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Remote Ex Financial Advisor Jobs in Rochester, NY

Kodak

Senior Tax Manager

Rochester, NY · On-site +1

$140K - $150K/yr

... advisers, and senior finance leadership. Monitor legislative, regulatory, and accounting ... Demonstrated success managing remote/offshore teams and external service providers. Exceptional ...

Sutherland

AVP - CDE, Manufacturing

Pittsford, NY · On-site +1

We work with clients across industries, including Banking, Financial Services and Insurance, Healt ... Thought Leadership, Trusted Advisor - Be the Trusted Advisor your client calls for advice and ideas.

Sutherland

AVP - CDE, Manufacturing

Pittsford, NY · Remote

We work with clients across industries, including Banking, Financial Services and Insurance, Healt ... Thought Leadership, Trusted Advisor - Be the Trusted Advisor your client calls for advice and ideas.

All JobsEx Financial Advisor JobsRemote Ex Financial Advisor JobsRemote Ex Financial Advisor Jobs in Rochester, NY

Remote Ex Financial Advisor information

See Rochester, NY salary details

$35.5K

$100.8K

$142.1K

How much do remote ex financial advisor jobs pay per year?

As of Aug 31, 2026, the average yearly pay for remote ex financial advisor in Rochester, NY is $100,773.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $129,300.00 per year, depending on experience, location, and employer.

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

Can a remote ex financial advisor work remotely?

A remote ex financial advisor can work remotely if they have the necessary licenses, certifications, and access to secure communication tools. Many financial advisory roles are now performed remotely, especially if the advisor maintains compliance with industry regulations and client confidentiality standards.

What are the most commonly searched types of Ex Financial Advisor jobs in Rochester, NY?

The most popular types of Ex Financial Advisor jobs in Rochester, NY are:

What are popular job titles related to Remote Ex Financial Advisor jobs in Rochester, NY?

For Remote Ex Financial Advisor jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Remote Ex Financial Advisor jobs in Rochester, NY look for?

The top searched job categories for Remote Ex Financial Advisor jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Remote Ex Financial Advisor jobs?

Cities near Rochester, NY with the most Remote Ex Financial Advisor job openings:

Remote Ex Financial Advisor jobs near you
Infographic showing various Remote Ex Financial Advisor job openings in Rochester, NY as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $100,773 per year, or $48.4 per hour.

Senior Tax Advisor (HNW)

Rochester, NY • Remote

Solid Rock Recruiting LLC
See more jobs at Solid Rock Recruiting LLCexternal

$120K - $150K/yr

Full-time

Posted 5 days ago

Job description

Senior Tax Advisor – Fully Remote

$120,000–$150,000 Base + Bonus | 50-Hour Busy Seasons | Advisory Focus

If you're an experienced tax professional who enjoys working directly with clients but is tired of spending every busy season buried in compliance work, this opportunity is worth a conversation.

We're partnering confidentially with a growing finance firm that has built its tax practice differently. Located in the Midwest.

A dedicated preparation team handles much of the compliance work, allowing senior professionals to focus on tax strategy, planning, and client relationships.

Why Consider This Role?
  • Fully remote
  • $120,000–$150,000 base salary, depending on experience
  • Quarterly profit-sharing bonus
  • Busy seasons designed around approximately 50 hours per week
  • True advisory role rather than compliance management
  • Established portfolio of approximately 50–60 client relationships
  • CPE, licensing, and advanced tax training covered
What You'll Do

You'll serve as the primary tax advisor to business owners and high-net-worth clients, helping them make smarter tax and financial decisions throughout the year.

Responsibilities include:

  • Proactive tax planning and strategy
  • Multi-year projections and scenario modeling
  • Entity structure and owner compensation planning
  • Retirement, real estate, and equipment-related tax strategies
  • Multi-state tax considerations
  • Business acquisitions and ownership transitions
  • Leading client meetings and coordinating strategy implementation
  • Mentoring developing tax professionals
Who We're Looking For
  • 5–10+ years of public accounting tax experience
  • CPA/EA required
  • Strong experience with closely held businesses and/or HNW clients
  • Comfortable owning client relationships and leading advisory conversations
  • Professional-services experience is highly desirable

This is an excellent fit for someone who wants to stay in public accounting while moving away from the traditional 70-hour, compliance-heavy busy season model.

Interested?

Confidential inquiries encouraged.
If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.

joey@solidrockrecruiting.com
(605) 601-4597