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Associate Wealth Management Advisor Jobs in Rome, NY

Sally Beauty

Beauty Advisor Sally Beauty

Cicero, NY

$16 - $17/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Starting at $15hr. depending on experience The Sales Associate/Beauty Advisor will focus on one ... Able to communicate with customers, co-workers and management in a clear and concise manner

KOHLS

Part-Time Beauty Advisor - Sephora

Liverpool, NY · On-site

$16.95 - $22.05/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Support inventory management from receipt to sale, including freight processing, back stocking ... Maintaining adherence to company safety policies for the safety of all associates and customers

KOHLS

Part-Time Beauty Advisor - Sephora

New Hartford, NY · On-site

$16.95 - $22.05/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Support inventory management from receipt to sale, including freight processing, back stocking ... Maintaining adherence to company safety policies for the safety of all associates and customers

KOHLS

Full-Time Beauty Lead Advisor - Sephora

New Hartford, NY · On-site

$19.60 - $27.45/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Support inventory management from receipt to sale, including freight processing, back stocking ... Maintaining adherence to company safety policies for the safety of all associates and customers

Sally Beauty

Beauty Advisor Sally Beauty 10447

Cicero, NY · On-site

$16 - $17/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Starting at $15hr. depending on experience The Sales Associate/Beauty Advisor will focus on one ... Able to communicate with customers, co-workers and management in a clear and concise manner

Rome Health

Patient Access Advisor

Rome, NY · On-site

$17 - $20/hr

Patient Access Advisor Multiple Shifts Available: * 7:00 a.m. - 3:00 p.m. (Includes patient ... Certified Healthcare Access Associate (CHAA) or Certified Healthcare Access Manager (CHAM ...

Rome Health

Patient Access Advisor

Rome, NY

Patient Access Advisor Multiple Shifts Available: * 7:00 a.m. - 3:00 p.m. (Includes patient ... Certified Healthcare Access Associate (CHAA) or Certified Healthcare Access Manager (CHAM ...

Rome Health

Patient Access Advisor

Rome, NY · On-site

Patient Access Advisor Multiple Shifts Available: * 7:00 a.m. - 3:00 p.m. (Includes patient ... Certified Healthcare Access Associate (CHAA) or Certified Healthcare Access Manager (CHAM ...

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

Associate Wealth Management Advisor information

See Rome, NY salary details

$36.5K

$63.6K

$106.5K

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

As of Aug 17, 2026, the average yearly pay for associate wealth management 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 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 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 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 cities near Rome, NY are hiring for Associate Wealth Management Advisor jobs?

Cities near Rome, NY with the most Associate Wealth Management Advisor job openings:

Associate Wealth Management Advisor jobs near you

Beauty Advisor Sally Beauty

Sally Beauty

Cicero, NY

$16 - $17/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago

Sally Beauty rating

4.7

Company rating: 4.7 out of 10

Based on 417 frontline employees who took The Breakroom Quiz

23rd of 24 rated health and beauty retailers

Job description

SALLY BEAUTY ADVISOR:

Job Description:

Salary range of $16.00 to $17.00 per hour, depending on experience.

By working at Sally Beauty, you would be part of the largest hair and beauty supplier in the world and we are on a mission to empower our customers to express themselves through hair – and we need passionate and talented people to make this happen!!

Starting at $15hr. depending on experience

The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that want to help our customer through their beauty experience. Whether assisting with hair color, cosmetics, skin care, or nails, we want you to be the advisor on our customer’s journey. It takes knowledge and training – which Sally Beauty will go above and beyond to provide. You bring your passion and personality – we will do the rest!

Your role at Sally Beauty: 

  • Build relationships and inspire loyalty.
  • Recommend additional and complimentary products.
  • Inform customers of current promotions and events.
  • Set up advertising displays and arrange merchandise to highlight sales and promotional events.
  • Ensure our customers are informed about and enrolled in our Loyalty program.
  • Complete transactions accurately and efficiently.
  • Maintain a professional store environment and communicate inventory issues.
  • Demonstrate our Sally Beauty Culture Values.
  • We have a range of different working schedules and hours to suit everyone’s needs.

Why you’ll love working here:

  • The people are creative, fun and passionate about beauty.
  • Generous product discount and free sample products.
  • You will receive a great education regarding our products.
  • You will have ample opportunity for growth.
  • You may qualify for one or more of the following – medical, dental, vision, 401k, vacation, sick and holiday time depending on the average hours worked.

Requirements:

  • High School Diploma or equivalent 
  • Must 18 years of age or older
  • 1 + years retail sales/customer service experience preferred
  • Must be available to meet the scheduling needs of the business
  • Able to communicate with customers, co-workers and management in a clear and concise manner
  • Ability to execute knowledge from product knowledge training to support with customer service
  • Can read and explain product labels  
  • Can follow direction and perform other duties as assigned by Manager 
     

Legal wants you to know:

  • Must be able to lift up to 25 lbs, occasionally while on a ladder, with or without accommodation. 
  • May be exposed to fumes and odors upon occasion.

Working Conditions/Physical Requirements

The position requires some physical exertion such as long periods of standing; walking; recurring bending, crouching, stooping, stretching, reaching, or similar activities; recurring lifting of moderately heavy items such as shipment or record boxes. The position involves working around moving parts, carts, or machines, and may occasionally include exposure to irritant chemicals.

Additional Information:

Interested in this exciting challenge and always be in the know about the latest trends in hair and beauty? Yes? Then we would love to hear from you.

“At Sally Beauty Holdings, we find beauty in diversity. Our inclusivity and self-expression are what fuel our innovation and growth. You are welcome here, and you can thrive here. We find beauty in YOU. Join us.”

Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, or disability.

SBH, Inc. is an Equal Opportunity Employer. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

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