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Sql Financial Analyst Virtual Jobs in Rochester, NY

CFA Institute

Financial Advisor in Training

Rochester, NY · On-site

$60 - $100/hr

Research investment solutions and assist senior advisors with portfolio‑related analysis and ... Participants will be required to complete all virtual and in‑person requirements and pass all ...

New

TEKsystems

Enterprise Data Analytics Lead

Rochester, NY · On-site

$30 - $43/hr

The Enterprise Data & Analytics Lead partners cross-functionally with IT, Finance, Operations, HR ... Power BI experience. SQL experience and understanding of relational databases. Experience ...

Paychex

Data Engineer

Rochester, NY · On-site +1

$113K - $135K/yr

Overview Source, extract, and manipulate large data sets to serve Business Analytics, Machine ... SQL (Programming Language) - Preferred * Extract Transform Load (ETL) - Preferred * Data Pipelines ...

Paychex

Data Engineer

Rochester, NY · On-site

$113K - $135K/yr

Overview Source, extract, and manipulate large data sets to serve Business Analytics, Machine ... SQL (Programming Language) - Preferred * Extract Transform Load (ETL) - Preferred * Data Pipelines ...

Paychex

Business Analyst - Partnerships

Rochester, NY · Remote

$56K - $87K/yr

We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes ... assistance, financial assistance, and much more. * We value your time: From paid time off to ...

Stellantis

Technology Manager

Hopewell, NY · On-site

This role requires hands-on expertise in programming, systems integration, analytics, and the ... Develop and enhance Warehouse Management Systems using SQL/Java/http programming. * Participate in ...

Paychex

Oracle DBA I

Rochester, NY · On-site +1

$76K - $120K/yr

This includes database analysis and design, defect identification and remediation, database build ... SQL (Programming Language) - Preferred * Computer Science - Preferred * Python (Programming ...

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All JobsSql Financial Analyst JobsSql Financial Analyst Virtual JobsSql Financial Analyst Virtual Jobs in Rochester, NY

Sql Financial Analyst Virtual information

See Rochester, NY salary details

$32.6K

$75.3K

$122.3K

How much do sql financial analyst virtual jobs pay per year?

As of Sep 4, 2026, the average yearly pay for sql financial analyst virtual in Rochester, NY is $75,257.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,700.00 and $88,800.00 per year, depending on experience, location, and employer.

What is a SQL financial analyst virtual?

A SQL Financial Analyst Virtual is a finance professional who works remotely and specializes in using SQL (Structured Query Language) to manage, analyze, and report financial data. They are responsible for extracting data from databases, performing complex data analysis, and generating financial reports to support business decisions. Their virtual role allows them to collaborate with teams and stakeholders online, leveraging digital tools to provide insights into budgeting, forecasting, and financial performance. This position requires a strong understanding of both finance and data management, as well as proficiency in SQL.

What are the key skills and qualifications needed to thrive as an SQL financial analyst virtual?

To thrive as an SQL Financial Analyst Virtual, you need strong analytical skills, a solid understanding of finance and accounting principles, and proficiency in SQL and data analysis. Expertise with SQL databases, financial modeling software, and tools like Excel or Power BI is typically required, along with relevant certifications such as CFA or CPA being advantageous. Strong communication, problem-solving, and self-motivation are crucial soft skills for remote collaboration and presenting complex findings clearly. These skills ensure accurate financial insights, effective data-driven decision-making, and efficient performance in a virtual work environment.

How does a SQL financial analyst working virtually typically collaborate with cross-functional teams to deliver financial insights?

As a virtual SQL Financial Analyst, collaboration with cross-functional teams—such as finance, IT, and business operations—is often facilitated through digital communication platforms and shared data environments. You’ll regularly join virtual meetings to discuss project goals, clarify data requirements, and present your financial analyses. Utilizing SQL, you’ll extract, manipulate, and report on large datasets, providing actionable insights that inform business decisions. Effective communication and proactive project management are key to ensuring your analyses align with stakeholder expectations and that deadlines are consistently met.

What is the difference between Sql Financial Analyst Virtual vs SQL Financial Analyst?

AspectSql Financial Analyst VirtualSQL Financial Analyst
CredentialsBachelor's in Finance, Accounting, or related field; SQL certification preferredBachelor's in Finance, Accounting, or related field; SQL certification preferred
Work EnvironmentRemote/Virtual, often freelance or contract-basedOn-site or remote, employed by financial institutions or corporations
Industry UsageFinancial services, banking, investment firmsFinancial services, banking, investment firms
Common Search/ComparisonYesYes

The main difference between Sql Financial Analyst Virtual and SQL Financial Analyst lies in the work setting. Sql Financial Analyst Virtual typically works remotely, often as a freelance or contract role, while SQL Financial Analysts are usually employed full-time by financial institutions. Both roles require similar credentials and industry experience, making them comparable in skills and responsibilities.

What cities near Rochester, NY are hiring for Sql Financial Analyst Virtual jobs?

Cities near Rochester, NY with the most Sql Financial Analyst Virtual job openings:

Sql Financial Analyst Virtual jobs near you

Financial Advisor in Training

CFA Institute

Rochester, NY • On-site

$60 - $100/hr

Other

Posted 3 days ago

New

Job description

About the Role:

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors. Through hands‑on experience and required licensing, you’ll master advanced training and sales strategies while integrating into a real‑world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth‑management experience.

The Impact You'll Make: Year 1: Practice Immersion (12 Months)

The initial Practice Immersion year is a customized entry point for participants, and will include the following, at minimum.

  • Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable.
  • Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow‑up tasks.
  • Memorialize and support the team service model and Standard of Care, including building performance reports.
  • Research investment solutions and assist senior advisors with portfolio‑related analysis and tasks.
  • Develop team marketing/branding and value proposition, and lead brokerage‑to‑fee conversion conversations with clients.
Year 2: Development (4-12 months)

Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training program curriculum. Participants will be required to complete all virtual and in‑person requirements and pass all skill and knowledge checks. Participants are required to further pass a two‑part comprehensive Capstone role play to progress in the program.

  • Complete FATP curriculum
  • Deepen investment knowledge, technology, and planning skills
  • Complete skill and knowledge checks
  • Expand role in client meetings and planning processes
  • Successfully pass Comprehensive Capstone Project
Years 3 & 4: Gain Essential Experience (24 Months)

In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.

  • Complete Baird sales training and consistently achieve new client asset and revenue growth goals
  • Independently source, prospect, and close new business through networking, target markets, and referrals
  • Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage‑to‑fee conversions
  • Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects
  • Build long‑term growth through COI development, referral and NextGen campaigns, and independently running mid‑to‑top‑tier client meetings
What You'll Bring to Baird:
  • Bachelor's Degree
  • Minimum 3 years of professional experience prior to entering the four‑year development path
  • Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance
  • Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)
  • Entrepreneurial mindset with a focus on quality new client acquisition
  • Strong interpersonal, communication, and presentation skills
  • Coachable and collaborative team approach
  • Ability to build trusted relationships with clients and team members
Compensation and Benefits:
  • $60,000 - $100,000 annual salary range
  • Compensation is commensurate with experience, performance and/or firm profitability
  • You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
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