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Remote Junior 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 JobsFinancial Advisor JobsRemote Junior Financial Advisor JobsRemote Junior Financial Advisor Jobs in Rochester, NY

Remote Junior Financial Advisor information

See Rochester, NY salary details

$31.6K

$64.6K

$97.7K

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

As of Aug 31, 2026, the average yearly pay for remote junior financial advisor in Rochester, NY is $64,562.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,800.00 and $73,500.00 per year, depending on experience, location, and employer.

What does a remote junior financial advisor do?

A Remote Junior Financial Advisor assists clients with their financial planning needs, such as budgeting, investment strategies, and retirement planning, all while working from a remote location. They typically work under the supervision of senior advisors, helping to prepare financial reports, conduct research, and support client communications. Their role involves understanding clients’ goals, providing recommendations, and learning the basics of financial products and regulations. This entry-level position is ideal for those starting their career in finance and looking to gain experience in a flexible, virtual environment.

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

To thrive as a Remote Junior Financial Advisor, you generally need a solid understanding of finance, investment principles, and financial planning, often supported by a relevant degree and entry-level certifications such as Series 7 or Series 66. Familiarity with financial planning software, customer relationship management (CRM) systems, and virtual communication tools is typically required. Strong interpersonal skills, attention to detail, and self-motivation are important soft skills for building client trust and managing tasks independently. These skills and qualities are crucial for delivering effective financial advice, maintaining compliance, and fostering client relationships in a remote environment.

What are some common challenges faced by remote junior financial advisors, and how can they be addressed?

Remote Junior Financial Advisors often face challenges such as building client relationships without in-person meetings, staying updated on financial regulations, and managing their own schedules effectively. To overcome these, advisors should leverage video conferencing tools to foster strong client communication, participate in ongoing virtual training to remain informed about industry changes, and use digital productivity tools to organize their daily tasks. Regular check-ins with senior team members and active participation in virtual team meetings can also help remote advisors feel connected and supported.

What is the difference between Remote Junior Financial Advisor vs Remote Financial Analyst?

AspectRemote Junior Financial AdvisorRemote Financial Analyst
Required CredentialsFINRA Series 7, 66, or 65 licenses often preferred; CFP certification optionalTypically requires a bachelor's degree in finance, accounting, or related field; CFA or CPA may be advantageous
Work EnvironmentClient-facing, providing financial planning and advice remotelyData analysis, financial modeling, and reporting primarily remote
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesInvestment firms, corporations, financial services companies

While both roles involve finance and often work remotely, a Remote Junior Financial Advisor focuses on client interactions and financial planning, requiring licenses like Series 7 and 66. In contrast, a Remote Financial Analyst emphasizes data analysis, financial modeling, and reporting, often requiring a finance-related degree and certifications like CFA. Understanding these differences helps job seekers align their skills and certifications with the right role.

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

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

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

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

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

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

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

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

Remote Junior Financial Advisor jobs near you
Infographic showing various Remote Junior 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 $64,562 per year, or $31 per hour.

Senior Tax Advisor (HNW)

Solid Rock Recruiting LLC

Rochester, NY • Remote

$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