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Financial Planning Assistant Jobs in Rochester, NY

ComTec Solutions

ERP Financial Consultant

Rochester, NY

$95K - $130K/yr

Description: ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80 ... Assist with project issues, help to coordinate activities and schedules with both clients and ...

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 ...

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 ...

Summa

Financial Analyst

Rochester, NY

$80K - $100K/yr

Perform account reconciliations and assist with balance sheet reviews & audits * Handle journal ... Experience with cost accounting, inventory, or standard costing preferred * ERP experience (Oracle ...

Jewish Senior Life

Director of Major Gifts

Rochester, NY · On-site

$75K - $90K/yr

Build relationships with the estate and financial planning professionals. * Coordinate suggestions ... Identify and engage new donors. * Assist with grant writing and identification of prospective ...

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Showing results 21-40

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 9, 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.
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 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 Aid and Scholarships Assistant Director

Rochester Institute of Technology

Rochester, NY • On-site

$60K - $65K/yr

Full-time

Re-posted 3 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

287th of 617 rated colleges and universities

Job description

Essential Duties & Responsibilities
  • Responds to inquiries from students, parents, and campus staff regarding admission status, financial aid programs, requirements, eligibility, application procedures, form completion, award status, and deadlines
  • Counsels and advises students and families regarding financial aid eligibility, application procedures, aid programs, costs, indebtedness, money management and financial planning
  • Verifies and analyzes financial data to determine aid eligibility and make awards within federal, state, donor and/or institutional guidelines for new, continuing, transfer, and re-entry students
  • Facilitates financial aid workshops, orientations, and outreach/admissions events to educate students and families about financial aid options and responsibilities
  • Performs applicable tuition calculations and adjustments. Determines any required fund returns
  • Conducts audits to ensure accurate awards, valid supporting document, and compliance with applicable policies, laws, and regulations
  • Other duties as assigned

Knowledge, Skills, & Abilities
  • Knowledge of financial aid programs, including scholarships, emergency loans, and eligibility requirements
  • Skill in multi-tasking, project management, prioritization, and organization
  • Ability to work accurately and efficiently with financial aid technologies and computerized systems to collect, document, synthesize, and process information
  • Ability to handle sensitive situations with empathy, cultural awareness, and confidentiality

Minimum Education & Experience
  • Bachelor's degree in related field
  • 4 years of relevant experience
  • Equivalent combination of experience and education may be considered

Job Level Overview
Specialized Contributor Level 2 - A fully functional role requiring established knowledge of the profession or field of work. Responsible for completing substantive assignments and projects. Problems are varied and non-routine, and resolution requires exercising judgment, analysis, advisement, creativity, and understanding broader sets of issues. May provide assistance to entry level staff.
Additional Details:
Under the direction of the Associate Director, the Assistant Director is responsible for administering financial aid in compliance with federal and state regulations and institutional policy, while supporting enrollment goals. This role requires a strong understanding of compliance requirements and the ability to independently execute critical departmental and divisional work. The position supports student success through strategic use of funds, sound professional judgment, and high-quality service to students, families, and institutional partners.
Key Responsibilities
  • Apply professional judgment and ensure adherence to compliance requirements; guide on compliance-related matters.
  • Independently execute projects and critical work; make informed recommendations to leadership.
  • Support Enrollment Management goals related to student recruitment and retention.
  • Represent and advise the university in interactions with internal and external stakeholders, including federal/state agencies, schools, scholarship organizations, and students/families.
  • Collaborate regularly with campus partners (e.g., Admissions, SFS, Registrar, Study Abroad, Co-op, Housing, ROTC, CRP, ISS, academic departments, UE).
  • Promote accessibility of the financial aid application process.
  • Analyze and evaluate financial aid data to determine eligibility and make adjustments as needed.
  • Communicate with students and families with professionalism, discretion, and respect for privacy and confidentiality.
  • Maintain a comprehensive understanding of federal, state, and institutional regulations to ensure compliant aid administration.

Programmatic Responsibilities (as assigned)
  • Determine eligibility, administer aid, and complete reporting for specialized programs (e.g., Say Yes, Rochester City Scholars, HEOP, CRP, ROTC, NTID, BS/MS, VA).
  • Support development of compliant procedures and training, including Satisfactory Academic Progress (SAP).
  • Partner with Study Abroad staff to ensure program compliance.
  • Perform Return to Title IV (R2T4) calculations in accordance with federal regulations for withdrawals and leaves of absence.
  • Collaborate with campus offices on compliance related to withdrawal and leave processes.
  • Contribute to development, testing, and implementation of tools such as the Net Price Calculator.
  • Maintain compliance of website content and chatbot information.
  • Ensure compliance with federal aid programs (e.g., Direct Loans, Pell Grants).
  • Develop and deliver presentations to students, families, colleagues, and external audiences.
  • Other duties as assigned.

FLSA Category
Exempt
Work Location
On Campus
Compensation
$60,000 to $65,000 per year
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 to careers@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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