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

Hogan Lovells

Real Estate, Mid to Senior-Level Associate

Madison, NY · On-site

$310K - $390K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The attorney for this position will principally advise clients in connection with their commercial ... Preferred candidates will have experience with real estate finance, purchase and sale and/or joint ...

Byrne Dairy

VP of Business Development

Rome, NY · On-site

$175 - $275/hr

  • Medical

  • Retirement

Cultivate senior level relationships across government and industry to shape future opportunities ... Advise the CEO, C Suite, and Strategic Execution Team on growth strategies, market dynamics ...

New

Cna

AVP, Claims Client Services

Dewitt, NY · On-site

Leads a national team of client-facing professionals who serve as trusted advisors to customers ... Serves as a strategic business partner to senior Claim and Field leaders, ensuring client service ...

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Showing results 21-40

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 Aug 19, 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.

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 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.

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 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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $126,078 per year, or $60.6 per hour.

Senior Economist - Direct Hire

Criminal Investigation & Law Enforcement | IRS Careers

Utica, NY • On-site

$125K/yr

Full-time

Posted 19 days ago

Job description

#LI-POST
WHAT IS LARGE BUSINESS AND INTERNATIONAL?
A description of the business units can be found at: https://www.jobs.irs.gov/about/who/business-divisions

  • Position(s) are to be filled in the following area(s):
    • LBI - Director Treaty and Trans Pric Ops
  • Consider each location carefully when applying. If you are selected for a location, that location will become your official post of duty.
REVIEW THE ADDITIONAL INFORMATION BELOW FOR FURTHER DETAILSQualifications:Federal experience is not required. Experience may have been gained in the public sector, private sector or through Volunteer Service. One year of experience refers to full-time work; part-timework is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week, on your resume.
You must meet the following requirements by the closing date of this announcement.

BASIC REQUIREMENTS All GRADES: A degree in Economics that included at least 21 semester hours in economics and 3 semester hours in statistics, accounting, or calculus
OR
COMBINATION OF EDUCATION AND EXPERIENCE: A combination of education and experience that includes courses equivalent to a major in economics, as shown above, plus appropriate experience or additional education. Evaluation of Experience Examples of qualifying experience include:

  1. Individual economic research assignments requiring planning, information assembly, analysis and evaluation, conclusions and report preparation;
  2. Supervisory or project coordination assignments involving a staff of professional economists, and requiring the evaluation and interpretation of economic information; or
  3. Teaching assignments in a college or university that included both class instruction in economics subjects and one of the following (1) personal research that produced evidence of results, (2) direction of graduate theses in economics, or (3) service as a consultant or advisor on technical economics problems.
Experience in related fields that did not involve the use and understanding of economic principles and theories may not be used as qualifying experience for these positions. Special attention on this point should be given to certain types of work that may or may not have provided professional economic experience. The following examples of work require special care in such determinations:
  1. Economic statistics;
  2. Industrial surveys;
  3. Management of individual business enterprises, including farms;
  4. Industrial planning;
  5. Writing or editorial work in economic subjects; and
  6. Financial market analysis.
AND
SPECIALIZED EXPERIENCE GS-14: In addition to meeting basic requirements, to be eligible for this position at this grade level, you must have one (1) year of specialized experience at a level of difficulty and responsibility equivalent to the GS-13 grade level in the Federal service. Specialized experience for this position includes:
  • Experience applying economic methods and transfer-pricing principles to analyze transactions involving tangible property, intangible property, services, risk allocations, and transactions between domestic and foreign related parties.
  • Experience collecting, organizing, and analyzing transfer-pricing, financial, and operational data; conducting comparability analyses; identifying factors affecting pricing or financial results; resolving analytical issues; and documenting economic conclusions in written reports.
  • Experience applying section 482 of the Internal Revenue Code, Organization for Economic Co-operation and Development (OECD) Transfer Pricing Guidelines, and related Treasury regulations to evaluate tax-return, financial-statement, accounting-system, or other financial data associated with transfer-pricing cases or projects.
  • Experience preparing written analyses and delivering oral presentations that explain and support transfer-pricing findings; conducting conferences with taxpayers, representatives, technical personnel, or other stakeholders; responding to questions regarding analytical methods and conclusions; and presenting technical findings in administrative or litigation-related proceedings.
AND
You must also meet the following requirements:
  • MINIMUM AGE REQUIREMENT: Minimum age for federal employment is 18 years old, or at least 16 years old and have:
    • Graduated from high school or been awarded a certificate equivalent to graduating from high school; or
    • Completed a formal vocational training program; or
    • Received a statement from school authorities agreeing with your preference for employment rather than continuing your education

For more information on qualifications please refer to OPM's Qualifications Standards.Education:A college or university degree generally must be from an accredited (or pre-accredited) college or university recognized by the U.S. Department of Education. For a list of schools which meet these criteria, please refer to Department of Education Accreditation page.
FOREIGN EDUCATION: Education completed in foreign colleges or universities may be used to meet the requirements. You must show proof the education credentials have been deemed to be at least equivalent to that gained in conventional U.S. education program. It is your responsibility to provide such evidence when applying. Click here (Section 3, Explanation of Terms) or here for Foreign Education Credentialing instructions.
We recommend choosing an evaluator from a member organization of one of the following national associations of credential evaluation services: National Association of Credential Evaluation Services (NACES) or Association of International Credentials Evaluators (AICE).Employment Type: OTHER

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