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Senior Financial Advisor Jobs in Rome, NY (NOW HIRING)

Kinney Drugs

Senior Financial Analyst

East Syracuse, NY · On-site

$80K - $90K/yr

This senior finance analyst will support the preparation and analysis of key performance indicators ... Act as an advisor to KPH divisions in Budget / Forecasts / LRP preparation and deliverables.

Kinney Drugs

Senior Financial Analyst

East Syracuse, NY · On-site

$80K - $90K/yr

This senior finance analyst will support the preparation and analysis of key performance indicators ... Act as an advisor to KPH divisions in Budget / Forecasts / LRP preparation and deliverables.

Trueline

Construction Accounting Manager

Chittenango, NY · On-site

$90K - $120K/yr

Maintain and improve job costing processes, project reporting, and financial controls * Oversee ... Coordinate with external accounting partners and advisors as needed * Identify process improvements ...

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All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Rome, NY

Senior Financial Advisor information

See Rome, NY salary details

$65.8K

$126.1K

$198.8K

How much do senior financial advisor jobs pay per year?

As of Jul 29, 2026, the average yearly pay for senior financial advisor in Rome, NY is $126,078.00, according to ZipRecruiter salary data. Most workers in this role earn between $106,000.00 and $139,700.00 per year, depending on experience, location, and employer.

How does a Senior Financial Advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

What are the key skills and qualifications needed to thrive as a Senior Financial Advisor, and why are they important?

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

What does a Senior Financial Advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

What are the most commonly searched types of Financial Advisor jobs in Rome, NY? The most popular types of Financial Advisor jobs in Rome, NY are:
What cities near Rome, NY are hiring for Senior Financial Advisor jobs? Cities near Rome, NY with the most Senior Financial Advisor job openings:
Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Rome, NY as of July 2026, with employment types broken down into 85% Full Time, 12% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $126,078 per year, or $60.6 per hour.
Senior Financial Analyst

Senior Financial Analyst

KPH Healthcare Services

East Syracuse, NY

$80K - $90K/yr

Full-time

Posted 7 days ago

KPH Healthcare Services rating

6.8

Company rating: 6.8 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

Scope of Responsibilities: The candidate will support the KPH Financial Planning Department and play a key role in the financial planning and reporting cadences (financials, annual operating plan, quarterly forecasts, long-range plans).

 

Job Summary: Support the preparation of the company financials, budget, forecasts, and long-range plans. This senior finance analyst will support the preparation and analysis of key performance indicators that are presented to the Board of Directors and will work directly with the Director of FP&A and the CFO to help craft the analysis and messaging. This individual will develop and provide the organization with insightful analytics that create visibility to business performance and enable improved decision making. 

This is not a remote opportunity.  This position will be based in Syracuse, NY or Gouverneur, NY. 


Job Responsibilities:

  • Act as an advisor to KPH divisions in Budget / Forecasts / LRP preparation and deliverables.
  • Produce and distribute recurring and ad hoc management reports that ensure financial accuracy and timing.
  • Work with various department leaders (in terms of information and analytics) to assist them with managing their operations.
  • Actively participate in continuous improvement efforts with Divisional Presidents and Senior Management with the Planning Process.
  • Drive process improvements across areas of responsibility to enable additional insights and drive efficiencies.
  • Collaborate closely with the broader finance team to craft narratives for senior management, connecting results and KPIs for comprehensive performance explanations and forward-looking projections.
  • Ensure the latest projections of significant expense drivers are reflected in monthly forecasts and performance projections
  • Identify data sources and drivers that result in productivity and savings. Assist the senior leadership team in driving value-added improvements across the organization.
  • Develop expertise in planning system software to provide support for administration and development of training resources, planning processes, and advanced reporting and analytics.

Education:
  • Minimum: BS Degree or higher in a related field Preferred:

Experience: 

  • Minimum: 3-5 years previous experience in Finance or Accounting
  • Minimum: proven experience and a working knowledge of Data Bases

 

Special Conditions of Employment:

  • Any and all additional eligibility requirements based on the specific position
  • Drug Test
  • Initial and continuous exclusion and sanction/disciplinary monitoring

Compensation:

$80,000-$90,000  Annual

The final offer will be determined after careful consideration of multiple factors such as relevant skills, years of experience and education.  

KPH Healthcare Services, Inc. is a multistate organization and abides by all local, state and federal regulations as it pertains to minimum wage requirements.

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