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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 ...

DataAnnotation

FP&A Manager - AI Trainer

Rochester, NY · Remote

$50 - $100/hr

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 ...

IDEX

Finance Analyst

Rochester, NY

Working closely with the FP&A & Cost Manager, this role supports forecasting, budgeting, cost ... Assist with Orders, Backlog, Sales, and profitability forecasting Maintain forecast tracking and ...

IDEX Corporation

Finance Analyst

Rochester, NY · On-site

Working closely with the FP&A & Cost Manager, this role supports forecasting, budgeting, cost ... • Assist with Orders, Backlog, Sales, and profitability forecasting • Maintain forecast ...

L3HHCM20

Senior Associate, Finance

Rochester, NY

$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 ...

ComTec Solutions

ERP Financial Consultant

Rochester, NY · On-site

$95K - $130K/yr

... Assist with project issues, help to coordinate activities and schedules with both clients and ... financial consulting for an ERP software • Strong knowledge in supply chain / distribution ...

ComTec Solutions

ERP Financial Consultant

Rochester, NY · On-site +1

$95K - $130K/yr

... Assist with project issues, help to coordinate activities and schedules with both clients and ... financial consulting for an ERP software • Strong knowledge in supply chain / distribution ...

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

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 29, 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 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 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 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 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.

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:

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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 August 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 100% In-person job distribution, with an average salary of $59,809 per year, or $28.8 per hour.

Intern, Financial Planning - Rochester, NY

Mariner

Rochester, NY • On-site

$15.25 - $19.75/hr

Internship

Posted 14 days ago

Job description

Job Summary:
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.
Essential Duties and Responsibilities:
• Support client onboarding by preparing and processing necessary paperwork.
• Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
• Observe client meetings (where appropriate) to gain firsthand experience in how advisors build relationships and solve client challenges.
• Participate in client meeting follow-up tasks including documentation, research, and solution development.
• Contribute ideas during team discussions on improving client service and business development opportunities.
• Support client service activities, including account maintenance and money movement processes.
• Use financial planning and CRM software to assist with plan development and data management.
• Assist with data entry, plan modeling, and compiling plan deliverables.
• Collaborate with team members on special projects and client service initiatives.
Required Education and Experience:
• Pursuing a bachelor's or master's degree with an expected graduation date within 12 months of the start of the internship
• Demonstrated leadership experience through work or extracurricular activities
Preferred Education and Experience:
• Major in wealth management, financial planning, finance, or a related field.
• Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.
Skills:
• Strong customer service orientation.
• Excellent organizational and time management skills.
• Detail-oriented with solid analytical and problem-solving abilities.
• Comfortable contributing ideas in group settings.
• Clear and professional written and verbal communication.
• Ability to communicate complex topics in a simple, relatable way.
• Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.
• Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.
Supervisory Responsibilities:
• None
Physical Demands/Requirements:
The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel Requirement:
None
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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