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Associate Financial Advisor Jobs in Rome, NY (NOW HIRING)

M3 Placement

Office Assistant

Utica, NY · On-site

$62K - $80K/yr

Office Assistant Utica, NY Our client, Strategic Financial Services , is seeking an Office ... Provide administrative support to advisors, operations, and other departments across the firm.

Elevance Health

SCA Data Technician

East Syracuse, NY · On-site

$20.04 - $23.05/hr

This role enables associates to work virtually full-time, with the exception of required in-person ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

Elevance Health

SCA Data Technician

East Syracuse, NY · On-site

$20.04 - $23.05/hr

This role enables associates to work virtually full-time, with the exception of required in-person ... Please be advised that Elevance Health only accepts resumes for compensation from agencies that ...

Paychex

Sales Executive - HR Solutions

Utica, NY · On-site

$130K - $140K/yr

Associate's Degree - Preferred * 3 years of experience in inside or outside business-to-business ... Recruitment, Financial Services, Insurance, Marketing, Automotive, Information Technology ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Rome, NY

Associate Financial Advisor information

See Rome, NY salary details

$36.5K

$63.6K

$106.5K

How much do associate financial advisor jobs pay per year?

As of Sep 8, 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?

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 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:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Rome, NY as of September 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $63,585 per year, or $30.6 per hour.

Assistant to the VP for Administration & Finance and the Business Office

Clinton, NY • On-site

Hamilton College
Colleges, Universities, and Professional Schools • 201 - 500 employees
Learn more about Hamilton Collegeexternal

$17.25 - $23.25/hr

Full-time

Re-posted 22 days ago

Job description

Job Description:
Position Summary
We are seeking a highly organized, detail-oriented, and collaborative professional to provide critical support to the Business Office and Senior Vice President for Administration and Finance. In this role, you will serve as a key ambassador for the division, delivering outstanding customer service to the Hamilton College community. The ideal candidate handles sensitive information with strict confidentiality and thrives in a courteous, team-oriented environment.
Responsibilities
Administrative and Business Office Support
  • Serve as the primary point of contact for the Office of the Senior Vice President for Administration and Finance and the Business Office, providing reception coverage and responsive, professional customer service through phone, email, mail, web, and in-person interactions while supporting the administrative needs of office staff, campus constituents, and visitors.
  • Manage the calendars of the Senior Vice President for Administration and Finance and the Associate Vice President for Finance, including scheduling meetings, coordinating travel, arranging logistics, and anticipating scheduling needs.
  • Coordinate meetings for leadership, Board of Trustee committees, and campus committees, including scheduling, arranging logistics, and coordinating, reviewing, and distributing agendas, correspondence, reports, meeting materials, notes, and follow-up documentation. Manage confidential and sensitive information with discretion and professionalism.
  • Assist with the preparation of presentations, including formatting, editing, proofreading, and technical support.
  • Draft basic correspondences, gather and compile information, prepare reports and spreadsheets, and perform basic data analysis.
  • Monitor and organize support for longer-term projects by maintaining project materials, tracking timelines, following up on assignments, and assisting with project coordination.
  • Support Business Office operations by coordinating documentation, assisting staff with administrative processes and special projects, and providing general operational support as needed.
  • Maintain Business Office files and records in accordance with the College's records retention schedule, including organizing, archiving, transferring, and securely disposing of records.
  • Maintain Business Office webpages and assist with office communications.
  • Order and maintain office supplies and coordinate service requests for office equipment, including printers and copiers.
  • Distribute Business Office mail and provide backup support for mail distribution, including sorting and distributing mail received on campus for Investment Office staff.
  • Perform other duties and special projects as assigned.

Financial and Operational Support
  • Monitor the Accounts Payable invoice mailbox, submit invoices through Workday, respond to payment status inquiries, assist with credit card activations, and provide other Accounts Payable support.
  • Run financial system processes to upload gifts and departmental charges to the College's general ledger, communicate processing errors, and coordinate corrections with departments.
  • Assist with deposits, ad hoc bank entries, other bank transaction recording, and reconciliation activities within Workday.
  • Maintain endowment files and upload agreements and supporting documentation into Fundriver.
  • Prepare annual audit confirmations and provide supporting documentation for external audits as assigned.
  • Maintain tax return files and coordinate mailing of federal and state tax returns, including certified and return receipt mailings, as prepared by external tax advisors.
  • Assist with other financial, accounting, and administrative projects as needed.

Education & Experience
  • High School Diploma required. Postsecondary education preferred, including a technical certificate, associate degree, bachelor's degree.
  • Two to three years of previous experience in a similar administrative capacity, preferably within an accounting, finance, legal, higher education, or nonprofit environment.
  • Familiarity with accounting and legal terminology, financial processes, and administrative systems preferred.
  • Experience supporting senior-level administrators or executive offices preferred.
  • Equivalent combination of education and experience will be considered.

Knowledge, Skills, Abilities
  • Demonstrated professionalism and the ability to exercise sound judgment, resourcefulness, collegiality, diplomacy, discretion, and maintain confidentiality.
  • Excellent organizational skills with the ability to manage multiple priorities, maintain accuracy, and meet deadlines.
  • Strong customer service orientation and commitment to providing responsive support.
  • Effective oral and written communication skills with the ability to interact successfully with a wide range of campus constituencies.
  • Ability to work independently while also contributing effectively as part of a collaborative team.
  • Proficiency with desktop software and spreadsheet applications, with the ability to learn customized software and enterprise systems.

Compensation Range:
$22.00 - $24.00 per hour
EEO Policy:
Hamilton College is an equal opportunity employer and is committed to creating an accessible, supportive environment and an educational experience that recognizes a wide array of experiences, backgrounds and viewpoints as integral components of academic excellence. Candidates who can contribute to those goals are encouraged to apply and identify their strengths in these areas.
Benefits:
For Benefits Information, please navigate to the following link:
Employment - Work at Hamilton - Hamilton College

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