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Financial Advisor Assistant Jobs in Rochester, NY

Equitable Advisors

Wealth Management Associate

Rochester, NY · On-site +1

$250 - $1K/wk

... financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...

Morgan Stanley

Client Service Associate

Rochester, NY

$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 ...

Keenfinity

FP&A and Reporting Lead

Fairport, NY · On-site

$81K - $101K/yr

Act as a key financial advisor to the Radionix global leadership team. * Champion continuous improvement and digital transformation within the finance organization. * Partner with global and regional ...

Keenfinity

FP&A and Reporting Lead

Fairport, NY · On-site +1

$81K - $101K/yr

Act as a key financial advisor to the Radionix global leadership team. * Champion continuous improvement and digital transformation within the finance organization. * Partner with global and regional ...

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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 Jun 15, 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 does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

How much do finance assistants make in the US?

Finance assistants in the US typically earn a median annual salary of around $40,000 to $50,000, depending on experience, location, and employer. Entry-level roles may start lower, while experienced assistants or those with specialized skills can earn higher wages. Salaries often increase with certifications and familiarity with financial software tools.

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.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, certifications like the CFP or CFA, and a successful track record in managing investments and financial planning. Income varies widely based on location, firm size, and individual performance.

What is a red flag for a financial advisor?

A red flag for a financial advisor is a lack of transparency about fees and compensation, which can indicate potential conflicts of interest. Additionally, unprofessional behavior, failure to provide clear investment strategies, or missing required certifications like the Series 7 or CFP can signal issues with their credibility and trustworthiness.

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 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 June 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 100% In-person job distribution, with an average salary of $53,522 per year, or $25.7 per hour.
Financial Advisor - Rochester, NY - Market 25, Region 242

Financial Advisor - Rochester, NY - Market 25, Region 242

Edward Jones Careers

Rochester, NY

Other

Posted 13 days ago

Edward Jones rating

8.2

Company rating: 8.2 out of 10

Based on 250 frontline employees who took The Breakroom Quiz

49th of 138 rated financial services

Job description

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:

  • Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program.

  • Salary for the first five years as you begin to build your practice

  • A firm-provided branch office in the community 

  • Branch office support to help lighten the load so you can focus on your clients

  • A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.

You can also expect...

  • No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in

  • A compensation package that includes opportunities for commissions, profit sharing and incentive travel

  • The flexibility that you need to balance your personal and professional lives - the best of both worlds

  • A culture of continuous improvement and professional development

Key Responsibilities 

  • Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).

  • Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.

  • Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.

  • Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. 

  • Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.


 For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
As your new asset compensation and commissions increase over the first five years, salary will decrease

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