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Assistant Financial Planner Jobs in Rochester, NY

DataAnnotation

Financial Planner

Rochester, NY · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain ... We're currently expanding into an exciting new area - teaching AI Assistant models to be a more ...

FirstLight

Strategic Financial Analyst

Victor, NY · On-site

$90K - $110K/yr

... planning in partnership with finance leadership. * Partner with accounting, operations, and leadership teams to analyze business performance and identify key drivers and risks. * Assist with board ...

DataAnnotation

FP&A Manager

Rochester, NY · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain ... We're currently expanding into an exciting new area - teaching AI Assistant models to be a more ...

Summa

Financial Analyst

Rochester, NY

$80K - $100K/yr

Perform account reconciliations and assist with balance sheet reviews & audits * Handle journal ... Experience with cost accounting, inventory, or standard costing preferred * ERP experience (Oracle ...

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All JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Rochester, NY

Assistant Financial Planner information

See Rochester, NY salary details

$35K

$59.8K

$103.1K

How much do assistant financial planner jobs pay per year?

As of Jun 10, 2026, the average yearly pay for assistant financial planner in Rochester, NY is $59,809.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,900.00 and $67,600.00 per year, depending on experience, location, and employer.

What are Assistant Financial Planners?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as an Assistant Financial Planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What are the typical responsibilities of an Assistant Financial Planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.
What are the most commonly searched types of Financial Planner jobs in Rochester, NY? The most popular types of Financial Planner jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Assistant Financial Planner jobs? Cities near Rochester, NY with the most Assistant Financial Planner job openings:
Assistant Financial Planner jobs near you
Financial Planner

Financial Planner

DataAnnotation

Rochester, NY • Remote

$40 - $60/hr

Part-time

Posted 25 days ago

Job description

Join the DataAnnotation team and help train the next generation of AI, while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We are looking for a Finance Expert to help advance AI development in the finance domain. We’re currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

  • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets
  • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work
  • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t
  • Share clear, structured feedback to help make each new version of the AI smarter and more reliable

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Benefits:

  • This a full-time or part-time REMOTE position
  • You’ll be able to choose which projects you want to work on
  • You can work on your own schedule
  • Projects are paid hourly starting at $50–$60 USD per hour, with bonuses on high-quality and high-volume work

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Masters and/or PhD is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This an independent contract position.

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