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Financial Planning Assistant Jobs in Rochester, NY

Financial Analyst

Rochester, NY · On-site

$60K - $80K/yr

... * Assist with the financial aspects of B&P/Pricing efforts * Work collaboratively with FP&A, Accounting, and Business Systems to ensure accurate and timely financial data within Microsoft Dynamics ...

... * Assist with the financial aspects of B&P/Pricing efforts * Work collaboratively with FP&A, Accounting, and Business Systems to ensure accurate and timely financial data within Microsoft Dynamics ...

... * Assist with the financial aspects of B&P/Pricing efforts * Work collaboratively with FP&A, Accounting, and Business Systems to ensure accurate and timely financial data within Microsoft Dynamics ...

... * Assist with the financial aspects of B&P/Pricing efforts * Work collaboratively with FP&A, Accounting, and Business Systems to ensure accurate and timely financial data within Microsoft Dynamics ...

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

Maintain and update templates used by departments for their recurring financial submissions Capital Planning & Tracking * Support the coordination of capital authorization, spend, and timing * Assist ...

Financial Senior Analyst

Rochester, NY

$82K - $103K/yr

... financial analysis and reporting. Responsibilities * Responsible for working with all levels of ... planning and forecasting to control expenditures and provide data to assist in decision making.

Financial Senior Analyst

Rochester, NY · On-site

$82K - $103K/yr

... financial analysis and reporting. Responsibilities * Responsible for working with all levels of ... planning and forecasting to control expenditures and provide data to assist in decision making.

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Financial Planning Assistant information

See Rochester, NY salary details

$35K

$59.8K

$103.1K

How much do financial planning assistant jobs pay per year?

As of Aug 12, 2026, the average yearly pay for financial planning assistant 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 of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

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

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

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

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.
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 cities near Rochester, NY are hiring for Financial Planning Assistant jobs? Cities near Rochester, NY with the most Financial Planning Assistant job openings:
Infographic showing various Financial Planning Assistant job openings in Rochester, NY as of August 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 100% In-person job distribution, with an average salary of $59,809 per year, or $28.8 per hour.

Financial Planning, Analysis, & Reporting Specialist III

Rochester Institute of Technology

Rochester, NY

$65K - $90K/yr

Full-time

Re-posted 9 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

288th of 618 rated colleges and universities


Job description

Essential Duties & Responsibilities

  • Designs, prepares, and presents financial information to the leadership team to assist with ongoing management and decision making regarding the college's finances and operations
  • Maintains analysis and financial forecasting across the organization, including complex compensation-related reconciliations
  • Prepares cost models based on data from general ledger, registrar, student financial services, and fixed assets
  • Completes and evaluates complex reconciliations and analysis of financial accounts, including operating, capital, special, discretionary, start-up, internal grants, and overhead project accounts to ensure transactions are accurate and in compliance with applicable institution policies and other regulatory requirements
  • Develops annual operating budget based on current salary recommendations, current and new academic and operational initiatives, and revenue forecasts
  • Prepares various standard and ad hoc reporting and analysis for management decision-making for multiple stakeholders
  • Other duties as assigned

Knowledge, Skills, & Abilities

  • Knowledge of accounting, finance, and budgeting practices and protocols to ensure accurate financial management and compliance
  • Knowledge of enterprise-wide financial applications and Microsoft Office
  • Skill in synthesizing and analyzing financial data and preparing detailed reports to support decision-making and budgeting activities
  • Skill in written, verbal, and interpersonal communication and customer service
  • Ability to manage multiple tasks and projects while maintaining accuracy and attention to detail
  • Ability to work independently with minimal supervision and exercise professional judgment regarding financial decisions

Minimum Education & Experience

  • Bachelor's degree in related field
  • 5 years of relevant experience
  • Equivalent combination of experience and education may be considered

Job Level Overview

Specialized Contributor Level 3 - A senior-level role requiring broad understanding of the profession or field of work. Independently leads diverse and often complex assignments, projects, or programs. May act as a mentor and guide less experienced staff.


Reports to the Saunders College of Business Director of Administrative Operations. Hybrid Remote Work: in office 4 days per week; remote 1 day per week.

FLSA Category

Exempt

Work Location

Hybrid

Compensation

$65,900 - $90,000 annually

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 tohr@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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