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Entry Level Financial Planning Jobs in Rochester, NY

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Entry Level Financial Planning information

See Rochester, NY salary details

$35K

$59.8K

$103.1K

How much do entry level financial planning jobs pay per year?

As of Aug 7, 2026, the average yearly pay for entry level financial planning in Rochester, NY is $59,809.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,900.00 and $67,600.00 per year, depending on experience, location, and employer.

What are some common challenges faced by entry level financial planners, and how can they overcome them?

Entry-level financial planners often face challenges such as building a client base, gaining trust, and staying updated with evolving financial regulations. It can be intimidating to establish relationships with clients who may prefer more experienced advisors. To overcome these hurdles, new planners can focus on continuous learning, seek mentorship, and leverage networking opportunities within their firm or industry groups. Regularly attending training sessions and collaborating with senior team members can also accelerate skill development and confidence.

What is the difference between Entry Level Financial Planning vs Financial Advisor?

AspectEntry Level Financial PlanningFinancial Advisor
CertificationsBasic certifications (e.g., CFP® exam prep, FINRA licenses)Typically holds CFP®, Series 7, 66, or 65 licenses
Work EnvironmentInternships, entry-level firms, financial planning firmsIndependent or firm-based, client-facing roles
Job FocusAssisting with financial plans, research, data gatheringProviding personalized financial advice, client management
Experience Level0-2 years2+ years experience often required

Entry Level Financial Planning roles typically involve supporting financial advisors and gaining foundational knowledge, while Financial Advisors actively manage client portfolios and provide tailored financial advice. The entry-level position is a stepping stone toward becoming a licensed and experienced financial advisor.

What is the best entry-level financial planning job?

An entry-level financial planning job typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common roles include financial planning assistant or paraplanner, often requiring knowledge of financial software and certifications like the CFP exam. These positions provide foundational experience for a career in financial planning.

How to start a career in entry level financial planning?

To start a career in entry level financial planning, obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop strong analytical and communication skills. Gaining industry certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and entry-level roles often require familiarity with financial software and client service experience.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, accounting, or related fields, and develop skills in financial analysis and client communication. Gaining certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and internships or entry-level roles in financial services provide valuable experience. Strong interpersonal skills and proficiency with financial planning software are also beneficial.

What are the key skills and qualifications needed to thrive as an entry level financial planner?

To thrive as an Entry Level Financial Planner, you need a solid understanding of financial principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheets, and pursuing certifications like CFP or Series 7/63 is often expected. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are vital soft skills. These competencies help ensure accurate planning, regulatory compliance, and client trust, which are essential for long-term success in financial services.

What is entry level financial planning?

Entry level financial planning refers to roles where professionals help individuals or businesses manage their finances, such as budgeting, saving, investing, and planning for retirement. People in these positions typically work under the supervision of experienced financial planners and may assist with preparing client reports, researching investment options, and learning the basics of financial advising. These roles are ideal for recent graduates or those new to the finance industry who want to gain experience and work toward certifications like CFP (Certified Financial Planner). Entry level financial planners often develop strong analytical, communication, and client service skills, which are essential for career growth in the financial planning field.
What are the most commonly searched types of Financial Planning jobs in Rochester, NY? The most popular types of Financial Planning jobs in Rochester, NY are:
What are popular job titles related to Entry Level Financial Planning jobs in Rochester, NY? For Entry Level Financial Planning jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planning jobs in Rochester, NY look for? The top searched job categories for Entry Level Financial Planning jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Entry Level Financial Planning jobs? Cities near Rochester, NY with the most Entry Level Financial Planning job openings:
Infographic showing various Entry Level Financial Planning job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $59,809 per year, or $28.8 per hour.

$41K - $50K/yr

Full-time

Posted 10 days ago


Rochester Institute Of Technology rating

7.6

Company rating: 7.6 out of 10

Based on 32 frontline employees who took The Breakroom Quiz

286th of 616 rated colleges and universities


Job description

Position Highlights
This posting is for multiple vacancies (College of Science and College of Liberal Arts).
Academic advisors function in order to support student success. Advising is a collaborative relationship between a student and advisor. Advisors take a student-centered approach that enriches student learning and development in preparation for success with a diverse global society. This position will be assigned to a college, and reports to the assistant dean who leads the advising team, and works with the chair and department coordinators as appropriate. This position will develop, implement, and manage academic advisement for RIT students. The position will participate in developing strategies that will enhance retention and promote students' connection to their academic program as well as the university.
long-range
Key responsibilities include:
  • Maintain systematic and frequent contact with advisees in order to provide them with accurate information about academic progression and degree requirements, assess students' academic progress towards degree completion, and advise students to identify barriers to success and offer appropriate referrals for academic and personal concerns. Outreach to students whenever necessary in order to assist with planning and support. Direct students towards campus resources that will enhance their ability to be academically successful, including: ASC, CRP, HEOP, Counseling Center, Disability Services, Financial Aid, and other offices.
  • Advise students to develop their long range goals and plans of academic study, including as applicable: co-op or internship work schedules and/or study abroad opportunities. Assist students to evaluate progress towards established goals.
  • Review and update degree audits in a timely manner, including evaluating and determining the transfer of credits; research course descriptions to determine transferability as assigned. Participate in degree certification process as assigned.
  • Maintain awareness of institutional information including admissions requirements, new programs, course changes, deadlines, costs, expanding facilities, college-wide initiatives, transfer requirements, and relevant state and federal mandates.
  • Keep accurate records of all interactions.
  • Participate in university student success and retention initiatives related to advising.
  • Collaborate with department chairs, deans' delegates for advising, faculty advisors, and university partners to ensure seamless support for students, and serve as an advising resource for faculty and staff within the college
  • Participate in admissions and recruitment programs as assigned.
  • Participate in orientation programs as required.
  • Stay current with processes, technology, and computer skills relevant to advising at RIT
  • Participate in college planning, implementation, and evaluation of the academic advisement program's goals and objectives.
  • Participate on departmental, college, and university committees as assigned,
  • Participate in Advisors Council and engage in relevant professional development activities, which may include: CPD sessions, workshops, RIT courses, attendance at conferences, membership in professional organizations, etc.
  • OTHER DUTIES AS ASSIGNED

Educational Requirements:
MS, MA or M.Ed in Higher Education, Counselor Education, Career Counseling, Social Work, or related field.
Required Skills:
  • Excellent listening and interpersonal skills that exhibit positive regard, care, concern, and respect for students, families, and colleagues.
  • Strong commitment towards supporting all levels and backgrounds of students through a variety of approaches and processes to achieve their educational and personal goals.
  • Demonstrated ability to communicate effectively (written and in-person) to a broad constituency, including administrators, faculty, staff, students, and parents.
  • Knowledge of research and theory related to college student development, including: cognitive /learning development, student persistence, student engagement, diversity and student identity, and experience applying the knowledge to support student development and success.
  • Thorough understanding and working knowledge of FERPA regulations within higher education.
  • Working knowledge of effective decision-making and conflict resolution techniques.
  • Nights/weekends may be required.
  • Ability to coordinate and manage assignments in order to sustain an extensive workload within a fast-paced environment.
  • Excellent computer skills including: SIS, Degree Audit, & related systems.
  • Strong organizational skills.
  • Excellent attention to detail.
  • Demonstrated ability to multi-task.

Preferred Experience/Skills:
  • Working knowledge of RIT processes, programs, and resources preferred.
  • 2-4 years of related experience in advising or a related field in a higher education environment strongly preferred.
  • Demonstrated leadership skills and experience desired.
  • Knowledge of deaf culture and ASL strongly preferred.

Essential Duties & Responsibilities
  • Meets with students to review degree progress and assesses progress against graduation requirements. Ensures student understand how to navigate course registration and degree requirements
  • Monitor students' progress. Helps students resolve requirement concerns. Identifies alternative courses and solutions to meet degree requirements. Assists students with changing course registration
  • Reviews career goals with students and assists students with post-college planning, including reviewing and revising resumes, identifying valuable internships and fellowships, and coaching with interviews
  • Maintains knowledge of key registration and enrollment dates. Stays current in best practices related to academic advising, student success, and higher education
  • Makes referrals to other points of service such as counseling, financial aid, career services, student life, and disability services
  • Conducts outreach to students to build and foster relations, provide helpful information, and ensure students are aware of available services
  • Other duties as assigned

Knowledge, Skills, & Abilities
  • Knowledge of academic advising principles and practices
  • Skill in written, verbal, and interpersonal communication to influence and articulate a variety of topics to different and diverse audiences
  • Skill in multi-tasking, project management, prioritization, and organization
  • Ability to handle sensitive situations with empathy, cultural awareness, and confidentiality
  • Ability to work independently and with a team in a fast-paced environment

Minimum Education & Experience
  • Master's degree in related field
  • 2 years of related experience

Job Level Overview
Specialized Contributor Level 2 - A fully functional role requiring established knowledge of the profession or field of work. Responsible for completing substantive assignments and projects. Problems are varied and non-routine, and resolution requires exercising judgment, analysis, advisement, creativity, and understanding broader sets of issues. May provide assistance to entry level staff.
FLSA Category
Exempt
Work Location
On Campus
Compensation
$58,000 to $72,000 per year
Application Materials
When you are ready to complete an application for this position please be prepared to submit the below requested information. This will be required to ensure your application is processed in a timely manner.
Cover Letter, Curriculum Vitae or Resume
Candidates must be eligible to work in the United States.
Additional Details
In compliance with NYS's Pay Transparency Act, the salary range for this position is listed above. Rochester Institute of Technology considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. The hiring process for this position may require a criminal background check and/or motor vehicle records check. Any verbal or written offer made is contingent on satisfactory results, as determined by Human Resources. RIT provides equal opportunity to all qualified individuals and does not discriminate on the basis of race, color, creed, age, marital status, sex, gender, religion, sexual orientation, gender identity, gender expression, national origin, veteran status or disability in its hiring, admissions, educational programs and activities. RIT provides reasonable accommodations to applicants with disabilities under the Rehabilitation Act, the Americans with Disabilities Act, the New York Human Rights Law, or similar applicable law.
If you need reasonable accommodation for any part of the application and hiring process, please contact the Human Resources office at 585-475-2424 or email your request to careers@rit.edu. Determinations on requests for reasonable accommodation will be made on a case-by-case basis.

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About Rochester Institute of Technology

Sourced by ZipRecruiter

Rochester Institute of Technology (RIT) is a preeminent institution in the education services industry, located in Rochester, NY, US. Renowned globally for its innovative and industry-aligned education, RIT was established in 1829 and has since then been committed to offering academic rigor in fields of study with an emphasis on applied learning. This is evidenced by their broad spectrum of undergraduate and graduate programs in areas such as engineering, science, business, and fine arts. RIT's mission centers on providing technology-based educational programs for career-minded students.

Industry

Colleges, universities, and professional schools

Company size

1,001 - 5,000 Employees

Headquarters location

Rochester, NY, US

Year founded

1829

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