ZipRecruiter

Log In

1

Financial Advisor Assistant Jobs in Rochester, NY

Summa

Financial Analyst

Rochester, NY · On-site

$80K - $100K/yr

Financial Analyst (Manufacturing) Location: Rochester, NY Duration: Direct Hire Compensation: 80 ... Perform account reconciliations and assist with balance sheet reviews & audits * Handle journal ...

General Code

Payroll Financial Analyst

Rochester, NY · On-site

$75K - $90K/yr

... * Assist in the development of budgets, forecasts, and financial projections while providing ... variance analysis to management. * Prepare and file sales and use tax returns and maintain business ...

New

Deloitte

Tax Manager - Federal / Corporate Tax

Rochester, NY

$109K - $143K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ... Our team will assist with global tax challenges and transform the tax department to create greater ...

General Code

Payroll Financial Analyst

Rochester, NY · On-site

$80K/yr

... * Assist in the development of budgets, forecasts, and financial projections while providing ... variance analysis to management. * Prepare and file sales and use tax returns and maintain business ...

Deloitte

Tax Manager - Federal / Corporate Tax

Rochester, NY

$109K - $143K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred: * Advanced degree ... Our team will assist with global tax challenges and transform the tax department to create greater ...

Safran

Financial Analyst

Rochester, NY · On-site

$60K - $80K/yr

Provide financial support to programmatic efforts, partnering closely with Program Management to track costs, funding, and overall project performance * Assist with the financial aspects of B&P ...

Safran

Financial Analyst

Rochester, NY

Provide financial support to programmatic efforts, partnering closely with Program Management to track costs, funding, and overall project performance * Assist with the financial aspects of B&P ...

Safran

Financial Analyst

Rochester, NY · On-site

Provide financial support to programmatic efforts, partnering closely with Program Management to track costs, funding, and overall project performance * Assist with the financial aspects of B&P ...

EFPR

Be Seen First

Administrative Assistant

Rochester, NY · On-site

$22 - $25/hr

We are currently looking for a Administrative Assistant to support the Operations/Finance ... Starting with your first day you will meet your career advisor who will bring experience, guidance ...

Urgent

Safran

Financial Analyst

Rochester, NY · On-site

Provide financial support to programmatic efforts, partnering closely with Program Management to track costs, funding, and overall project performance * Assist with the financial aspects of B&P ...

Paychex

Financial Senior Analyst

Rochester, NY · On-site

$82K - $103K/yr

Acts as a lead and focal point between IT Financial/Contract Management and Finance Department in ... Provides detailed analysis outlining vendor pricing and operating impacts to assist Management in ...

Paychex

Financial Senior Analyst

Rochester, NY · On-site

$82K - $103K/yr

Acts as a lead and focal point between IT Financial/Contract Management and Finance Department in ... Provides detailed analysis outlining vendor pricing and operating impacts to assist Management in ...

previous page

Showing results 41-60

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.

Client Service Associate

Thorley Wealth Management Inc

Rochester, NY

$55K - $75K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 4 days ago

Job description

Client Service Associate
Job Description:

Dynamic financial services firm seeks self-starter to keep growing office organized. This integral position will provide exceptional customer service to clients, work directly with, and support the administrative needs of our financial advisors and assist with the workflow needs of the office.
Summary:

The ideal candidate is honest, hard-working, ethical, and friendly; has a high level of integrity; and wants to be challenged. Must be organized, possess strong attention to detail, be able to work independently and solve problems, be comfortable on the phone and handle multiple projects simultaneously. Must be comfortable with technology and internet savvy. Experience in Microsoft Office Suite is required. Must be able to handle customer service and client needs. Must be highly adaptable and team oriented.
Principal Responsibilities:

  • Help advisor prepare for client meetings; process new business, completing all forms correctly and submit them for processing within one business day; track all pending business paperwork; follow up on outstanding items; maintain pending business summary and update advisor weekly; file client statements, correspondence, and agreements completely within five business days.
  • Anticipate advisor needs and handle them proactively.
  • Maintain CRM system to enter new contacts, update existing contacts, and utilize, update, and create workflows.
  • Answer the phone and handle all client services issues within capacity.
  • Use excellent customer service skills to build client relationships.
  • Draft letters as directed by advisor, prepare, and send outgoing mail.
  • Assist advisor with marketing efforts, coordinate marketing events and activities, spearhead special projects; other marketing activities as determined.
  • Become familiar with and backup receptionist position.
  • Make suggestions to systematize and improve office functions.
  • Other miscellaneous tasks as assigned.
Required Skills/Knowledge/Competencies:

  • 1+ years of experience as an administrative assistant in the financial services field
  • Strong organizational skills; detail oriented; strong decision-making and analytical skills; ability to work independently; ability to maintain attention to detail while under pressure.
  • Strong technical aptitude, including strong PC, internet, and software skills; ability to use multiple technology platforms.
  • Superior interpersonal, oral, and written communications skills
  • Notary Public license a plus
Job Type: Full-time
Salary: $55,000 - $75,000 per year
Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
Schedule:
  • 8 hour shift
  • Monday to Friday
Work Location: In person with some virtual workdays