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Associate Financial Advisor Jobs in New Rochelle, NY

Lenox Advisors

Financial Advisor - New York

Manhattan, NY · On-site

$60K - $100K/yr

... financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm ... work with fellow associates Who do you need to be? * A strong relationship-builder who takes a ...

Bethpage

LPL Financial Advisor

Bethpage, NY · On-site

$32K/yr

Our advisors are professionals maintaining specific training, licensing, registrations with a ... Establish relationships with colleagues and associates highlighting the value FourLeaf Financial ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in New Rochelle, NY

Associate Financial Advisor information

See New Rochelle, NY salary details

$39.6K

$69.1K

$115.8K

How much do associate financial advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for associate financial advisor in New Rochelle, NY is $69,109.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,200.00 and $84,900.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in New Rochelle, NY?

The most popular types of Financial Advisor jobs in New Rochelle, NY are:

What are popular job titles related to Associate Financial Advisor jobs in New Rochelle, NY?

For Associate Financial Advisor jobs in New Rochelle, NY, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in New Rochelle, NY look for?

The top searched job categories for Associate Financial Advisor jobs in New Rochelle, NY are:

What cities near New Rochelle, NY are hiring for Associate Financial Advisor jobs?

Cities near New Rochelle, NY with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in New Rochelle, NY as of June 2026, with employment types broken down into 97% Full Time, 1% Part Time, and 2% Contract. Highlights an 67% Physical, 4% Hybrid, and 29% Remote job distribution, with an average salary of $69,109 per year, or $33.2 per hour.

Financial Advisor - Stamford, Connecticut

Lenox Advisors

Stamford, CT • On-site

$60K - $100K/yr

Full-time

Re-posted 17 days ago

Job description

Job Description
If you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to your life - and that of everyone you touch.
As a Lenox Advisor, you will work directly with individuals, businesspeople, and families to help them navigate through and secure their financial future.
Who we are:
Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our advisors, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.
With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc.
You will build upon your natural abilities to connect with, educate and guide others, while honoring the values we share with you:
  • The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours - trust, teamwork and accountability.
  • Make an impact on people's lives, and the communities you care for by providing paths to financial stability and peace of mind
  • Follow a well-defined career path that integrates education with mentorship and teaming opportunities
  • Transparency, honesty, and clarity as the fundamental ingredients of partnership
  • A culture of innovation that embraces growth and the changes that come with it
  • Flexibility to design the life you want, backed by the security of a large, established company like ours

How will you build your practice?
You will...
  • Establish networks and cultivate referrals
  • Develop and maintain long-term relationships with clients
  • Provide financial solutions through fact gathering and needs analysis
  • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates

Who do you need to be?
  • A strong relationship-builder who takes a client-first approach
  • A proven networker and marketer (alt: "connector of people")
  • A dedicated worker: independent, self-motivated and goal oriented

Apply