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Investment Advisor Jobs in Rochester, NY (NOW HIRING)

Financial Advisor

Rochester, NY · On-site

$60 - $120/hr

Fifth Avenue Financial is seeking a financial advisor with experience to join our team ... Good knowledge of risk management and investment strategies Nice-to-haves: * Series 6 or 7 * Series ...

New

As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future. Who we are Lenox Advisors is a premier ...

New

ACE Advisor

Geneseo, NY · On-site

$55K/yr

Vacancy Announcement Position Information Campus Title ACE Advisor Department Enrollment Management Position Summary The ACE Advisor will provide individualized academic and personal support to a ...

Series 66 Tutor

Rochester, NY · Remote

$18 - $40/hr

Ability to explain the Uniform Securities Act, investment adviser versus broker-dealer distinctions, and unethical business practices while preparing candidates for dual state registration.

Previous Advisor experience preferred but not necessary. Willing to train the right motivated individual. Duties and Responsibilities: > Greetings customers with a smile, listening to their needs and ...

Trust Officer

Rochester, NY · On-site

$123 - $209/hr

Perform initial legal and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Portfolio Manager ...

New

Senior Market Strategist

Rochester, NY · On-site

$176 - $326/hr

Help ensure that Rochdale's market commentary, investment positioning, and advisor-facing content remain aligned with centralized CIO guidance and broader firm strategy. Provide feedback from ...

New

Showing results 41-60

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 Sep 3, 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 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 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 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.

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 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.

How much do investment advisors get paid?

Investment advisors typically earn a median annual salary of around $89,000, with compensation varying based on experience, location, and client base. Many advisors also earn commissions or fees based on assets under management, and certifications like the CFA or CFP can influence earning potential.

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:

Infographic showing various Investment Advisor job openings in Rochester, NY as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution, with an average salary of $77,646 per year, or $37.3 per hour.

Investment Banking - Infrastructure Finance and Advisory - Associate

JPMorgan Chase & Co.

Rochester, NY • On-site

$140 - $210/hr

Other

Medical, Retirement

Posted 13 days ago


JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

77th of 174 rated banks


Job description

Investment Banking - Infrastructure Finance and Advisory - Associate

New York, NY, United States

Job Information
  • Job Identification 210781552
  • Job Category Associates
  • Business Unit Commercial & Investment Bank
  • Posting Date 08/17/2026, 08:41 PM
  • Locations 270 Park Ave, New York, NY, 10017, US
  • Job Schedule Full time
Job Description

We are seeking a highly skilled Associate to join our dynamic Infrastructure Finance & Advisory team.

As an Associatein Infrastructure Finance and Advisory, you'll be joining a team that originates, structures and executes infrastructure finance transactions in developed and emerging markets. The team’s coverage is global, with New York-based members focusing primarily on the Americas. We finance greenfield and brownfield projects across a variety of sectors including transportation, energy, power, telecommunications and social infrastructure as well as acquisition financing in these sectors. Team members have backgrounds in project finance, emerging markets, structured finance and commodities, and we invariably work with colleagues in M&A advisory, debt capital markets, derivatives structuring and other coverage and product groups. By leveraging expertise across products, sectors and markets, the Infrastructure Finance and Advisory team integrates and customizes offerings and solutions to help our clients meet their strategic, financial and risk management objectives.

Job Responsibilities

  • Work with senior bankers in originating, structuring and executing infrastructure financing and advisory transactions across various financial products including loans, bonds and structured products
  • Support senior bankers with the negotiation of transaction documentation
  • Develop financial models and complete financial analyses for infrastructure projects across all sectors
  • Work on drafting financing proposals, investor materials, road show marketing materials, rating agency presentations, pitch books and other marketing materials
  • Assist in completing transaction due diligence with advisors
  • Work with JPMorgan credit risk and legal teams to review transactions in connection with credit risk and other approval processes
  • Support senior bankers in answering investor and rating agency inquiries
  • Conduct industry and company research to identify new opportunities

Required Qualifications, Capabilities, and Skills

  • 4-6 years of investment banking or private equity experience required, preferably with infrastructure/project finance experience
  • Bachelor’s Degree required, preferably in accounting, finance, economics or a related field
  • Strong quantitative and financial analysis skills required
  • Must have significant experience developing project finance models with Excel
  • Previous experience creating marketing materials and presentations in PowerPoint
  • Must be a self-starter and proactive by taking initiative and anticipating deal team needs
  • Willingness to work hard and be a team player. We work closely with partners in banking, capital markets, credit, and various product groups, as well as our partners across the control functions
  • An ability to juggle multiple deliverables for long-term transactions as well as a busy day-to-day schedule
About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit ourFAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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