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Investment Advisor Jobs in Rochester, NY (NOW HIRING)

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Pittsford, NY

$61K - $250K/yr

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Pittsford, NY · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience • Asset & Income Protection • Education Funding • Investment & Advisory ...

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All JobsInvestment Advisor JobsInvestment Advisor Jobs in Rochester, NY

Investment Advisor information

See Rochester, NY salary details

$10.9K

$77.6K

$138.1K

How much do investment advisor jobs pay per year?

As of Aug 6, 2026, the average yearly pay for investment advisor in Rochester, NY is $77,646.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,200.00 and $94,200.00 per year, depending on experience, location, and employer.

What does an investment advisor do?

An investment advisor works with clients to build a portfolio of financial assets. As an investment advisor, you first determine your client’s current economic state, then you discuss their short- and long-term financial goals and risk tolerance. Your responsibilities also involve researching and tracking different stocks, bonds, mutual funds, and exchange-traded funds. This research enables you to give your clients good advice about which securities they should buy, hold, or sell.

What are some common challenges investment advisors face when balancing client expectations and market realities?

Investment Advisors often encounter challenges when clients expect consistent high returns regardless of market conditions. Managing these expectations requires clear, ongoing communication about risk, market volatility, and the importance of a long-term strategy. Advisors must also stay up-to-date on market trends and adjust portfolios as needed, all while building trust and maintaining regulatory compliance. Developing strong interpersonal skills and educating clients on financial fundamentals can help overcome these challenges and foster long-lasting relationships.

What is an investment advisor?

Investment Advisors are professionals who provide guidance and recommendations to individuals or organizations about investments, such as stocks, bonds, mutual funds, and other financial products. They help clients develop strategies to achieve their financial goals, manage portfolios, and navigate the complexities of the financial markets. Investment Advisors are typically registered with regulatory bodies and must act in the best interests of their clients, offering personalized advice based on each client's unique financial situation and risk tolerance.

What is the difference between Investment Advisor vs Financial Planner?

AspectInvestment AdvisorFinancial Planner
CertificationsSeries 65/66, CFP (optional)CFP, Series 65/66 (optional)
Work EnvironmentFinancial firms, investment companiesIndependent, financial firms, or banks
Primary FocusInvestment management and adviceComprehensive financial planning

Investment Advisors primarily focus on managing clients' investment portfolios and providing investment advice, often working within financial firms. Financial Planners offer broader financial guidance, including retirement, estate, and tax planning. While both roles require similar certifications and may overlap in client services, Investment Advisors specialize in investment strategies, whereas Financial Planners provide holistic financial solutions.

What are the key skills and qualifications needed to thrive as an investment advisor, and why are they important?

To thrive as an Investment Advisor, you need a solid understanding of financial markets, investment strategies, and regulatory requirements, usually backed by a finance-related degree and certifications such as the Series 7 or Certified Financial Planner (CFP). Proficiency with financial analysis software, portfolio management systems, and client relationship management (CRM) platforms is essential. Excellent interpersonal skills, ethical judgment, and effective communication set top advisors apart when building trust and guiding clients. These skills are vital to provide sound investment advice, manage portfolios effectively, and maintain long-term client relationships in a competitive industry.
More about Investment Advisor jobs
What are the most commonly searched types of Investment Advisor jobs in Rochester, NY? The most popular types of Investment Advisor jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Investment Advisor jobs? Cities near Rochester, NY with the most Investment Advisor job openings:
Investment Advisor jobs near you
Infographic showing various Investment Advisor job openings in Rochester, NY as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 76% Physical, 3% Hybrid, and 21% Remote job distribution, with an average salary of $77,646 per year, or $37.3 per hour.

VICE PRESIDENT, ADVISOR CONSULTANT

Manning & Napier

Fairport, NY • On-site

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 5 days ago

Job description

Summary
As the Vice President, Advisor Consultant, you will represent Manning & Napier and Callodine Group of Company's investment portfolios and prospect and service assets attributable to our third-party professionals (i.e. regional broker/dealer, wirehouse, professional financial planner/retirement planner and registered investment advisor representatives) in the assigned territory.
You will need experience selling separately managed accounts and multiple model delivery TAMPs, alternative investments and funds. You should have long-term, annualized top quartile sales success and expert knowledge within the Intermediary market. You will operate remotely and report to the Head of Intermediary Sales and be based in the Northeast US.
Responsibilities
  • Utilize consultative sales approach to identify needs, provide meaningful solutions and deliver superior service within the assigned region through in-person or virtual and telephone sales meetings to grow sales and market share to meet annual sales goal
  • Communicate investment strategies, performance, and portfolio positioning
  • Develop a deep understanding of practice management and expertise to improve the sales process and deepen relationships
  • Be able to market the variety of applicable investment options in particular the Alternative Investments offered with Callodine
  • Mentor and partner with the Internal Regional Consultant in managing and growing the territory
  • Attend industry conferences and make educational presentations about Manning & Napier and Callodine Group of Company's product offerings and other topics of interest
  • Provide ongoing pro-service to third-party professionals and their clients
  • Participate in department/firm meetings, engage colleagues across different areas, lead working groups, share unique ideas, and participate in continuous mentoring
  • Follow Manning & Napier rules, policies, and procedures, including providing Management with appropriate sales/call and expense reports

Qualifications
  • Bachelor's degree required; Industry-related Accreditations preferred
  • 10+ years of field sales experience in the assigned territory with a proven track record of success
  • Expert level technical knowledge of investment and advisory services industry
  • Extensive travel required, under normal circumstances
  • Series 7 or appropriate multi-licenses for markets

Perks
  • Health, dental & vision insurance
  • Employer HSA contribution
  • Opt out credit
  • 401k employer match
  • Paid volunteer days
  • Gym reimbursement

Compensation: $100,000-$150,000 base salary; additional incentive/commission-based compensation expected

Apply