Financial Representative Jobs in Rochester, NY (918)
ERP Financial Consultant
ComTec Solutions
Rochester, NY
$95k - $130k / year
Financial Services Representative
Bartlett Financials
🌎 Remote
Part-Time
Remote
$20k - $50k / year
Financial Center Advisor: Grow Client Wealth & Relationships
Northwest Consumer Discount
Webster, NY
Financial Advisor
Unavailable
Rochester, NY
New
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Advisor
Northwestern Mutual
Pittsford, NY
Dental Insurance
Vision Insurance
$61k - $119k / year
Financial Planner Career Changer Opportunity
Northwestern Mutual of Rochester
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
‌
Financial Advisor - Charleston, SC
Dormont Manufacturing
Lima, NY
PTO
$72.3k - $108.2k / year
‌
J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NY
JPMorgan Chase Bank, N.A
Rochester, NY
Health Insurance
Education
$66.4k / year
‌
J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NY
JPMorgan Chase
Rochester, NY
Eco-Friendly
Health Insurance
Education
‌
Financial Advisor - New York
Lenox Advisors
Rochester, NY
New
‌
Financial Consultant
Teachers Insurance and Annuity Association of America
Rochester, NY
Hourly
403(b)
Health Insurance
‌
Merrill Advisor Development Program - Financial Advisor: Western NY Market
Dormont Manufacturing
Pittsford, NY
$80k - $90k / year
‌
Entry Level - Financial Advisor
Equitable Advisors
Rochester, NY
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
$250 - $1,000 / week
‌
Wealth Management Advisor (Rochester, NY)
Nuveen
Rochester, NY
Health Insurance
Education
$100k / year
‌
Wealth Management Advisor
Connect Search
Rochester, NY
New
‌
Financial Advisor
Kappan Financial
Rochester, NY
New
‌
J.P. Morgan Wealth Management - Private Client Advisor - Monroe Rt 17M
Aumni
Henrietta, NY
Health Insurance
Education
$64.4k / year
‌
ERP Financial Consultant
ComTec Solutions Ltd
Rochester, NY
$85k - $115k / year
‌
Financial Advisor
Edward Jones
Rochester, NY
New
Education
‌
Lead Wealth Advisor & Practice Builder
WealthBridge Financial Group
Rochester, NY
‌
Financial Advisor in Training
CFA Institute
Rochester, NY
Health Insurance
$60k - $100k / year
‌
Financial Advisor
Bankers Life
Rochester, NY
$80k / year
‌
Wealth Advisor - Western NY Market
Dormont Manufacturing
Pittsford, NY
$80k - $90k / year
‌
Wealth Advisor Development Program Focus
Bank of America
Pittsford, NY
Diversity Leader
Eco-Friendly
$80k - $90k / year
‌
Financial Consultant
WealthBridge Financial Group
Rochester, NY
Dental Insurance
Vision Insurance
Education
‌
Private Client Advisor - Wealth Management
Aumni
Henrietta, NY
‌
Hybrid Senior Wealth Advisor II
Canandaigua National Bank
Pittsford, NY
New
Hybrid
‌
On-Site Financial Advisor: Tailored Plans & Investments
Northwestern Mutual
Rochester, NY
‌
Wealth Planning Advisor | Client Growth & Planning
Dormont Manufacturing
Lima, NY
$100k - $150k / year
‌
Merrill Advisor Development Program - Financial Advisor: Western NY Market
Bank of America
Pittsford, NY
Diversity Leader
Eco-Friendly
$80k - $90k / year
‌
Financial Sales Consultant($100k+, Training provided)
Nexera
🌎 Remote
Part-Time
Remote
Health Insurance
Flexible Schedule
$4,001 - $6,300 / week
‌
Financial Representative
Tailored Management
🌎 Remote
Remote
Hourly
$19 / hour
‌
Financial Representative Entry Level
Walker Region - Modern Woodmen of America
🌎 Remote
Part-Time
Remote
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Education
$17 / hour
Financial Representative Salary in Rochester
Financial Representatives working in Rochester, NY make an average annual salary of $54K and a maximum annual salary of around $91K.
Job Description
Working as a Financial Representative in Rochester, NY
There are 918 Financial Representative opportunities available in Rochester, NY all with unique requirements.
A Financial Representative is responsible for meeting with customers to provide advice, information, and recommendations regarding a wide range of financial products, e.g. saving for retirement or college, understanding insurance policies and strategies that could concern their financial goals, and building life income plans and provision templates. Their role also includes educating customers on how to manage their money better or budget.
Financial Representative jobs near Rochester, NY
Financial Representatives in Rochester, NY Resume Data
Average Experience for Financial Representatives in Rochester, NY
- More than 10 years: 55%
- 6-10 years: 32%
- 3-5 years: 11%
- 1-2 years: 1%
- Less than 1 year: 0%
Educational Background for Financial Representatives in Rochester, NY
- Diploma: 35%
- Bachelors: 33%
- Associates: 23%
- Masters: 9%
- Doctorate: 1%
Top Skill for Financial Representatives in Rochester, NY
- Customer focus & orientation: 22%
- Attention to detail: 12%
- Customer service: 12%
- Sales skills: 11%
- Work style: Reliability: 11%
- Call center customer service: 8%
- Administrative assistant/receptionist: 7%
- Verbal communication: 6%
- Scheduling: 5%
- Data entry: Accuracy: 5%
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