Financial Advisor
$90k - $120kThe Well
Compensation: $90,000–$120,000 + performance-based incentives + full benefits + 4-day work week We're hiring a Financial Advisor on behalf of our client—a growing, independent wealth management firm (RIA) based in Central New York, with a brand-new location opening in the Rochester area this fall. Why this role? Step in as a trusted second advisor to the founder, taking ownership of relationships across a well-established, multi-generational book of business Room to build and grow your own book with the support of an established brand, an efficient team, and room to run Genuine long-term opportunity —this is a succession-minded practice looking for someone who wants a seat at the table for the long haul A brand-new office launching in the Rochester, NY area this fall, with room to grow alongside it A collaborative team including in-house portfolio management and dedicated planning support—so you can focus on clients, not overhead A culture built around quality of life : 4-day work weeks, unlimited PTO, and a leader who genuinely means it What you bring: 8–10+ years of experience as a financial advisor, with a track record of strong client relationships Comfortable operating in a fee-only RIA model—no broker-dealer registrations required Series 65 (or equivalent) preferred; if you don't have it yet, this firm will help you get there A warm, conversational style that connects with clients from every walk of life and net worth A demonstrated history of community involvement and giving back A genuine connection to Central New York or the Rochester area (for relocating candidate) What we offer: $90,000–$120,000 base plus performance-based incentive potential Full benefits package , including health coverage and a 401(k) with match 4-day work weeks and unlimited PTO Cell phone stipend and a team that values getting the job done over hours logged A real, long-term growth path —including future ownership potential for the right fit #J-18808-Ljbffr
$45k - $100k
...Financial AdvisorJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$46k - $48k
...associates and their families. Bryant & Stratton College is a Public Service Loan Forgiveness certified employer. Job Summary The Financial Services Advisor is responsible for advising and assisting current and prospective students with all aspects of financial aid. This...SuggestedHourly payWeekend workAfternoon shift$80k - $100k
Overview Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Base pay...SuggestedFull timeWork at officeFlexible hours- Prudential Advisors is looking for driven, motivated self-starters in the Rochester area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools,...Suggested
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at office- ...economic, and global trends have created enormous opportunities for Financial Services Representatives. Financial growth. Personal... ...to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University...Full timeWork experience placementLocal area
- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
- ...Financial Planner Job Duties: Provide financial planning and investment advisory services. Research and present investment strategies. Develop and execute retirement planning. Implement risk management and tax planning strategies. Coordinate estate planning...
$18 - $23 per hour
...Job Title: Financial Counselor Department: PRH BH Clinic Administration Location: Outpatient Mental Health - Evelyn Brandon Health Center ,81 Lake Avenue, Rochester, NY 14608 Hours Per Week: 40 Schedule: Full-Time, Day Shift , Monday to Friday, 8.30 am - 5:00 pm Position...Full timeWork at officeLocal areaMonday to FridayFlexible hoursDay shift- Company DescriptionTekWissen provides a unique portfolio of innovative capabilities that seamlessly combines clients insights, strategy, design, software engineering, and systems integration. Job DescriptionRequired: Oracle EBS Record-to-Report modules implementation experience...
- ...platforms further showcase the energy, collaboration, and purpose behind their work, providing a strong foundation for anyone entering a financial representative role. Why Career Changers Could Thrive Here: You already have what it takes, people skills, perseverance, and...InternshipWork at officeLocal areaVisa sponsorshipFlexible hours
- ...legal research and due diligence on federal, state, and local tax laws. Support closings and coordinate with underwriters and financial advisors. Prepare closing and post‑closing documents and maintain transaction files. Participate in client meetings and contribute to...Local areaFlexible hours
- ...Description Job Objective At Roberts Wesleyan University, Student Financial Services comprises both Financial Aid and Student Accounts. The Student Financial Services Counselor is responsible for processing of financial aid and student account functions including counseling...Work at office
- ..., offering a strong foundation for anyone transitioning into a financial representative role. Our thriving office is located at: Suite 2... ...link to hear about a Day in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM): Northwestern Mutual is...InternshipWork at officeLocal areaFlexible hours
$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours$235k - $310k
Overview The role focuses on transactional lending, with a preference for leveraged-lending matters. Responsibilities include drafting and negotiating commitment papers, term sheets, credit agreements, and security documents. The firm prefers candidates with experience...Permanent employmentFull timeContract workWork at office$85k - $145k
...Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Afternoon shift
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- J.P. Morgan Chase seeks a Private Client Advisor in Rochester, NY to deliver tailored financial advice and develop client relationships. The role requires at least 2 years of experience in financial advising, proficiency in client acquisition, and holding relevant licenses...
- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
$20.67 - $31.25 per hour
..., New York 14606 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payFull timeWork experience placementFlexible hoursDay shift- ...Fairygodboss is hiring an Associate Relationship Banker in Rochester, NY to deliver exceptional client experiences. This role involves using financial knowledge and service skills to assist clients, ensuring their needs are met and building lasting relationships. The ideal...
- ...Job Description Job Description Financial Professional / Financial Advisor As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance...
- ...experience by proactively identifying needs, providing tailored solutions, and helping consumer and small business customers achieve their financial goals. This includes full ownership of the customer experience from initial interaction through final resolution, ensuring a...Work at officeRemote workWeekend workAfternoon shift
- Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the...Temporary workWork experience placementLocal area
- ...Job Description Job Description We are looking for an FP& A Analyst to support financial planning, reporting, and business analysis for a retail organization in Rochester, New York. This Long-term Contract opportunity is ideal for someone who is detail oriented and...Long term contract
$20.19 - $30.77 per hour
Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payTemporary workDay shift- ...Branch to represent our brand with hospitality and advisory service. You will acquire, manage, and retain client relationships using financial knowledge to offer tailored solutions, while promoting digital banking tools. The role emphasizes building trust, understanding...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- associate corporate finance Rochester, NY
- financial advisor development program Rochester, NY
- financial planning assistant Rochester, NY
- jde finance consultant Rochester, NY
- financial advisor training program Rochester, NY
- financial counselor Rochester, NY
- financial planning administrator Rochester, NY
- financial planner Rochester, NY
- financial advisor associate Rochester, NY
- finance associate Rochester, NY


