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Assistant Financial Planner Jobs in Rochester, NY

ComTec Solutions

ERP Financial Consultant

Rochester, NY · On-site

$95K - $130K/yr

... Assist with project issues, help to coordinate activities and schedules with both clients and ... financial consulting for an ERP software • Strong knowledge in supply chain / distribution ...

ComTec Solutions

ERP Financial Consultant

Rochester, NY · On-site +1

$95K - $130K/yr

... Assist with project issues, help to coordinate activities and schedules with both clients and ... financial consulting for an ERP software • Strong knowledge in supply chain / distribution ...

ComTec Solutions

ERP Financial Consultant

Rochester, NY

$95K - $130K/yr

Description: ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80 ... Assist with project issues, help to coordinate activities and schedules with both clients and ...

General Code

Payroll Financial Analyst

Rochester, NY · On-site

$75K - $90K/yr

... * Assist in the development of budgets, forecasts, and financial projections while providing ... Proficiency with ERP and payroll systems. * Advanced Microsoft Excel and financial reporting skills.

General Code

Payroll Financial Analyst

Rochester, NY · On-site

$80K/yr

... * Assist in the development of budgets, forecasts, and financial projections while providing ... Proficiency with ERP and payroll systems. * Advanced Microsoft Excel and financial reporting skills.

L3Harris Technologies

Senior Associate, Finance

Rochester, NY · On-site

$57K - $107K/yr

  • Medical

  • Retirement

  • PTO

Maintain and update templates used by departments for their recurring financial submissions Capital Planning & Tracking * Support the coordination of capital authorization, spend, and timing * Assist ...

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Showing results 21-40

All JobsFinancial Planner 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 Aug 17, 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 is an assistant financial planner?

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
Infographic showing various Assistant Financial Planner job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $59,809 per year, or $28.8 per hour.

Sr Financial Analyst

Rochester Institute of Technology

Rochester, NY • On-site

$81K - $120K/yr

Full-time

Posted 10 days ago

Rochester Institute Of Technology rating

7.6

Company rating: 7.6 out of 10

Based on 32 frontline employees who took The Breakroom Quiz

289th of 618 rated colleges and universities

Job description

Position Highlights
This position serves as a College Partner within the College of Engineering Technology (CET), providing financial management, budgeting, reporting, and operational support to college leadership, faculty, and staff. The role collaborates closely with departments across the college and serves as a key resource for financial planning, analysis, compliance, and business process improvement initiatives. This position follows a hybrid work arrangement and requires on-campus presence three (3) days per week, with the remaining workdays performed remotely, subject to business needs and university policy.
Essential Duties & Responsibilities
  • Designs, prepares, and presents financial information to the leadership team to assist with ongoing management and decision making regarding the college's finances and operations
  • Maintains analysis and financial forecasting across the organization, including complex compensation-related reconciliations
  • Prepares cost models based on data from general ledger, registrar, student financial services, and fixed assets
  • Completes and evaluates complex reconciliations and analysis of financial accounts, including operating, capital, special, discretionary, start-up, internal grants, and overhead project accounts to ensure transactions are accurate and in compliance with applicable institution policies and other regulatory requirements
  • Develops annual operating budget based on current salary recommendations, current and new academic and operational initiatives, and revenue forecasts
  • Prepares various standard and ad hoc reporting and analysis for management decision-making for multiple stakeholders
  • Other duties as assigned

Knowledge, Skills, & Abilities
  • Knowledge of accounting, finance, and budgeting practices and protocols to ensure accurate financial management and compliance
  • Knowledge of enterprise-wide financial applications and Microsoft Office
  • Skill in synthesizing and analyzing financial data and preparing detailed reports to support decision-making and budgeting activities
  • Skill in written, verbal, and interpersonal communication and customer service
  • Ability to manage multiple tasks and projects while maintaining accuracy and attention to detail
  • Ability to work independently with minimal supervision and exercise professional judgment regarding financial decisions

Minimum Education & Experience
  • Bachelor's degree in related field
  • 7 years of relevant experience
  • Equivalent combination of experience and education may be considered

Job Level Overview
Specialized Contributor Level 4 - An advanced/lead role requiring a high degree of knowledge and recognized expertise in the profession or field. Manages large projects, programs, or specialized assignments that are strategic in nature and are without precedent and/or structure. Typically serves as a mentor to less experienced staff and reviews or delegates work.
FLSA Category
Exempt
Work Location
Hybrid
Compensation
$81,600 - $120,000
Application Materials
When you are ready to complete an application for this position please be prepared to submit the below requested information. This will be required to ensure your application is processed in a timely manner.
Cover Letter, Curriculum Vitae or Resume
Candidates must be eligible to work in the United States.
Additional Details
In compliance with NYS's Pay Transparency Act, the salary range for this position is listed above. Rochester Institute of Technology considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. The hiring process for this position may require a criminal background check and/or motor vehicle records check. Any verbal or written offer made is contingent on satisfactory results, as determined by Human Resources. RIT provides equal opportunity to all qualified individuals and does not discriminate on the basis of race, color, creed, age, marital status, sex, gender, religion, sexual orientation, gender identity, gender expression, national origin, veteran status or disability in its hiring, admissions, educational programs and activities. RIT provides reasonable accommodations to applicants with disabilities under the Rehabilitation Act, the Americans with Disabilities Act, the New York Human Rights Law, or similar applicable law.
If you need reasonable accommodation for any part of the application and hiring process, please contact the Human Resources office at 585-475-2424 or email your request to careers@rit.edu. Determinations on requests for reasonable accommodation will be made on a case-by-case basis.

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About Rochester Institute of Technology

Sourced by ZipRecruiter

Rochester Institute of Technology (RIT) is a preeminent institution in the education services industry, located in Rochester, NY, US. Renowned globally for its innovative and industry-aligned education, RIT was established in 1829 and has since then been committed to offering academic rigor in fields of study with an emphasis on applied learning. This is evidenced by their broad spectrum of undergraduate and graduate programs in areas such as engineering, science, business, and fine arts. RIT's mission centers on providing technology-based educational programs for career-minded students.

Industry

Colleges, universities, and professional schools

Company size

1,001 - 5,000 Employees

Headquarters location

Rochester, NY, US

Year founded

1829

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