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Financial Advisor Assistant Jobs in Rochester, NY

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

... assist clients with their everyday needs. Duties and Responsibilities: Client Support: * Supporting the Financial Advisor/Private Wealth Advisor/team in cultivating and enhancing new and existing ...

Empower

Retirement Plan Advisor

Rochester, NY · On-site +1

$79K - $112K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... This position will also assist the Relationship Management team in effectively establishing and ...

AutoNation

Service Advisor

Hilton, NY · On-site

Use a consultative selling process to assist customers in planning for ongoing required maintenance ... financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have ...

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Showing results 21-40

All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Rochester, NY

Financial Advisor Assistant information

See Rochester, NY salary details

$28.1K

$53.5K

$89.8K

How much do financial advisor assistant jobs pay per year?

As of Aug 10, 2026, the average yearly pay for financial advisor assistant in Rochester, NY is $53,522.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $62,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What does an assistant to a financial advisor do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. The role may also involve handling administrative tasks and ensuring compliance with industry regulations.

What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

What are the most commonly searched types of Financial Advisor jobs in Rochester, NY? The most popular types of Financial Advisor jobs in Rochester, NY are:
What are popular job titles related to Financial Advisor Assistant jobs in Rochester, NY? For Financial Advisor Assistant jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in Rochester, NY look for? The top searched job categories for Financial Advisor Assistant jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Financial Advisor Assistant jobs? Cities near Rochester, NY with the most Financial Advisor Assistant job openings:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Rochester, NY as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 92% In-person, 3% Hybrid, and 5% Remote job distribution, with an average salary of $53,522 per year, or $25.7 per hour.

Financial Aid Advisor

Bryant & Stratton College

Rochester, NY • On-site

$22.11 - $23.07/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 20 days ago

Job description

Unlock your full potential in the innovative and inclusive environment at Bryant & Stratton College. We are a career-focused, private, nonprofit college built differently to serve the needs of students, alumni, associates, employers, and the community. Founded in 1854, Bryant & Stratton College offers real-world education leading to bachelor's, associate's, and professional certificates after completion in the fields of healthcare, technology, legal, business, graphic design, and more. We offer a comprehensive benefits package that includes competitive salaries, medical/dental/vision insurance, generous paid time off, 401K, and company-paid college tuition for associates and their families. Bryant & Stratton College is a Public Service Loan Forgiveness certified employer.
Apply today!
Job Summary
The Financial Services Advisor is responsible for advising and assisting current and prospective students with all aspects of financial aid. This includes accurately and efficiently advising, packaging, and awarding students their financial aid. Weekly reports on the status of student's application process will be prepared and distributed.
Functions:
  • Counsel prospective students and/or parents regarding financial aid.
  • Counsel and advise current students on their financial aid package and assist in directing students to appropriate departments concerning any areas the student needs assistance with.
  • Efficiently assist in the completion of the FAFSA, Stafford loan application and other financial aid documentation as needed with the incoming students.
  • Review financial aid package with student.
  • Verify accuracy of the students ISIR.
  • Accurately package financial aid awards in the SCT Banner system.
  • Tracking and monitoring student's awards to ensure funds are accurately received on a timely basis.
  • Follow up with students on any missing or inaccurate information.
  • Adhere to all Federal and State Financial Aid Guidelines.
  • Other duties as assigned by manager

Minimum Requirements:
Associates Degree required, Bachelors degree a plus. Must have excellent customer service skills and the ability to work with a diverse group, in a fast-paced environment. Strong computer skills required in Microsoft Word and Excel. High attention to detail is required. Knowledge of SCT Banner, Title IV and NYS Financial Aid Programs a plus. A combination of day, evening and weekend hours are required.
Salary Range:
$46,000- $48,000 ($22.11- $23.07 per hour)
This position is eligible for overtime.
Please note that the compensation information is a good faith estimate of the base pay for this position. The selected candidate's actual base pay for this role will take into account a wide range of non-discriminatory factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. At Bryant & Stratton College, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Information about the total compensation package for this position will be provided during the interview process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Bryant & Stratton College is an Equal Opportunity Employer.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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