Personal Financial Advisor Jobs in Rochester, NY

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Wealth Advisor - Cfp

  • Rochester, NY
  • 27 days ago

Wealth Advisor - CFP Judson Group Rochester, NY Full-Time Apply on company site Job Details favorite_border Judson Group has been retained by a full-service wealth management and financial planning...

Wealth Advisor

  • Tomkins VIST Bank
  • Pittsford, NY
  • 90+ days ago

Develop detailed and moderately complex financial plans using a structured planning process and financial planning software to provide a clear and comprehensive picture for clients....

Demographic Data for Rochester, NY

Moving to Rochester, NY? Find some basic demographic data about Rochester, NY below.


478,127
11,867
Large

Personal Financial Advisor Online Courses and Training Opportunities

Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.

Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...

Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...

Salary for Personal Financial Advisor Jobs in Rochester, NY

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHireFinance research efforts.

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions

  • Deloitte
    Jobs
  • Kyndryl Holding Inc.
    Jobs
  • PricewaterhouseCoopers
    Jobs
  • University Rochester
    Jobs
  • KPMG
    Jobs
  • Emerging Incorporated
    Jobs
  • Monroe Community College
    Jobs
  • M&T Bank
    Jobs
  • Rochester Regional Health
    Jobs
  • Equitable Advisors
    Jobs

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Rochester, NY offer the following education background
  • Bachelor's Degree (52.0%)
  • Master's Degree (31.4%)
  • High School or GED (4.7%)
  • Vocational Degree or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Rochester, NY
  • 2-4 years (39.1%)
  • 4-6 years (21.7%)
  • None (17.4%)
  • 1-2 years (13.0%)
  • Less than 1 year (8.7%)

Other Titles

Here are some other career titles that require similar skills

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