ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Rochester, NY

L3HHCM20

Sr Associate, Finance

Rochester, NY

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

L3HHCM20

Sr Associate, Finance

Rochester, NY

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

L3HHCM20

Sr Associate, Finance

Rochester, NY

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

L3HHCM20

Sr Associate, Finance

Rochester, NY

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

L3HHCM20

Sr Associate, Finance

Rochester, NY

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

L3HHCM20

Sr Associate, Finance

Rochester, NY

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

L3HHCM20

Sr Associate, Finance

Rochester, NY

$57K - $107K/yr

Job Title:Associate, Finance Job Code: 38076 Job Location:Rochester, NY Job Schedule: 9/80 ... This role supports financial planning and analysis by coordinating sector financial inputs for ...

Keenfinity

FP&A and Reporting Lead

Fairport, NY · On-site

$81K - $101K/yr

The Radionix name holds a special place in the hearts of our associates, dealers, distributors, and ... The FP&A and Reporting Lead is the senior financial business partner for the Radionix business ...

Keenfinity

FP&A and Reporting Lead

Fairport, NY · On-site +1

$81K - $101K/yr

The Radionix name holds a special place in the hearts of our associates, dealers, distributors, and ... The FP&A and Reporting Lead is the senior financial business partner for the Radionix business ...

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 ...

next page

Showing results 1-20

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 Jun 10, 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:
What are popular job titles related to Associate Financial Planner jobs in Rochester, NY? For Associate Financial Planner jobs in Rochester, NY, the most frequently searched job titles are:
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
Associate Financial Professional

Associate Financial Professional

Alliance Financial Network

Rochester, NY • On-site

$40K - $100K/yr

Full-time

Posted 4 days ago

Job description

Are you ready to transform lives including your own?


At Alliance Financial Network, Inc., a proud agency of The Guardian Life Insurance Company of America and our Broker-Dealer Park Avenue Securities, we’re looking for driven, purpose-filled individuals to join us as an Associate Financial Professional. Not just to build a career, but to become a catalyst for change.


In this role, you don’t just talk about money; you help people take control of their future. You’ll guide individuals, families, and businesses through some of life’s most important decisions. Protecting what they love, planning for what they dream, and building legacies that last.


You become the difference-maker. The person who shows up when others need clarity, confidence, and a trusted voice. The one who helps them turn uncertainty into action and potential into prosperity.

This is your opportunity to do meaningful work that shapes lives, strengthens communities, and builds your own path to professional and personal success.


You have the power to change lives. Let’s start with yours!

Compensation:

$40,000 - $100,000 yearly


Responsibilities:

What you’ll be doing…

  • Working with clients to understand their goals, concerns, and current financial information.
  • Analyzing information to create a holistic strategy with appropriate products and services.
  • Developing and maintaining a base of clients who value your input and guidance.
  • Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.


What we provide…

  • Tools and technology to help you appropriately gather, manage, and service your clients.
  • Development and training locally, virtually, and nationally to support your educational needs.
  • Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
  • Mentorship and joint-work opportunities.
  • Superior service and support.
  • A competitive benefits package including Pension, 401(k) with match and Roth options, health, vision, dental insurance, and more.
  • Leadership and career development opportunities, including tuition reimbursement and continuing education opportunities.
  • High earning potential with one of the most substantial contracts in the business that recognizes your performance- including renewal commissions that begin in year two.

Qualifications:

You possess…

  • A passion for helping others and making a positive impact in your community.
  • A forward-thinking spirit and desire to own a business that provides the ability to integrate your life and work – on your terms.
  • A lifelong learner mentality with a desire to continue growing.
  • Self-motivation, a confident personality, high integrity, and a strong desire to succeed.


Requirements

  • Must be a US citizen
  • Through our facilitation, obtain: NYS LAH, SIE, Series 7, Series 66 Licenses


Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY, and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 8270339.1(Exp. 8/2027)


About Company

We are dedicated to providing exceptional service, experience, and support to help clients achieve their financial goals while reflecting their unique values. For our associates, we foster a supportive environment that encourages growth and success by equipping them to master proven financial strategies. Additionally, we create a positive community impact by embracing volunteerism, philanthropy, and outreach, empowering our team to support causes they care about.

https://www.myafn.com/