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Full Time Remote Financial Planning Jobs in Rochester, NY

InsuraTec

Sales Representative (Remote)

Rochester, NY · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... This is a full-time opportunity for those ready to commit to a career of growth and achievement. If ...

InsuraTec

Sales Representative (Remote)

Batavia, NY · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... This is a full-time opportunity for those ready to commit to a career of growth and achievement. If ...

ComTec Solutions

ERP Financial Consultant

Rochester, NY · On-site +1

$95K - $130K/yr

Job Type Full-time Description ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type: Full Time Travel Required: Yes as needed JOB ...

IDEX

Assistant Controller

West Henrietta, NY · On-site +1

SUMMARY The Assistant Controller / FP&A is responsible for the monthly collection, consolidation ... This position is a remote role; however, we are seeking candidates who reside within reasonable ...

IDEX

Data Analyst, Finance

West Henrietta, NY · On-site +1

Remote Who is IDEX Health & Science (IH&S)? As a business unit of IDEX Corporation, IH&S has a long ... financial reporting, cost accounting, FP&A. and KPI development * Understanding of ERP software is ...

Nexera

Entry Level Remote Sales Role

Rochester, NY · Remote

$1.5K - $5.3K/wk

About this role We are hiring entry-level Financial Sales Consultants to join our remote team. In ... * Full-time agents typically earn $80,000 to $120,000 once established; top performers earn ...

Nexera

Entry Level Remote Insurance Sales

Rochester, NY · Remote

$1.5K - $3.2K/wk

No finance or insurance background needed. We'll train you and get you licensed. Why recent grads ... * Full-time: typically $80,000-$120,000 once established; top performers earn well beyond that

ShiftHop LLC

Director of Operations

Rochester, NY · Remote

$85K - $135K/yr

We empower healthcare professionals to become independent of their full-time job, by offering ... This is a remote position with a residency requirement of Rochester, New York. The ideal candidate ...

Verify

Certified Auditor

Victor, NY · Remote

Conduct on-site and remote audits of suppliers to verify compliance with AS9100 requirements ... Employment Type: FULL_TIME

Verify

Certified Auditor

Victor, NY · Remote

Conduct on-site and remote audits of suppliers to verify compliance with AS9100 requirements ... Employment Type: FULL_TIME

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Showing results 1-20

All JobsFinancial Planning JobsFull Time Remote Financial Planning JobsFull Time Remote Financial Planning Jobs in Rochester, NY

Full Time Remote Financial Planning information

See Rochester, NY salary details

$49.8K

$95.4K

$137.6K

How much do full time remote financial planning jobs pay per year?

As of Aug 3, 2026, the average yearly pay for full time remote financial planning in Rochester, NY is $95,392.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $100,600.00 per year, depending on experience, location, and employer.

What is the difference between Full Time Remote Financial Planning vs Full Time Remote Financial Advisor?

AspectFull Time Remote Financial PlanningFull Time Remote Financial Advisor
CertificationsCFP, CFA often requiredCFP, Series 7, Series 66 often required
Work EnvironmentClient analysis, planning, and strategy developmentClient meetings, investment advice, portfolio management
Employer & Industry UsageFinancial planning firms, banks, insurance companiesWealth management firms, independent advisory firms

Full Time Remote Financial Planning focuses on creating comprehensive financial plans for clients, emphasizing analysis and strategy. Full Time Remote Financial Advisor involves direct client interaction, providing investment advice and managing portfolios. While both roles require certifications like CFP, their daily tasks and client engagement differ significantly.

What are popular job titles related to Full Time Remote Financial Planning jobs in Rochester, NY? For Full Time Remote Financial Planning jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Full Time Remote Financial Planning jobs in Rochester, NY look for? The top searched job categories for Full Time Remote Financial Planning jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Full Time Remote Financial Planning jobs? Cities near Rochester, NY with the most Full Time Remote Financial Planning job openings:
Full Time Remote Financial Planning jobs near you

Sales Representative (Remote)

InsuraTec

Rochester, NY • Remote

Full-time

Re-posted 19 days ago

Job description

Location: 100% Remote (Work From Home)

About InsuraTec:

InsuraTec is a leading provider in financial planning and insurance services. We’re looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that provides significant financial growth opportunities.

Key Responsibilities:

  • Account Management: Oversee client accounts to ensure high satisfaction and address needs promptly.
  • Client Relations: Develop and sustain strong client relationships, delivering customized solutions.
  • Client Retention: Foster client loyalty and maximize long-term client value.
  • Customer Support: Offer excellent support to resolve client inquiries and concerns.
  • Sales & Promotion: Market and sell life insurance products tailored to clients’ needs.
  • Sales Strategy: Plan and execute strategies to meet and surpass sales targets.
  • Lead Generation Support: Leverage provided marketing resources to generate leads.
  • Training Provided: Comprehensive training to help you obtain a life insurance license and sharpen sales skills.
  • Underwriting Collaboration: Work closely with underwriting to facilitate smooth policy issuance.
  • Remote Flexibility: Enjoy the freedom to work from home on your schedule.
  • Work-Life Balance: Achieve balance with our flexible hours.

Qualifications:

  • Entry-Level Friendly: No prior experience needed; we offer full training.
  • Self-Motivated: Must be highly driven and proactive in achieving goals.
  • Commission-Based: Earnings are based on performance, offering unlimited income potential.
  • No Cold Calling or Door-to-Door: Sales are inbound-focused with no cold calling or door-to-door.
  • Transparent & Inclusive: Commitment to integrity, transparency, and inclusivity in all interactions.
  • Relentless & Goal-Oriented: A determined attitude toward meeting and exceeding targets.
  • Self-Paced & Virtual: Control your career growth at your own pace with maximum flexibility.
  • Financial Services: Gain a foothold in the financial services industry, providing essential solutions to clients.
  • Full-Time Commitment: This is a full-time opportunity for those ready to commit to a career of growth and achievement.

If you’re looking to build a rewarding career with unlimited growth potential, and you have the drive to succeed, apply now to join InsuraTec Services Group. We are committed to supporting your personal and professional growth every step of the way.

InsuraTec is an Equal Opportunity Employer: We celebrate diversity and are dedicated to creating an inclusive environment for all employees.

Apply