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Associate Financial Planner Jobs in Rochester, NY

L3HHCM20

Senior Associate, Finance

Rochester, NY · On-site

$57K - $107K/yr

The Senior Associate is an influential contributor in improving FP&A processes, systems, dashboards, and analytical automation to enhance forecasting accuracy and operational efficiency. Essential ...

TIAA

Financial Consultant

Rochester, NY

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Staffingine LLC

Executive Wealth Advisor

Rochester, NY · On-site

Manage & develop Lead and Associate Advisors. * Collaborate on new marketing strategies, programs ... Certification such as Certified Financial Planner (CFP) is required. * A portable book of existing ...

Deloitte

Tax Senior - Private Wealth

Rochester, NY

$80K - $99K/yr

Certified Financial Planner (CFP) Preferred * Advanced degree such as MST, JD, or LLM * Prior Big 4 experience * Strong verbal and written communication skills; strong listening, interpersonal, and ...

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

Associate Financial Planner information

See Rochester, NY salary details

$44.9K

$82.8K

$111.1K

How much do associate financial planner jobs pay per year?

As of Jul 15, 2026, the average yearly pay for associate financial planner in Rochester, NY is $82,824.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $98,700.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
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:
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What job categories do people searching Associate Financial Planner jobs in Rochester, NY look for? The top searched job categories for Associate Financial Planner jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Associate Financial Planner jobs? Cities near Rochester, NY with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Rochester, NY as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $82,824 per year, or $39.8 per hour.

Senior Associate, Finance

L3HHCM20

Rochester, NY • On-site

$57K - $107K/yr

Other

Medical, Retirement, PTO

Posted 7 days ago

Job description

Job Title: Sr Associate, Finance

Job Code: 40463

Job Location: Rochester, NY

Job Schedule: 9/80 Schedule, Employees work 9 out of every 14 days - totaling 80 hours worked and have every other Friday off

 

Job Description:

The Senior Associate, FP&A plays a critical role in delivering highquality financial insights, forecasts, and analytical support that drive strategic decision-making. This role partners across Finance, Sales teams, and functional leadership to support key financial processes, including forecasting, monthly reviews, variance analysis, and capital/indirect budget management. The Senior Associate is an influential contributor in improving FP&A processes, systems, dashboards, and analytical automation to enhance forecasting accuracy and operational efficiency.

Essential Functions:

Departmental Expense & Headcount Support

  • Coordinate concise and impactful departmental expense and headcount forecasting and reporting for SG&A department managers
  • 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 in preparing executive presentations for capital request reviews

Systems & Tools

  • Prepare routine departmentlevel financial reporting packages and respond to ad hoc requests
  • Develop and maintain Power BI dashboards to visualize key financial information
  • Use advanced Excel and data analytics skills to support departmental reporting and analysis
  • Demonstrate strong proficiency in Oracle Planning for departmental forecasting (including SmartView, Adhoc queries, and navigation of planning forms)

Process Improvement & Efficiency

  • Identify and support implementation of process improvements to streamline reporting and improve efficiency
  • Enhance tools and data flows to reduce manual work and increase accuracy

CrossFunctional Partnership

  • Collaborate with SG&A managers, Sales (Bids & Proposals / Direct Sell budget), and accounting/finance teams to ensure timely and accurate inputs

 

Qualifications:

  • Bachelor's Degree and a minimum of 2 years of prior related experience. Graduate Degree or equivalent with 0 to 2 years of prior related experience. In lieu of a degree, minimum of 6 years of prior related experience.
  • Bachelor's degree in finance, Accounting, Economics, Business, Data Analytics, Computer Science, or related analytical field.
  • Experience in financial analysis, budgeting, forecasting, financial modeling, and reporting.
  • Strong analytical skills with the ability to interpret financial data and communicate insights effectively.
  • Advanced Excel and PowerPoint proficiency.

Preferred Additional Skills:

  • Experience with ERP systems, financial planning software, Oracle SmartView, or similar tools.
  • Experience with Power BI, Alteryx, dashboarding, or other data automation tools.
  • Strong presentation and communication skills, capable of preparing executive-level deliverables.

 

In compliance with pay transparency requirements, the salary range for this role in New York state $57,500 - $107,500. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, paid time off, and company-paid holidays. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements.

 

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