Personal Financial Advisor Jobs in Rochester, NY

Firm Enterprise Solutions Associate Director, Content Strategy and Editorial
(Senior Editor, Economics & Financial Services)

Senior Editor, Economics & Financial Services | Deloitte Insights

Deloitte Insights is Deloitte's global publishing imprint for business research and insights. We publish 400+ articles, reports, and multimedia projects annually with the goal of educating, informing, and inspiring Deloitte clients and prospective clients on the business issues that matter most to their strategic agendas. From leadership and workforce evolution to AI and emerging technologies, to energy resilience and decarbonization, and beyond, Deloitte Insights (DI) publishes data-driven thought leadership for global C-suite and board-level executives across industries.

Recruiting for this role ends 8/10/26.

As a senior editor covering economics and financial services for Deloitte Insights, you'll work with subject matter specialists, researchers, data science and visualization professionals, designers, video strategists, and production specialists to develop research and insights projects ranging from reports and articles to infographics and videos. Your responsibilities will include:

• Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics
• Ensuring the intellectual rigor and credibility of all published insights by applying a journalist's curiosity and skepticism-asking tough questions about data sources, methodology, and conclusions; maintaining precision in language around claims and statistics; and challenging assumptions before publication, working collaboratively with economists, researchers, and other subject matter experts to strengthen the work
• Evaluating insights projects' novelty in the generative AI era, along with their alignment with both target audiences' informational needs and Deloitte's expertise and business priorities, to help find the sweet spot where Deloitte can offer clients insights of unique value
• Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.)
• Adapting to the needs of the given project, and serving as anything from ghostwriter to editor to infographic copywriter to scriptwriter to help tell the story successfully; when editing, having the perspective and agility to know how to calibrate your effort based on the state of the copy and the realities of the project-sometimes digging deep and suggesting developmental edits and sometimes just giving copy a light polish for grammar and style
• Respectfully and diplomatically helping authors tell their own stories effectively given their messaging objectives, target audiences, and personal voices as writers, while also advising them on how to ensure their insights' novelty, accuracy, clarity, utility, and audience engagement, and adherence to editorial best practices; demonstrating an expert ability to improve someone else's work without leaving your own mark on it overtly
• Acting as a champion for business audiences, with a deep understanding of their content consumption behaviors, and advising authors accordingly
• Stewarding each project through the full content development process, coordinating with authors, designers, marketing, and other internal teams to ensure that project objectives are accomplished, expectations are clear, and timelines are accurately set and met
• Editing copy for factual accuracy, grammar, punctuation, readability, flow, and style, and applying SEO and GEO best practices
• Leveraging generative AI per firm and team policies and standards, as a supplemental tool to increase your efficiency, while still ensuring that all projects are still thoroughly human-designed, -developed, -led, and -vetted
• Coaching Deloitte content creators on language usage, writing style, storytelling effectiveness, and Deloitte Insights' production processes
• Leading and contributing to team-wide initiatives focused on storytelling innovation, quality control, or continuous process improvement
• Guiding junior editors and reviewing their work

Our DI publishing team comprises editors and copy editors, production specialists, designers, and other multimedia publishing professionals located across the US and around the world. The senior editor will report to the DI editor in chief in the United States.

The Team:

Powered by Deloitte's deep expertise, expansive reach, and extensive research and data science capabilities, Deloitte Insights is a global business insights resource that helps executives lead with more clarity and confidence. Each year, more than 3 million leaders, strategists, and innovators from across industries and around the world turn to Deloitte Insights for relevant and trustworthy data, analysis, perspectives, and trends. Our Deloitte Insights publishing professionals in editorial, design, and production work with Deloitte leaders and researchers to ensure that these business insights hit their mark. We apply our deep expertise in storytelling, content development, data visualization, design, and digital publishing. We set, implement, and uphold the standards for the high-quality business insights that executive audiences are looking for-accurate, credible, innovative, and actionable. We deliver the rigorous, data-driven thought leadership they need to better understand the current state and plan for the future.

Qualifications:

Required:

• Minimum 10 years of experience in writing, editing, and copyediting content in American English (business journalism experience preferred)
• Bachelor's degree (preferably in English, literature, journalism, communications, or similar)
• Deep experience in and familiarity with editing economics and finance articles and research reports
• Exceptional editing and copyediting skills, and mastery of US English grammar, conversational phrasing, and Associated Press style, and the ability to clearly and influentially explain edits to authors
• Exceptional writing and oral communication skills; proven ability to translate complex concepts into easily digestible terms
• Excellent attention to detail, laser focus on quality, and demonstrated ability to clarify a story's main message
• Journalist's instinct for fact-checking and critical thinking; ability to read research with healthy skepticism, ask probing questions about data and methodology, spot logical gaps or overstatements, and ensure precision in language around statistics and research findings
• Outside-in orientation, considering all content projects from the perspective of the target audience and their needs/interests
• Versatile editing and writing skills, from writing engaging headlines and short-form web copy to developmentally editing long-form research reports on complex topics
• Experience with creating multimedia content
• Excellent stakeholder management and interpersonal skills, including the confidence to interact with and influence personnel at all levels, as well as listening skills, responsiveness, flexibility, initiative, decision-making, conflict resolution, and tact
• Proficiency in Microsoft Word, content management systems, and workflow and collaboration tools such as Workfront, Microsoft Teams, etc.; knowledge of Excel and PowerPoint
• Ability to manage multiple projects with quick turnaround times simultaneously
• Ability to work independently, as well as with a larger, multifunctional team
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

Preferred:

• Experience working for a business news publication or in a publishing house
• Experience with corporate thought leadership and global, cross-industry content
• Experience working remotely with a global team

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $113,100 to $208,300.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.

Firm Enterprise Solutions Associate Director, Content Strategy and Editorial
(Senior Editor, Economics & Financial Services)

Senior Editor, Economics & Financial Services | Deloitte Insights

Deloitte Insights is Deloitte's global publishing imprint for business research and insights. We publish 400+ articles, reports, and multimedia projects annually with the goal of educating, informing, and inspiring Deloitte clients and prospective clients on the business issues that matter most to their strategic agendas. From leadership and workforce evolution to AI and emerging technologies, to energy resilience and decarbonization, and beyond, Deloitte Insights (DI) publishes data-driven thought leadership for global C-suite and board-level executives across industries.

Recruiting for this role ends 8/10/26.

As a senior editor covering economics and financial services for Deloitte Insights, you'll work with subject matter specialists, researchers, data science and visualization professionals, designers, video strategists, and production specialists to develop research and insights projects ranging from reports and articles to infographics and videos. Your responsibilities will include:

• Leveraging your own subject matter expertise as an economics and finance editor, as well as your overall business understanding and content skills when collaborating with Deloitte business leaders, internal and external thought leaders, economists, financial services research professionals, and publishing and marketing colleagues to strategize, develop, and execute research and insights stories on prioritized topics
• Ensuring the intellectual rigor and credibility of all published insights by applying a journalist's curiosity and skepticism-asking tough questions about data sources, methodology, and conclusions; maintaining precision in language around claims and statistics; and challenging assumptions before publication, working collaboratively with economists, researchers, and other subject matter experts to strengthen the work
• Evaluating insights projects' novelty in the generative AI era, along with their alignment with both target audiences' informational needs and Deloitte's expertise and business priorities, to help find the sweet spot where Deloitte can offer clients insights of unique value
• Serving as a storytelling strategist, advising on optimal ways to communicate the given insights-including determining the right content type(s) for the given insights, and leveraging multimedia or multimodal storytelling and communication skills to develop copy to suit the medium (reports, articles, infographics, videos, dashboards, etc.)
• Adapting to the needs of the given project, and serving as anything from ghostwriter to editor to infographic copywriter to scriptwriter to help tell the story successfully; when editing, having the perspective and agility to know how to calibrate your effort based on the state of the copy and the realities of the project-sometimes digging deep and suggesting developmental edits and sometimes just giving copy a light polish for grammar and style
• Respectfully and diplomatically helping authors tell their own stories effectively given their messaging objectives, target audiences, and personal voices as writers, while also advising them on how to ensure their insights' novelty, accuracy, clarity, utility, and audience engagement, and adherence to editorial best practices; demonstrating an expert ability to improve someone else's work without leaving your own mark on it overtly
• Acting as a champion for business audiences, with a deep understanding of their content consumption behaviors, and advising authors accordingly
• Stewarding each project through the full content development process, coordinating with authors, designers, marketing, and other internal teams to ensure that project objectives are accomplished, expectations are clear, and timelines are accurately set and met
• Editing copy for factual accuracy, grammar, punctuation, readability, flow, and style, and applying SEO and GEO best practices
• Leveraging generative AI per firm and team policies and standards, as a supplemental tool to increase your efficiency, while still ensuring that all projects are still thoroughly human-designed, -developed, -led, and -vetted
• Coaching Deloitte content creators on language usage, writing style, storytelling effectiveness, and Deloitte Insights' production processes
• Leading and contributing to team-wide initiatives focused on storytelling innovation, quality control, or continuous process improvement
• Guiding junior editors and reviewing their work

Our DI publishing team comprises editors and copy editors, production specialists, designers, and other multimedia publishing professionals located across the US and around the world. The senior editor will report to the DI editor in chief in the United S...