Financial advisors partner with clients to help them achieve their long-term financial goals ... The flexibility that you need to balance your personal and professional lives - the best of both ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... The flexibility that you need to balance your personal and professional lives - the best of both ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... The flexibility that you need to balance your personal and professional lives - the best of both ...
Financial advisors partner with clients to help them achieve their long-term financial goals ... The flexibility that you need to balance your personal and professional lives - the best of both ...
Financial Advisor, Financial Services Professional. Both entry level and experienced career opportun
Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending. This ... advisors, classroom training, online training with MassMutual University, Hoopis Performance ...
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Financial Advisor, Financial Services Professional. Both entry level and experienced career opportun
Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending. This ... advisors, classroom training, online training with MassMutual University, Hoopis Performance ...
... ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered ... Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit ...
Quick apply
... ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered ... Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit ...
Managing Director
Rochester, NY · On-site
$100 - $150/hr
... proven financial advisor for a strategic Managing Director role. This position is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a ...
Managing Director
Rochester, NY · On-site
$100 - $150/hr
... proven financial advisor for a strategic Managing Director role. This position is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a ...
Wealth Advisor III
Pittsford, NY · On-site
$100K/yr
We combine the resources and stability of a full-service financial institution with the personal ... The Wealth Advisor III is our most senior client-facing position, serving as the primary advisor ...
Wealth Advisor III
Pittsford, NY · On-site
$100K/yr
We combine the resources and stability of a full-service financial institution with the personal ... The Wealth Advisor III is our most senior client-facing position, serving as the primary advisor ...
ACE Advisor
Geneseo, NY · On-site
$55K/yr
This program is designed to support students in completing their degrees on time by providing comprehensive academic, financial, and personal support. The Advisor plays an essential role in guiding ...
ACE Advisor
Geneseo, NY · On-site
$55K/yr
This program is designed to support students in completing their degrees on time by providing comprehensive academic, financial, and personal support. The Advisor plays an essential role in guiding ...
Tax Manager - Private Wealth
$109K - $143K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... personal financial comfort, business and investment needs, family legacy, and charitable giving ...
Tax Manager - Private Wealth
$109K - $143K/yr
Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... personal financial comfort, business and investment needs, family legacy, and charitable giving ...
Academic Advisor
Rochester, NY · On-site
$41K - $50K/yr
... personal concerns. Outreach to students whenever necessary in order to assist with planning and ... ASC, CRP, HEOP, Counseling Center, Disability Services, Financial Aid, and other offices. * Advise ...
Academic Advisor
Rochester, NY · On-site
$41K - $50K/yr
... personal concerns. Outreach to students whenever necessary in order to assist with planning and ... ASC, CRP, HEOP, Counseling Center, Disability Services, Financial Aid, and other offices. * Advise ...
Academic Advisor
Rochester, NY · On-site
$41K - $50K/yr
... personal concerns. Outreach to students whenever necessary in order to assist with planning and ... ASC, CRP, HEOP, Counseling Center, Disability Services, Financial Aid, and other offices. * Advise ...
Academic Advisor
Rochester, NY · On-site
$41K - $50K/yr
... personal concerns. Outreach to students whenever necessary in order to assist with planning and ... ASC, CRP, HEOP, Counseling Center, Disability Services, Financial Aid, and other offices. * Advise ...
Personal Banker
$20.67 - $31.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
$20.67 - $31.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Batavia, NY · On-site
$18.25 - $22.25/hr
Location: 69 Main St - Batavia, New York 14020 Job Summary Be a problem solver, trusted advisor ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Batavia, NY · On-site
$18.25 - $22.25/hr
Location: 69 Main St - Batavia, New York 14020 Job Summary Be a problem solver, trusted advisor ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$20.67 - $31.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$20.67 - $31.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$19 - $23.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$19 - $23.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$20.67 - $31.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$20.67 - $31.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$20.67 - $31.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$20.67 - $31.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$20.67 - $31.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$20.67 - $31.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$19 - $23.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$19 - $23.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$20.67 - $31.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$20.67 - $31.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$19 - $23.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Banker
Rochester, NY · On-site
$19 - $23.25/hr
... advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers ... Listen for clues for financial wellness opportunities during in-person and over the phone client ...
Personal Financial Advisor information
See Rochester, NY salary details
$37K - $42.1K
13% of jobs
$46.1K is the 25th percentile. Wages below this are outliers.
$42.1K - $47.2K
16% of jobs
$47.2K - $52.3K
14% of jobs
The median wage is $55.8K / yr.
$52.3K - $57.5K
12% of jobs
$57.5K - $62.6K
0% of jobs
$62.6K - $67.7K
0% of jobs
$67.7K - $72.8K
0% of jobs
$72.8K - $77.9K
11% of jobs
$82.7K is the 75th percentile. Wages above this are outliers.
$77.9K - $83K
12% of jobs
$83K - $88.1K
13% of jobs
$88.1K - $93.2K
12% of jobs
$37K
$65.3K
$93.2K
How much do personal financial advisor jobs pay per year?
As of Aug 9, 2026, the average yearly pay for personal financial advisor in Rochester, NY is $65,282.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,400.00 and $83,900.00 per year, depending on experience, location, and employer.
What is the difference between Personal Financial Advisor vs Financial Planner?
| Aspect | Personal Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | CFP, ChFC, Series 7/66 | CFP, ChFC, Series 7/66 |
| Work Environment | Individual clients, private practice | Individual and corporate clients, firms |
| Industry Usage | Financial services, wealth management | Financial planning, wealth management |
Both Personal Financial Advisors and Financial Planners often hold similar certifications and work in the financial services industry. While Personal Financial Advisors typically focus on advising individual clients on investments, retirement, and estate planning, Financial Planners may have a broader scope, including comprehensive financial planning for individuals and families. The roles often overlap, but the term "Financial Planner" is more commonly used for professionals providing holistic financial advice.
How do personal financial advisors typically build and maintain client relationships in their daily work?
Personal Financial Advisors spend a significant portion of their time communicating with clients to understand their financial goals and concerns. Building trust is essential, so advisors often hold regular meetings, provide ongoing financial education, and proactively update clients on market changes or portfolio performance. Maintaining strong relationships also involves collaborating with clients' other professionals, such as accountants or attorneys, to ensure a comprehensive approach to financial planning. Effective advisors use a mix of in-person, phone, and digital communication to stay accessible and responsive to client needs.
How much do personal financial advisors get paid?
Personal financial advisors typically earn a median annual salary of around $94,000, with earnings varying based on experience, location, and client base. Many advisors also earn commissions or fees for managing investments and providing financial planning services.
What is a personal financial advisor?
A Personal Financial Advisor is a professional who helps individuals manage their finances by providing guidance on investments, retirement planning, taxes, estate planning, and other financial matters. They work with clients to assess their financial goals and create tailored plans to achieve them. Personal Financial Advisors may also assist with budgeting, saving strategies, and risk management. Their advice is aimed at helping clients make informed decisions to secure their financial future.
What does a personal financial advisor do?
A personal financial advisor provides clients with financial advice about a variety of financial services, such as insurance and investment options, mortgage or refinancing opportunities, estate or retirement planning, and other ways to grow their clients’ wealth. As a personal financial advisor, your primary responsibilities include meeting with clients and determining their short- and long-term financial goals. Your duties include analyzing clients’ current finances, giving advice on services that align with reaching their goals, and educating them regarding the risks of various investments and taking on debt.
Can you work for yourself as a personal financial advisor?
Yes, personal financial advisors can work independently as sole practitioners or start their own advisory firms, which requires appropriate licensing, certifications, and compliance with industry regulations. Many advisors operate as independent contractors or own their own businesses, offering personalized financial planning services. Success in self-employment often depends on building a client base, marketing skills, and maintaining professional credentials such as the CFP certification.
What are the key skills and qualifications needed to thrive as a personal financial advisor?
To thrive as a Personal Financial Advisor, you need strong analytical abilities, a solid understanding of financial planning, and typically a bachelor’s degree in finance, economics, or a related field, with certifications like CFP® being highly valued. Proficiency with financial planning software, portfolio management tools, and CRM systems is important for managing client accounts and preparing reports. Excellent interpersonal skills, active listening, and the ability to build trust set top advisors apart in client interactions. These skills are crucial for providing sound financial advice, fostering long-term client relationships, and ensuring successful financial outcomes.
More about Personal Financial Advisor jobs
- What is the job outlook for personal financial advisors?
- What is the difference between a personal financial advisor and a financial planner?
- How to become a personal financial advisor?
- Where do personal financial advisors work?
- What certifications are available for personal financial advisors?
- What Is a Personal Financial Advisor and How to Become One
What are popular job titles related to Personal Financial Advisor jobs in Rochester, NY? For Personal Financial Advisor jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Personal Financial Advisor jobs in Rochester, NY look for? The top searched job categories for Personal Financial Advisor jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Personal Financial Advisor jobs? Cities near Rochester, NY with the most Personal Financial Advisor job openings:
Full-time
Re-posted 13 days ago
Edward Jones rating
8.1
Based on 255 frontline employees who took The Breakroom Quiz
59th of 150 rated financial services
Job description
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program.
Salary for the first five years as you begin to build your practice
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
As your new asset compensation and commissions increase over the first five years, salary will decrease
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