & Procurement Division seeks an On Call Financial Analysis . The On Call Financial Analysis will create and interpret moderately complex financial statements and reports in a ...

Senior Financial Analyst

Brockport, NY · On-site

$80K - $87K/yr

Lead financial budgeting, forecasting, reporting, and performance analysis to support business goals. * Monitor plant and operational financial results, identifying key risks, opportunities, and ...

Financial Senior Analyst

Rochester, NY · On-site

$82K - $103K/yr

Acts as a lead and focal point between IT Financial/Contract Management and Finance Department in regards to prepaid expensing, variance analysis, financial statement review and forecasting.

Financial Senior Analyst

Rochester, NY · On-site

$82K - $103K/yr

Acts as a lead and focal point between IT Financial/Contract Management and Finance Department in regards to prepaid expensing, variance analysis, financial statement review and forecasting.

The Senior Financial Reporting & Systems Analyst serves as a key technical and analytical leader within the Financial Reporting function of a large, federally insured credit union. This role owns the ...

Be Seen First

Senior Financial Analyst - Pricing & Balance Sheet Strategy Location: Honeoye Falls, NY Schedule: Monday-Friday, primarily on-site Salary: Starting at $75,000, will consider higher OTE with ...

Senior Finance Analyst

West Henrietta, NY · Hybrid

$82K - $102K/yr

JOB TITLE: Sr. Financial Analyst REPORTING TO: Commercial Finance Manager LOCATION: Rohnert Park, CA ITAR/EAR CRITERIA: Certain positions with IDEX Corporation and its business units require access ...

Hybrid role at Pulsafeeder site in Rochester, NY Essential Functions Commercial & Financial Analysis * Analyze revenue, margins and profitability across products,customersand regions

Showing results 41-60

Financial Advisor Trainee information

See Rochester, NY salary details

$31.1K

$47.8K

$68.6K

How much do financial advisor trainee jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial advisor trainee in Rochester, NY is $47,787.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,900.00 and $51,300.00 per year, depending on experience, location, and employer.

What is the difference between Financial Advisor Trainee vs Financial Advisor?

AspectFinancial Advisor TraineeFinancial Advisor
CertificationsTypically required to pursue certifications like CFP or Series 7Often holds certifications such as CFP, Series 7, or Series 65
Work EnvironmentEntry-level, training-focused roles often in financial firms or banksClient-facing, providing financial planning and investment advice
Job ResponsibilitiesLearning and assisting with client portfolios, gaining experienceManaging client portfolios, offering financial advice, and planning

The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.

What is a financial advisor trainee?

A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.

What is a financial advisor trainee?

A Financial Advisor Trainee is an entry-level professional who is training to become a licensed financial advisor. They typically work under the supervision of experienced advisors to learn about financial planning, investment strategies, and client relationship management. Trainees often assist with research, prepare reports, and help develop financial plans while studying for required licensing exams. This role serves as a stepping stone to becoming a full-fledged financial advisor, equipping individuals with the knowledge and skills needed for the profession.

How much do financial advisor trainees earn?

Financial advisor trainees typically earn between $40,000 and $60,000 annually, with compensation often including base salary plus commissions or bonuses based on client sales. Entry-level positions may start lower, but earnings can increase with experience, certifications, and client acquisition skills.

What are the typical challenges faced by a financial advisor trainee during the first year on the job?

As a Financial Advisor Trainee, one of the primary challenges in the first year is building a client base from the ground up, which often involves extensive networking and outreach. Additionally, trainees must quickly learn to balance studying for licensing exams with hands-on client interactions and administrative tasks. Many also find it challenging to adapt to a commission-based or performance-driven compensation structure, which requires strong self-motivation. Support from mentors and ongoing training programs can help new advisors develop the skills and confidence needed to succeed.

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

To thrive as a Financial Advisor Trainee, you need a solid understanding of finance principles, analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and progress toward industry certifications like the Series 7 or Series 66 is typical. Strong interpersonal skills, active listening, and the ability to build trust help trainees excel in client-facing situations. These skills are crucial for providing sound financial advice, building client relationships, and achieving long-term success in a competitive industry.
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 Financial Advisor Trainee jobs in Rochester, NY? For Financial Advisor Trainee jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Trainee jobs in Rochester, NY look for? The top searched job categories for Financial Advisor Trainee jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Financial Advisor Trainee jobs? Cities near Rochester, NY with the most Financial Advisor Trainee job openings:
Infographic showing various Financial Advisor Trainee job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $47,787 per year, or $23 per hour.

Financial Analysis On-Call

Fermilab

Batavia, NY • On-site

$70K - $93K/yr

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago


Fermilab rating

9.1

Company rating: 9.1 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

11th of 120 rated laboratories


Job description

The expected hiring range for this position is:

$70,800.00-$93,200.00.

Please note that the pay range information is a general guideline only. The pay offered to a selected candidate will be determined based on factors such the scope and responsibilities of the position, qualifications of the selected candidate, business considerations, internal equity, and external market pay for comparable jobs.

This position is not eligible for referral bonus program, relocation, or sponsorship assistance.

About the Role:
Fermilab's Finance & Procurement Division seeks an On Call Financial Analysis. The On Call Financial Analysis will create and interpret moderately complex financial statements and reports in a specific accounting area. This individual will compile financial information, process transactions, and execute control procedures. The Financial Analysis will exercises independent decision-making in assigned general area of responsibility.

What your day-to-day as an On Call Financial Analysis at Fermilab will look like:

  • Prepare moderately complex financial statements/reports for management, the Department of Energy, taxing bodies, and others within or outside the Laboratory.
  • Develop and interpret moderately complex ad-hoc reports and analyses to respond to information needs of management and others within or outside the laboratory.
  • Create or extensively modify ad-hoc queries using the system query tool to meet the information needs in area of assignment.
  • Record, classify and summarize accounting transactions in accordance with generally accepted accounting principles.
  • Analyze moderately complex problems or discrepancies and execute corrective action or provides supervisor with analysis and recommended action.
  • Reconcile complex sub-ledgers to the general ledger and resolves differences.
  • Assist in controlling the monthly and year-end close processes.
  • Create and transmit sensitive, confidential and/or time-critical data to third parties.
  • Provide recommendations for the development or revision of policies and procedures.
  • Develop test cases and/or execute testing related to the implementation or upgrade of financial software applications.
  • Assist supervisor in identifying, reporting, testing, and resolving/implementing system problems/enhancements.
  • Communicate with employees, users and outside individuals or organizations about accounting transactions in assigned area and resolves issues and discrepancies.
  • Maintain accounting records pertinent to assigned area, including procedure manual.
  • Perform other duties as assigned by supervisor.
  • Abide by and is responsible for performing all duties in accordance with all environmental, health and safety regulations and practices pertinent to this position.


Essential Competencies and Attributes for Success:

  • Bachelor's Degree in Accounting/Business and a minimum 3+ years of accounting experience is required.
  • Master's degree or Accounting related Professional Certification such as CPA or CMA is preferred.


Applicable Knowledge, Skills and Abilities Required:

  • Governmental Accounting experience preferred.

Work Arrangement:
Please note that the described work arrangement is subject to change based on business needs and is not guaranteed to be final.

  • Onsite: This is an onsite role, and the candidate must be able to work from our Batavia office.

Benefits/Perks:
Fermilab offers a competitive and comprehensive benefits program, including:

  • Medical, Dental, Vision and Flexible Spending Accounts
  • Paid time off
  • Life insurance
  • Short and Long-term disability insurance
  • Retirement benefits
  • Onsite day care

Why Fermilab:
Fermilab is America's premier laboratory for particle physics and accelerator research, funded by the U.S. Department of Energy. We support discovery science experiments in Illinois and locations around the world, including deep underground mines in South Dakota and Canada, mountaintops in Arizona and Chile, CERN in Europe and the South Pole.

Pre-Employment Screening:


Drug-Free Workplace & Pre-Employment Screening

Fermilab is dedicated to fostering a safe, productive and drug-free environment. An offer of employment is contingent upon the successful completion of a background check and drug screening.

HSPD-12

In accordance with Homeland Security Presidential Directive 12 (HSPD-12) new employees are required to obtain and maintain a HSPD-12 Personal Identity Verification (PIV) Credential. To obtain this credential, new employees must successfully complete and pass a federal background check investigation. This investigation includes a declaration of illegal drug activities, including use, supply, possession, or manufacture. This includes marijuana and cannabis derivatives, which are still considered illegal under federal law, regardless of state laws. Failure to obtain or maintain such government access authorization could result in the withdrawal of a job offer or future termination of employment.

Foreign Government Sponsored Activities

Fermilab employees, and certain guest researchers and contractors, are subject to particular restrictions related to participation in Foreign Government Sponsored or Affiliated Activities, as defined and detailed in United States Department of Energy Order 486.1A. Such individuals will be asked to disclose any participation for review by Fermilab's Office of General Counsel.

REAL-ID Requirement for access to Fermilab Campus
Fermilab requires all members of the public to produce a REAL-ID, or equivalent, to access the Fermilab Campus for interviews or career events. A list of acceptable forms of ID can be found here: https://get-connected.fnal.gov/wp-content/uploads/2021/09/REALID-Documents.pdf. If a candidate is selected for an interview but does not possess any of the equivalent documents, we may schedule a virtual interview.

Equal Opportunity Statement

Fermilab is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.


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