Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support ...
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support ...
Registered Client Service Associate
Utica, NY · On-site
$16/hr
Client Service Associate Client Service Associates provide exceptional service to our clients and ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...
Registered Client Service Associate
Utica, NY · On-site
$16/hr
Client Service Associate Client Service Associates provide exceptional service to our clients and ... Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and ...
Registered Client Service Associate
Utica, NY · On-site
$16/hr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...
Registered Client Service Associate
Utica, NY · On-site
$16/hr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...
Registered Client Service Associate
Utica, NY · On-site
$40.87/hr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...
Registered Client Service Associate
Utica, NY · On-site
$40.87/hr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ...
Tax Associate
Utica, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Utica, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
New Hartford, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
New Hartford, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
North Syracuse, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
North Syracuse, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Liverpool, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Liverpool, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Utica, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Utica, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Oneida, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Oneida, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Cicero, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Cicero, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Chittenango, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Chittenango, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
West Monroe, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
West Monroe, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Waterville, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Waterville, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Herkimer, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Herkimer, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Whitesboro, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Whitesboro, NY · On-site
$14.45 - $18/hr
Retirement
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Patient Access Advisor
Rome, NY · On-site
$17 - $20/hr
... financial clearance while providing exceptional customer service. Please Note: In addition to the ... Certified Healthcare Access Associate (CHAA) or Certified Healthcare Access Manager (CHAM ...
Patient Access Advisor
Rome, NY · On-site
$17 - $20/hr
... financial clearance while providing exceptional customer service. Please Note: In addition to the ... Certified Healthcare Access Associate (CHAA) or Certified Healthcare Access Manager (CHAM ...
Patient Access Advisor
Rome, NY · On-site
... financial clearance while providing exceptional customer service. Please Note: In addition to the ... Certified Healthcare Access Associate (CHAA) or Certified Healthcare Access Manager (CHAM ...
Patient Access Advisor
Rome, NY · On-site
... financial clearance while providing exceptional customer service. Please Note: In addition to the ... Certified Healthcare Access Associate (CHAA) or Certified Healthcare Access Manager (CHAM ...
... financial clearance while providing exceptional customer service. Please Note: In addition to the ... Certified Healthcare Access Associate (CHAA) or Certified Healthcare Access Manager (CHAM ...
... financial clearance while providing exceptional customer service. Please Note: In addition to the ... Certified Healthcare Access Associate (CHAA) or Certified Healthcare Access Manager (CHAM ...
Associate Counsel
Liverpool, NY · On-site
$2.6K - $3.3K/wk
Support the real estate business in connection with the purchasing, selling, leasing, and financing ... and advising on compliance matters. * Corporate Governance : Assist with the formation and ...
Associate Counsel
Liverpool, NY · On-site
$2.6K - $3.3K/wk
Support the real estate business in connection with the purchasing, selling, leasing, and financing ... and advising on compliance matters. * Corporate Governance : Assist with the formation and ...
Associate Financial Advisor information
See Rome, NY salary details
$41.3K is the 25th percentile. Wages below this are outliers.
$36.5K - $42.8K
33% of jobs
$42.8K - $49.2K
1% of jobs
$49.2K - $55.6K
9% of jobs
The median wage is $59K / yr.
$55.6K - $61.9K
13% of jobs
$61.9K - $68.3K
7% of jobs
$68.3K - $74.7K
12% of jobs
$74.8K is the 75th percentile. Wages above this are outliers.
$74.7K - $81K
9% of jobs
$81K - $87.4K
6% of jobs
$87.4K - $93.8K
5% of jobs
$93.8K - $100.1K
2% of jobs
$100.1K - $106.5K
2% of jobs
$36.5K
$63.6K
$106.5K
How much do associate financial advisor jobs pay per year?
As of Aug 19, 2026, the average yearly pay for associate financial advisor in Rome, NY is $63,585.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,900.00 and $78,100.00 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?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing 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 Rome, NY?
The most popular types of Financial Advisor jobs in Rome, NY are:
What are popular job titles related to Associate Financial Advisor jobs in Rome, NY?
For Associate Financial Advisor jobs in Rome, NY, the most frequently searched job titles are:
What cities near Rome, NY are hiring for Associate Financial Advisor jobs?
Cities near Rome, NY with the most Associate Financial Advisor job openings:
Full-time
Re-posted 16 days ago
Edward Jones rating
8.1
Based on 256 frontline employees who took The Breakroom Quiz
61st of 150 rated financial services
Job description
Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor. Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
- Training which may include mentoring, job shadowing, coaching and branch office visits
- A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
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