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Financial Advisors Jobs in Rochester, NY (NOW HIRING)

Morgan Stanley

Market Executive

Rochester, NY · On-site

Ability to interact with senior management team, Financial Advisors, support staff,clientsand corporate and field personnel as needed * Ability to own projects at aMarketlevel * Ability to organize ...

Fifth Avenue Financial

Sales Manager

Rochester, NY · On-site

$125 - $200/hr

Sales Manager | Advisor Development & Growth LeaderWho We Are Fifth Avenue Financial (FAF), a leading wealth management firm within the MassMutual network, is seeking a motivated, growth-oriented ...

City National Bank

Trust Officer

Rochester, NY · On-site

$123 - $209/hr

Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager, etc.) to ensure proposed new relationships are within CNB's risk appetite and can be managed without issue ...

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 our employees and client-facing professionals are women, reflecting the clients we serve. With a ...

Woods Oviatt Gilman LLP

Legal Assistant

Rochester, NY · On-site

$20 - $30/hr

Ensure effective communication with co-trustees, beneficiaries, financial advisors, and government regulators. * Document Management * Prepare and proofread legal documents, ensuring accuracy and ...

Asure Software Inc.

HR Sales Executive

Rochester, NY · On-site

$140 - $160/hr

Develop and maintain relationships with referral sources, such as CPAs, banks, financial advisors, and insurance brokers. * Utilize and become an expert in our sales tools, including Salesforce ...

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Financial Advisors information

See Rochester, NY salary details

$35.5K

$100.8K

$142.1K

How much do financial advisors jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial advisors 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.

Do financial advisors make good money?

Financial advisors typically earn a combination of base salary and commissions or fees, with income varying based on experience, client base, and location. According to industry data, the median annual income for financial advisors is around $89,000, with top earners making significantly more. Success in this role often depends on strong interpersonal skills, certifications like the CFP, and building a solid client portfolio.

What does a financial advisor do?

A financial advisor helps clients manage their finances by providing advice on investments, retirement planning, estate planning, and other financial goals. They analyze clients' financial situations, develop personalized strategies, and often use tools like financial planning software. Certification such as the CFP credential is common in this profession.

What qualifications do you need as a financial advisor?

Financial advisors typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required for advanced roles. Strong analytical skills, knowledge of financial planning software, and compliance with industry regulations are also important.

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

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

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

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

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

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

Financial Advisors jobs near you
Infographic showing various Financial Advisors 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.

Client Service Associate

High Probability Advisors, LLC

Rochester, NY • On-site

$65K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

Key responsibilities

  • Manage the client onboarding process, open new accounts, and ensure documentation is accurate and compliant.

  • Support client inquiries, resolve issues, and handle account related requests, including preparing and delivering quarterly performance reports.

  • Execute money movement transactions and assist in maintaining and updating the firm’s compliance documentation.

Job description

Summary


High Probability Advisors (HPA) is looking for an experienced Client Service Associate. This position will support the Financial Advisor Team at HPA while assisting in the management of all aspects of the client experience.


Responsibilities


Client Onboarding & Account Management:

  • Managing the client onboarding process, opening new accounts, and ensuring documentation is accurate and compliant.
  • Track and follow up on incoming account funding.
  • Maintain accurate client records in the CRM database and HPA files.


Client Service & Communication:

  • Support client inquiries, resolve issues, and handle account related requests.
  • Assist with preparation and delivery of quarterly performance reports.
  • Provide necessary data to 3rd parties (accountants, consultants).
  • Monitor RMD (Required Minimum Distribution) schedules for IRA clients to ensure compliance.
  • Assist clients with 1099 tax inquiries.
  • Document procedures for processing client requests.


Operations & Compliance Support:

  • Execute money movement transactions (checks, ACH, wires).
  • Assist in maintaining and updating the firm Compliance Manual and ADV materials. This includes monthly, quarterly and annual processes to ensure HPA’s compliance with regulatory requirements.


Administrative & Team Support:

  • Support HPA Advisors with daily activities and client relationships, including assisting with incoming phone calls and visitors.
  • Facilitate firm-wide bulk mailings.
  • Act as a backup for other operational roles within the firm. Perform other duties as assigned and assist with ad-hoc projects to support department & firm goals.


Qualifications


  • Experience: 5+ years of customer service/administrative experience. Investment advisory industry experience preferred.
  • Education: A minimum of a Bachelor’s or Associate degree.
  • Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Teams) and experience with CRM software.
  • Soft Skills: Strong attention to detail, ability to prioritize tasks under deadlines, ability to multi-task, and professional communication skills. Entrepreneurial mindset and ability to manage complex workflows in a fast-paced environment.


Compensation


$65,000-$85,000 expected base salary, broadly commensurate with experience. Total compensation also includes bonus, employer 401(k) plan and company match, Paid Time Off (PTO), and health, dental, & vision insurance.

Work Environment


This is an on-site position. The work environment is an indoor, climate-controlled office setting. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

About High Probability Advisors


High Probability Advisors is a Registered Investment Advisor (RIA) headquartered in Pittsford, NY. We serve high net worth individuals, large multigenerational families, institutions, businesses, and retirement plans with innovative investment management, financial planning, and retirement plan advisory solutions. We believe our solutions provide our clients with consistency in reaching long-term risk/return expectations and, when combined with behavioral/planning components, the highest probability of success. 

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