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Personal Financial Advisor Jobs in Rochester, NY

Tompkins Community Bank

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 ...

SUNY Geneseo

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 ...

Deloitte

Tax Manager - Private Wealth

Rochester, NY · On-site

$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 ...

Deloitte

Tax Senior - Private Wealth

Rochester, NY · On-site

$80K - $99K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... personal financial comfort, business and investment needs, family legacy, and charitable giving ...

Keybank

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 ...

KeyBank

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 ...

Keybank

Personal Banker

Rochester, NY

$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 ...

KeyBank

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 ...

Keybank

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 ...

Keybank

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 ...

KeyBank

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 ...

KeyBank

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 ...

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All JobsPersonal Financial Advisor JobsPersonal Financial Advisor Jobs in Rochester, NY

Personal Financial Advisor information

See Rochester, NY salary details

$37K

$65.3K

$93.2K

How much do personal financial advisor jobs pay per year?

As of Jul 26, 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 does a personal finance advisor do?

A personal financial advisor helps clients manage their finances by providing advice on investments, savings, retirement planning, and debt management. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP to ensure professional standards. Advisors typically work in financial firms or independently and may meet with clients regularly to review and adjust financial strategies.

What is the difference between Personal Financial Advisor vs Financial Planner?

AspectPersonal Financial AdvisorFinancial Planner
CertificationsCFP, ChFC, Series 7/66CFP, ChFC, Series 7/66
Work EnvironmentIndividual clients, private practiceIndividual and corporate clients, firms
Industry UsageFinancial services, wealth managementFinancial 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 many financial advisors make $500,000 a year?

While most financial advisors earn less than $500,000 annually, a small percentage of top earners, often those with extensive client portfolios, specialized skills, or working in high-net-worth environments, do reach or exceed this level. Achieving such income typically requires significant experience, certifications like the CFP or CFA, and a strong client base. Overall, high earnings are concentrated among the top 10% of financial advisors.

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.

Is $200,000 enough to work with a financial advisor?

Personal financial advisors typically recommend a minimum of $250,000 to $500,000 in investable assets to justify ongoing advisory fees, which often range from 0.5% to 1% annually. With $200,000, clients can still work with a financial advisor, but they may need to consider fee structures like flat fees or hourly rates, and some advisors may have minimum account requirements. It's important to compare advisor fee models and services to determine if your assets align with their policies.

How much money do personal financial advisors make?

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 are the key skills and qualifications needed to thrive as a Personal Financial Advisor, and why are they important?

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 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:
Personal Financial Advisor jobs near you
Infographic showing various Personal Financial Advisor job openings in Rochester, NY as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $65,282 per year, or $31.4 per hour.
Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

Bank of America

Pittsford, NY • On-site

Full-time

Retirement, PTO

Posted 28 days ago

Bank Of America rating

8.2

Company rating: 8.2 out of 10

Based on 521 frontline employees who took The Breakroom Quiz

53rd of 170 rated banks

Job description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.We believe trust comes fromtransparency.Ourtrusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective

Job Description:

If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals.

Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities.

Key Responsibilities:

  • Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs
  • Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies
  • Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies
  • Source prospective clients and capitalize on referrals
  • Deliver customized solutions and the full resources of Bank of America Merrill
  • Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor

Required Skills:

  • FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience
  • Established and portable practice with a minimum of $1MM in production
  • Experience managing client portfolios and driving growth
  • Proven relationship building and business development skills

Desired Skills:

  • Bachelor's degree or higher strongly preferred
  • Proven ability to partner and promote lead generation.
  • Experience balancing investment management, sales activities and new client development.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
  • Possess excellent communication skills, both written and verbal
  • Highly entrepreneurial

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Bakersfield - 5080 CALIFORNIA AVE (CA0800), US - CA - Carmel - 3775 Via Nona Marie (CA2801), US - CA - Indian Wells - 74800 US HIGHWAY 111 (CA0806), US - CA - Los Angeles - 2049 Century Park E - CENTURY CITY MAIN OFFICE (CA9159), US - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814), US - CA - Palo Alto - 3075A Hansen Way (CA5820), US - CA - Pasadena - 800 E COLORADO BLVD (CA9810), US - CA - San Diego - 701 B ST (CA0816), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - CA - San Jose - 50 W SAN FERNANDO ST (CA3805), US - CA - Santa Clarita - 24200 Magic Mountain Pkwy - 24200 Magic Mountain Pkwy, #110 & 115 (CA8926), US - CA - Westlake Village - 2815 TOWNSGATE RD (CA6811), US - DC - Washington - 1152 15th St Nw - 1152 15th Street Nw (DC8152), US - HI - Honolulu - 1003 BISHOP ST - PAUAHI TOWER (HI9003), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - IL - Lisle - 3333 WARRENVILLE RD (IL9333), US - IL - Northbrook - 1033 SKOKIE BLVD (IL3518), US - IL - Oak Brook - 2021 Spring Rd (IL9202), US - IL - Peoria - 230 SW Adams St (IL4111), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - MA - Wellesley Hills - 45 William St (MA9045), US - MA - Worcester - 100 Front St - BANK OF AMERICA (MA6231), US - MD - Baltimore - 100 E Pratt St - Harbor Plaza (MD4563) {+ 22 more}Pay and benefits informationPay range$48,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions.Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Bank Of America logo

About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Year founded

1998

Social media

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