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

Teller Supervisor

Rome, NY · On-site

$20.50 - $32.12/hr

Advise customers on product selection, identify financial needs, and deliver tailored solutions ... One to two years of senior teller or teller supervisor experience preferred. Experience: * Proven ...

Showing results 41-48

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:

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.

Land Solutions Project Manager, Electric Transmission, Remote - Green Bay, WI

Atwell, LLC

Atwell, NY • On-site

Full-time

Re-posted 27 days ago


Atwell rating

8.7

Company rating: 8.7 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

81st of 449 rated engineering


Job description

Job Description

Atwell is seeking a Land Solutions Project Manager to support a leading electric transmission client across a portfolio of high-voltage infrastructure and right of way (ROW) projects throughout Wisconsin, with a primary focus on the Green Bay and Milwaukee markets.

This role is remote, but candidates located in or near Green Bay or Milwaukee are strongly preferred due to the need for frequent in-person client engagement, stakeholder meetings, and site visits. This is a highly visible, client-facing role where your ability to build trust and represent Atwell locally will directly impact project success.

In this role, you will oversee land and ROW acquisition activities supporting electric transmission infrastructure - managing easement negotiations, rights of entry, surface agreements, damage settlements, and fee property transactions across active transmission corridors.

You'll establish project scope, budgets, and schedules; manage contracts and sub-consultants; and ensure performance metrics are met throughout the project lifecycle.

You'll also serve as a trusted advisor to the client, maintaining a consistent presence in the region, staying ahead of their project pipeline, following up on outstanding proposals, and identifying opportunities to expand Atwell's support. Internally, you'll manage project documentation in Vision, oversee invoicing and collections, and deliver regular financial and progress reporting to leadership. Coaching and mentoring your project team is a key part of how you operate.

Qualifications

  • Bachelor's degree in Civil Engineering, Environmental Science, Land Planning, Land Surveying, or equivalent
  • 4+ years of project management experience with a focus on electric transmission, utility infrastructure, or energy-related land and ROW work
  • Strong background in easement acquisition and land agreements specific to transmission or high-voltage infrastructure projects
  • Expertise negotiating ROW easements, surface leases, encroachment agreements, rights of entry, fee property, and damage settlements
  • Familiarity with FERC, state utility commission regulations, and property rights frameworks relevant to transmission development
  • Experience with Vision as a project management tool
  • AAPL or SR/WA certification is a plus
  • Ability and willingness to travel regionally throughout Wisconsin, with a focus on Green Bay and Milwaukee, for client-facing work

Who Thrives Here

You thrive in a fast-paced environment where long-term client relationships and complex land programs intersect. You're dependable, solutions-oriented, and confident in face-to-face client interactions. You bring a strong local presence, communicate with ease, and understand how to represent both your team and your client in the field.

You recognize the importance of being present - not just available - and you approach your projects with the accountability and ownership that transmission infrastructure demands. Regional travel is part of the role, and you embrace being on-site when it matters most.

Disclaimer 

While AI tools may support your application process, this role is built on human talent. Your judgment, experience, and character matter most, so we encourage you to showcase what makes you uniquely you.

Atwell does not accept unsolicited resumes from any 3rd party agencies. No fee will be paid to 3rd parties who submit unsolicited resumes to any Atwell employee. Resumes from approved vendors must be specifically requested by Atwell and approved by the Atwell Talent Acquisition Team.

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