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Financial Planning Assistant Jobs in Rochester, NY

Safran

Financial Analyst

Rochester, NY · On-site

... * 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 ...

Safran

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 ...

Safran

Financial Analyst

Rochester, NY · On-site

... * 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 ...

Safran

Financial Analyst

Rochester, NY

... * 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 ...

DataAnnotation

FP&A Manager - AI Trainer

Rochester, NY · Remote

$50 - $60/hr

We're currently expanding into an exciting new area - teaching AI Assistant models to be a more ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

FirstLight

Strategic Financial Analyst

Victor, NY · On-site

$90K - $110K/yr

... planning in partnership with finance leadership. * Partner with accounting, operations, and leadership teams to analyze business performance and identify key drivers and risks. * Assist with board ...

L3HHCM20

Senior Associate, Finance

Rochester, NY · On-site

$57K - $107K/yr

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 ...

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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 Jul 27, 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 is an assistant financial planner?

An assistant financial planner supports certified financial planners by gathering client information, preparing financial plans, and performing administrative tasks. They often have a background in finance or related certifications and work in financial advisory firms or banks to help develop and implement financial strategies.

Is it hard to become a FA?

Becoming a Financial Planning Assistant typically requires a high school diploma or equivalent, with many roles preferring some college coursework or a degree in finance, accounting, or related fields. Gaining relevant skills such as proficiency with financial software and understanding financial products can improve job prospects, but the role generally involves on-the-job training and certifications like the Series 7 or 66 may be required for advancement.

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 does a financial planning assistant do?

A financial planning assistant supports financial advisors by preparing client documents, gathering financial data, and scheduling meetings. They often use financial planning software and require strong organizational skills to help develop and implement financial plans for clients.

How much do finance assistants get paid?

Finance assistants typically earn an average salary ranging from $40,000 to $55,000 per year, depending on experience, location, and the size of the organization. Entry-level roles may start lower, while experienced assistants or those with specialized skills can earn higher wages. Salaries often include benefits such as health insurance and paid time off.
More about Financial Planning Assistant jobs
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 Financial Planning Assistant jobs in Rochester, NY? For Financial Planning Assistant jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Financial Planning Assistant jobs in Rochester, NY look for? The top searched job categories for Financial Planning Assistant 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:
Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Rochester, NY as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $59,809 per year, or $28.8 per hour.
Manager, Financial Planning and Analysis

Manager, Financial Planning and Analysis

Erm

Rochester, NY

$90K - $110K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago

Job description

ERM is seeking a Manager, Financial Planning and Analysis, to join our consulting firm supporting ERM's North America Operations.

Why This Role Matters?

The Manager, Financial Planning and Analysis role will be a critical part of North America's FP&A Team, and the larger North America Finance Team, driving financial and operational performance through in-depth data analysis, report/dashboard development, budget and forecast preparation, and preparation of presentation materials for senior leadership.

What Your Impact Is:

As Manager, Financial Planning and Analysis, you will be a key part of North America's FP&A team. With the FP&A Team you will manage North America's suite of reports and dashboards, ensuring our internal stakeholders consistently have the information they require. Through thorough data analysis you will identify key variances and opportunities for improvement and work with the FP&A Director and North America Regional Finance Director to help ensure key financial metrics are achieved. This role is highly collaborative and offers the opportunity to influence strategic outcomes and maximize profitability across the business.

What You'll Bring:

Required

  • Bachelor's degree in accounting or related discipline; or equivalent experience

  • 4-6 years of experience in FP&A or financial operations

  • Advanced Microsoft 365 skills, specifically Excel, Access, and PowerPoint

  • Strong Power BI skills

  • In-depth understanding of SQL/relational databases

  • Strong customer service orientation balanced with adherence to internal controls

  • Demonstrated ability to contribute to broader business strategy discussions

  • Excellent verbal and written communication skills

  • Proven ability to build strong relationships with key business stakeholders

  • High energy, accountability, and ability to thrive in a dynamic team environment

  • This position is not eligible for immigration sponsorship

Preferred

  • Experience in a consulting, professional services, or project-based environment

  • Familiarity and understanding of consulting KPIs

  • Experience partnering with senior leadership teams

Key Responsibilities:

  • Maintain and continuously improve North America's suite of reports and dashboards as a key member of North America's FP&A Team.

  • Analyze and interpret financial data, communicating key insights to internal stakeholders.

  • Assist in preparation of regular and ad-hoc reporting and presentations for senior leadership

  • Monitor and provide analysis on Key performance Indicator (KPI) trends to identify variance root causes and growth opportunities.

  • Support the annual budgeting and quarterly forecasting processes.

  • Provide ad-hoc FP&A support for North America Partners and Staff.

  • Build strong working relationships with Partners and Staff across the organization.

For the Manager, Financial Planning and Analysis position, the anticipated annual base pay is $90,000 - $110,204 (USD). Actual pay will depend on factors such as education, experience, skills, location, performance, and business needs. In some cases, pay may fall outside this range. This role may be eligible for bonus pay (casual and fixed term/flex force employees are not bonus eligible).

We offer a comprehensive benefits package, including paid time off, parental leave, medical, dental, vision, life, disability, AD&D insurance, 401(k) or RRSP/DPSP, and other applicable benefits to eligible employees.

Note:Bonuses, commissions, and other forms of additional compensation are not guaranteed and subject to the sole discretion of ERM and its policies and procedures.

Who We Are:
As the largest global pure play sustainability consultancy, we partner with the world's leading organizations, creating innovative solutions to sustainability challenges and unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations.

At ERM we know that creating a diverse, equitable and inclusive work environment is an essential part of making our company a great place to build a career. We also see our diversity as a strength that helps us create better solutions for our clients. Our diverse team of world-class experts supports clients across the breadth of their organizations to operationalize sustainability, underpinned by our deep technical expertise in addressing their environmental, health, safety, risk and social issues. We call this capability our "boots to boardroom" approach for its comprehensive service model that allows ERM to develop strategic and technical solutions that advance objectives on the ground or at the executive level.

Please submit your resume and brief cover letter.

ERM does not accept recruiting agency resumes. Please do not forward resumes to our jobs alias, ERM employees or any other company location. ERM is not responsible for any fees related to unsolicited resumes.

ERM is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Thank you for your interest in ERM!

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About ERM

Sourced by ZipRecruiter

As the largest global pure play sustainability consultancy, we partner with the world's leading organizations, creating innovative solutions to sustainability challenges and unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations. At ERM we know that creating a diverse, equitable and inclusive work environment is an essential part of making our company a great place to build a career. We also see our diversity as a strength that helps us create better solutions for our clients. Our diverse team of world-class experts supports clients across the breadth of their organizations to operationalize sustainability, underpinned by our deep technical expertise in addressing their environmental, health, safety, risk and social issues. We call this capability our "boots to boardroom" approach for its comprehensive service model that allows ERM to develop strategic and technical solutions that advance objectives on the ground or at the executive level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

City of London, Greater London, GB

Social media

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