Remote Financial Wellness Consultant Jobs in Rochester, NY

Drive impact for large-scale dairy operations through strategic consulting and integrated solutions.

Are you passionate about helping dairy businesses thrive? Pinion Risk Management is seeking a Strategic Dairy Business Consultant to join our team. In this role, you’ll partner with growth-oriented dairy operations to deliver actionable insights and guide high-impact decisions. You’ll combine financial expertise, operational understanding, and relationship management to help clients navigate complexity and achieve long-term success.

Why Pinion Risk Management?
Pinion is the nation’s leading food and ag consulting and accounting firm, helping clients and communities thrive through bold thinking and innovation. We foster a collaborative, growth-oriented culture where professionals are empowered to make a meaningful impact.

What sets us apart?

• Access to broad resources and experts that significantly impact client success.
• A bigger team and advanced tools designed to elevate the client’s business.
• Be surrounded by professionals operating at a high level across ag accounting and consulting services - learn from the best and grow with the best.

What You’ll Be Doing:

• Lead and manage client relationships with large dairy operations, serving as a trusted advisor.
• Provide strategic business consulting, including interpreting financial analysis and offering operational guidance.
• Facilitate clear communication between clients and internal teams, ensuring actionable insights.
• Guide clients through high-impact decisions, addressing financial, operational, and family/business partner dynamics.
• Collaborate across service lines (risk, tax, sustainability, etc.) to deliver integrated solutions.
• Support business development activities focused on client acquisition and retention.
• Leverage technology and automation tools to improve efficiency and scalability in client service delivery.
• Stay current on dairy market trends, regulations, and best practices to maintain industry expertise.

What You’ll Need for This Position:

Education & Technical Skills

• Bachelor’s degree in Business, Agribusiness, Finance, or related field (Master’s/MBA preferred).
• Advanced financial and operational analysis skills, including deep proficiency in Excel and accounting platforms (QuickBooks or equivalent), with the ability to interpret and translate financial statements, cash flow, and dairy operational data into clear strategic guidance for ownership and management teams.

Experience

• Minimum 5 years of experience in business consulting, agribusiness advisory, agricultural lending, or related roles.
• Deep dairy industry experience required, with demonstrated ability to advise on complex operational and financial decisions.
• Proven ability to manage complex client relationships and deliver strategic recommendations.

Core Competencies

• Strong communication and interpersonal skills for navigating sensitive client dynamics.
• Analytical mindset with ability to synthesize data into actionable insights.
• Resilience and adaptability in high-pressure, high-impact decision-making environments.
• Comfort with technology platforms and automation tools to enhance client service delivery.
• Ability to evaluate complex scenarios and develop strategic solutions that balance financial and operational priorities.

Bonus

• Ability to bring existing client relationships or a book of business.

What’s in it for You

• Work Flexibility: Remote-based role in upstate New York with frequent day travel to client locations within a few hours of home and occasional overnight travel.
• Growth Opportunities: A clear path to expanded leadership, influence, and client ownership, with opportunities to shape strategy at both regional and national levels.
• Benefits: Pinion offers competitive compensation and an excellent benefits package, including health, dental, vision, life and disability insurance, 401k/profit-sharing, paid time off and holidays, flexible work arrangements, and paid parental leave.

Compensation: In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case. A reasonable estimate of the current range is $120,000 - $200,000.

EEO: Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Attest services are provided by KCoe Isom, LLP, a licensed CPA firm.

What You’ll Need for This Position:

Education & Technical Skills

• Bachelor’s degree in Business, Agribusiness, Finance, or related field (Master’s/MBA preferred).
• Advanced financial and operational analysis skills, including deep proficiency in Excel and accounting platforms (QuickBooks or equivalent), with the ability to interpret and translate financial statements, cash flow, and dairy operational data into clear strategic guidance for ownership and management teams.

Experience

• Minimum 5 years of experience in business consulting, agribusiness advisory, agricultural lending, or related roles.
• Deep dairy industry experience required, with demonstrated ability to advise on complex operational and financial decisions.
• Proven ability to manage complex client relationships and deliver strategic recommendations.

Core Competencies

• Strong communication and interpersonal skills for navigating sensitive client dynamics.
• Analytical mindset with ability to synthesize data into actionable insights.
• Resilience and adaptability in high-pressure, high-impact decision-making environments.
• Comfort with technology platforms and automation tools to enhance client service delivery.
• Ability to evaluate complex scenarios and develop strategic solutions that balance financial and operational priorities.

Bonus

• Ability to bring existing client relationships or a book of business.

What’s in it for You

• Work Flexibility: Remote-based role in upstate New York with frequent day travel to client locations within a few hours of home and occasional overnight travel.
• Growth Opportunities: A clear path to expanded leadership, influence, and client ownership, with opportunities to shape strategy at both regional and national levels.
• Benefits: Pinion offers competitive compensation and an excellent benefits package, including health, dental, vision, life and disability insurance, 401k/profit-sharing, paid time off and holidays, flexible work arrangements, and paid parental leave.

Compensation: In some states and municipalities, Pinion is required by law to include a reasonable estimate for range of compensation. When making compensation decisions, Pinion takes into account a variety of factors including but not limited to experience, skills, certifications/licenses, and geographic location. The wide range for this role reasonably accounts for these factors. Specific compensation decisions are made based on the facts and circumstances of each case. A reasonable estimate of the current range is $120,000 - $200,000.

EEO: Pinion is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Attest services are provided by KCoe Isom, LLP, a licensed CPA firm.