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Remote Financial Advisor Td Bank Jobs in Rochester, NY

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.

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 P&C Insurance

Pittsford, NY · Remote

We work with clients across industries, including Banking, Financial Services and Insurance, Healt ... Knowledge and understanding of the analyst and advisor community. * An orchestrator who inspires ...

Sutherland

AVP - CDE - Insurance

Pittsford, NY · On-site +1

We work with clients across industries, including Banking, Financial Services and Insurance, Healt ... Build trusted advisor relationships and influential partnerships based on a strong foundation of ...

Sutherland

AVP - CDE - Insurance

Pittsford, NY · Remote

We work with clients across industries, including Banking, Financial Services and Insurance, Healt ... Build trusted advisor relationships and influential partnerships based on a strong foundation of ...

All JobsFinancial Advisor Td Bank JobsRemote Financial Advisor Td Bank JobsRemote Financial Advisor Td Bank Jobs in Rochester, NY

Remote Financial Advisor Td Bank information

See Rochester, NY salary details

$35.5K

$100.8K

$142.1K

How much do remote financial advisor td bank jobs pay per year?

As of Sep 1, 2026, the average yearly pay for remote financial advisor td bank 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 does a remote financial advisor at TD Bank do?

A Remote Financial Advisor at TD Bank provides financial advice and planning services to clients over the phone or through online platforms, rather than in person. They assist customers with investment strategies, retirement planning, debt management, and other financial goals, leveraging TD Bank's products and services. The role involves understanding clients’ needs, offering tailored recommendations, and helping them make informed decisions, all while working remotely. Advisors also stay updated on financial markets and regulations to provide accurate and timely guidance.

What are the key skills and qualifications needed to thrive as a remote financial advisor at TD Bank?

To thrive as a Remote Financial Advisor at TD Bank, you need a solid understanding of financial planning, investment products, and regulatory compliance, typically supported by a degree in finance or a related field and relevant certifications such as CFP or IIROC licensing. Familiarity with financial planning software, CRM platforms, and secure virtual communication tools is essential. Outstanding interpersonal skills, active listening, and the ability to build trust remotely set top performers apart. These skills ensure you can effectively guide clients, deliver personalized advice, and maintain regulatory standards while working in a virtual environment.

What are some common challenges faced by remote financial advisors at TD Bank, and how can they be managed effectively?

Remote Financial Advisors at TD Bank often face challenges such as building trust with clients virtually, managing time efficiently across different time zones, and staying updated with evolving financial regulations. To overcome these, advisors leverage secure digital communication tools, maintain regular virtual meetings, and participate in ongoing professional development provided by TD Bank. Strong organizational skills and proactive communication are key to fostering client relationships and staying productive in a remote environment.

What is the difference between Remote Financial Advisor Td Bank vs Remote Financial Planner?

AspectRemote Financial Advisor Td BankRemote Financial Planner
CertificationsSeries 7, Series 66, CFP (preferred)CFP, Series 7, Series 66
Work EnvironmentBank branches, remote client meetings, call centersIndependent practice, firm-based, or remote client consultations
Employer & Industry UsageMajor banks like Td Bank, financial institutionsFinancial advisory firms, independent advisors, banks
Job FocusProviding investment advice, managing client portfoliosFinancial planning, comprehensive wealth management

Remote Financial Advisor Td Bank typically focuses on investment management and client portfolios within a banking environment, often requiring specific securities licenses. Remote Financial Planner offers broader financial planning services, including retirement, estate, and tax planning, often with similar certifications. Both roles serve clients remotely but differ slightly in scope and employer settings.

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

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

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

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

Remote Financial Advisor Td Bank jobs near you

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