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Associate Wealth Management Advisor Jobs in Rochester, NY

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

... Wealth Management in Rochester, NY. Critical Connections · Clients and prospective clients. · Vendors, delivery personnel, and office visitors. · Wealth Advisors, Associate Wealth Advisors, Client ...

New

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

... Wealth Management in Rochester, NY. Critical Connections · Clients and prospective clients. · Vendors, delivery personnel, and office visitors. · Wealth Advisors, Associate Wealth Advisors, Client ...

New

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

... Wealth Management in Rochester, NY. Critical Connections · Clients and prospective clients. · Vendors, delivery personnel, and office visitors. · Wealth Advisors, Associate Wealth Advisors, Client ...

New

Tompkins Community Bank

Wealth Advisor III

Pittsford, NY · On-site

$100K/yr

Overview Tompkins Financial Advisors is the wealth management division of Tompkins Financial Corporation, an institution with roots dating to 1836 and a wealth advisory practice established in 1891.

Staffingine LLC

Executive Wealth Advisor

Rochester, NY · On-site

Executive Wealth Advisor Job Location: Rochester, NY Job Type: Full time * Conduct all Get to Know ... Manage & develop Lead and Associate Advisors. * Collaborate on new marketing strategies, programs ...

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All JobsAssociate Wealth Management Advisor JobsAssociate Wealth Management Advisor Jobs in Rochester, NY

Associate Wealth Management Advisor information

See Rochester, NY salary details

$38K

$66.3K

$111K

How much do associate wealth management advisor jobs pay per year?

As of Jul 26, 2026, the average yearly pay for associate wealth management advisor in Rochester, NY is $66,262.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $81,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Associate Wealth Management Advisor, and why are they important?

To thrive as an Associate Wealth Management Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory requirements, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM platforms, and certifications like the Series 7 or CFP are typically required. Exceptional interpersonal skills, attention to detail, and the ability to build trust with clients help you stand out in this role. These skills and qualifications are crucial for delivering tailored financial advice, maintaining compliance, and fostering long-term client relationships.

What is the difference between Associate Wealth Management Advisor vs Financial Advisor?

AspectAssociate Wealth Management AdvisorFinancial Advisor
CredentialsTypically requires a Series 7 and 66 licenses, sometimes a CFP designationOften holds Series 7, 66, and CFP or CFA certifications
Work EnvironmentSupports senior advisors, works in banks, investment firms, or financial planning companiesProvides comprehensive financial planning and investment advice directly to clients
Employer & Industry UsageCommonly employed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and financial planning practices

While both roles involve client financial services, an Associate Wealth Management Advisor primarily supports senior advisors and handles client onboarding and administrative tasks. A Financial Advisor offers direct, personalized financial planning and investment advice to clients, often with more client-facing responsibilities. The Associate role is often a stepping stone toward becoming a full Financial Advisor.

What are the typical responsibilities of an Associate Wealth Management Advisor in supporting senior advisors and clients?

As an Associate Wealth Management Advisor, you will often assist senior advisors by preparing financial plans, conducting research on investment options, and managing client communications. Your day-to-day tasks may include scheduling client meetings, gathering and analyzing financial data, and ensuring all documentation is compliant with regulatory standards. This role also involves collaborating closely with team members to deliver a high level of service and support for clients, which helps you gain hands-on experience and develop the skills necessary for advancement within the firm.

What does an Associate Wealth Management Advisor do?

An Associate Wealth Management Advisor assists clients with managing their financial assets and developing strategies to help them achieve their financial goals. They typically work under the supervision of senior advisors, helping with client onboarding, portfolio analysis, research, and preparing financial plans. Their duties often include communicating with clients, researching investment opportunities, and ensuring compliance with financial regulations. This role is a key stepping stone for those looking to advance in the wealth management industry.
What cities near Rochester, NY are hiring for Associate Wealth Management Advisor jobs? Cities near Rochester, NY with the most Associate Wealth Management Advisor job openings:
Associate Wealth Management Advisor jobs near you
Infographic showing various Associate Wealth Management Advisor job openings in Rochester, NY as of July 2026, with employment types broken down into 95% Full Time, and 5% Contract. Highlights an 86% In-person, 9% Hybrid, and 5% Remote job distribution, with an average salary of $66,262 per year, or $31.9 per hour.
Receptionist

Receptionist

Thorley Wealth Management Inc

Rochester, NY • On-site

$17 - $22/hr

Full-time

Medical, Retirement, PTO

Posted 2 days ago

Job description

Benefits:
  • 401(k)
  • Competitive salary
  • Health insurance
  • Paid time off
  • Training & development

Receptionist
Job Title: Receptionist
FLSA Classification: Non-exempt
Salary Grade/Level/Family/Range: $17 to $22 per hour
Location: Thorley Wealth Management – Rochester, NY
Date: July 2026
Job Summary
The Receptionist is responsible for creating an excellent first impression for clients, prospective clients, vendors, and other visitors by providing a warm, professional, and organized front-office experience. This role answers incoming calls promptly and courteously, directs callers appropriately, greets visitors, supports client meeting logistics, assists with mailings and deliveries, and contributes to the smooth day-to-day operation and appearance of the office.
The ideal candidate is friendly, professional, organized, dependable, and comfortable interacting with clients and team members in person and by phone. This position requires strong communication skills, attention to detail, sound judgment, a client-first mindset, and the ability to manage routine administrative tasks efficiently while maintaining confidentiality and professionalism.
Essential Duties and Responsibilities
Reception and Client Experience
·       Answer incoming calls in a professional and courteous manner, screening and routing calls to the appropriate team member.
·       Greet clients, prospective clients, vendors, and visitors with a positive, helpful attitude.
·       Respond to routine inquiries within role capacity and provide general information when appropriate.
·       Ensure clients and visitors are welcomed and directed appropriately upon arrival.
·       Help maintain a professional, organized, and welcoming front-office environment.
Administrative and Office Support
·       Accept deliveries, incoming texts, and other office communications.
·       Prepare client mailings and assist with outgoing mail.
·       Responsible for preparing and sending monthly client communications as directed by advisor.
·       Assist with general administrative tasks and office projects as assigned.
·       Support the overall appearance and organization of the front office.
Scheduling and Meeting Support
·       Schedule client review meetings with advisor(s) as directed.
·       Assist with meeting preparation and client-facing logistics as needed.
·       Coordinate with team members to help ensure meetings and client interactions are handled smoothly and professionally.
Team Support
·       Assist with special projects as needed.
·       Support team members with routine administrative and workflow needs.
Qualifications
·       Three to five years of office experience preferred.
·       Two-year administrative or business degree preferred.
·       Excellent telephone skills and professional communication style.
·       Positive attitude and pleasant demeanor.
·       Strong work ethic, dependability, and professionalism.
·       Demonstrated ability to work in a fast-paced office environment.
·       Strong organizational skills and attention to detail.
·       Ability to maintain confidentiality and handle client interactions with discretion.
·       Comfortable using office technology, phone systems, email, and Microsoft Office applications.
Physical Demands, Work Environment, and Location
·       Professional office environment with regular use of computer systems, phone, email, and office equipment.
·       Prolonged periods sitting at a desk and working on a computer.
·       Must be able to communicate clearly with clients, team members, vendors, and visitors.
·       Must be able to lift up to 15 pounds at times.
·       In-office position located at Thorley Wealth Management in Rochester, NY.
Critical Connections
·       Clients and prospective clients.
·       Vendors, delivery personnel, and office visitors.
·       Wealth Advisors, Associate Wealth Advisors, Client Service Associates, and other internal team members.
·       Broker/dealer partners, custodians, and professional partners as needed.
Securities and advisory services offered through Commonwealth Financial Network® member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.