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Associate Financial Planner Jobs in Rochester, NY

Doeren Mayhew

Senior Audit Associate

Rochester, NY · On-site

$79K - $98K/yr

Participate and lead all phases of an audit, including planning, control analysis and testing ... Preparation and review of financial statements, workpapers, audit programs, etc. * Reviewing and ...

Intuit

Tax Associate - Onsite

Rochester, NY · On-site

$57K - $77K/yr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... planning advice. Utilize resources such as government websites, professional tools, and team ...

Intuit

Tax Associate - Local

Rochester, NY · On-site

$57K - $77K/yr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... planning advice. Utilize resources such as government websites, professional tools, and team ...

Intuit

Seasonal Tax Associate - Local

Rochester, NY

$57K - $77K/yr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World ... planning advice. Utilize resources such as government websites, professional tools, and team ...

Corning

Logistics Associate

Fairport, NY · On-site

$21/hr

Previous experience with ERP systems such as SAP or EWM is highly desirable. * Strong attention to ... As part of our commitment to your financial well-being, we provide a 100% company-paid pension ...

Corning

Logistics Associate

Fairport, NY

$21/hr

Previous experience with ERP systems such as SAP or EWM is highly desirable. * Strong attention to ... As part of our commitment to your financial well-being, we provide a 100% company-paid pension ...

Corning

Logistics Associate

Fairport, NY · On-site

$21/hr

Previous experience with ERP systems such as SAP or EWM is highly desirable. * Strong attention to ... As part of our commitment to your financial well-being, we provide a 100% company-paid pension ...

DataAnnotation

M&A Associate

Rochester, NY · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

Cooper Companies

Accounts Payable Associate

Victor, NY · Hybrid

$23 - $30/hr

Advanced knowledge of accounting software and ERP systems. * Proficient in MS Office suite (Word ... Detail-oriented with a high level of accuracy and the ability to analyze financial data.

CooperCompanies

Accounts Payable Associate

Victor, NY · On-site

$23 - $30/hr

Invoice processing in various ERP systems including but not limited to Baan, Oracle, Microsoft ... Detail-oriented with a high level of accuracy and the ability to analyze financial data.

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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 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
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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
Senior Audit Associate

Senior Audit Associate

Doeren Mayhew

Rochester, NY • On-site

$79K - $98K/yr

Other

Posted 22 days ago

Job description

Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 37th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you.

Our firm is seeking a Senior Audit Associate to join our Rochester, NY office. The Senior Audit Associate will have the opportunity to work as a member of an engagement team serving a diverse client base of industries such as manufacturing, construction, dealerships, governmental and non-profit, wholesale and distribution, retail, restaurant and more. Doeren Mayhew offers a diversified experience in public accounting providing our employees with many opportunities to grow, develop and advance within their careers.

Responsibilities:

  • Work as a member of an engagement team serving clients in industries such as manufacturing, construction, dealerships, governmental and non-profit, wholesale and distribution, retail, restaurant and more.
  • Participate and lead all phases of an audit, including planning, control analysis and testing, substantive procedures, as well as identifying and assisting clients with issues and reporting.
  • Preparation and review of financial statements, workpapers, audit programs, etc.
  • Reviewing and analyzing client internal controls
  • Identifying and resolving client issues
  • Communicating with clients on a daily basis
  • Work closely with clients and associates to develop client and project risk assessments, implementations, and recommendations.
  • Maintain active communication with engagement team and clients to manage expectations, deadlines, and deliverables
  • Preparation and review of financial statements and management reports.
  • Present new ideas and improvements to current processes and tasks in order to achieve firm and departmental goals.
  • Train new and less experienced associates on firm technology, processes and procedures.
  • Review the work of less experienced associates and provide guidance/mentorship to assist them in developing technical skills.
  • Seek opportunities to participate in business development and begin to build network of referral sources.

Qualifications:

  • Bachelor's Degree in Accounting
  • CPA License preferred
  • Minimum 2+ years of current experience in audit practice
  • Experience performing financial, operational or system audits is desired
  • Ability to demonstrate strong analytical and problem-solving skills.
  • Excellent oral and written communication skills
  • Strong Microsoft Excel skills
  • ProSystem Engagement experience a plus
  • Ability to adapt quickly to new technology platforms
  • Ability to travel up to 20%

Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.

"Doeren Mayhew" is the brand name under which Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC and its subsidiary entities provide professional services. Doeren Mayhew Assurance and Doeren Mayhew Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Doeren Mayhew Assurance is a licensed independent CPA firm that provides attest services to its clients, and Doeren Mayhew Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. Doeren Mayhew Advisors, LLC and its subsidiary entities are not licensed CPA firms.

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