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Financial Planning Assistant Jobs in Rochester, NY

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 ...

General Code

Payroll Financial Analyst

Rochester, NY · On-site

$75K - $90K/yr

... * Assist in the development of budgets, forecasts, and financial projections while providing ... Proficiency with ERP and payroll systems. * Advanced Microsoft Excel and financial reporting skills.

New

General Code

Payroll Financial Analyst

Rochester, NY · On-site

$80K/yr

... * Assist in the development of budgets, forecasts, and financial projections while providing ... Proficiency with ERP and payroll systems. * Advanced Microsoft Excel and financial reporting skills.

Uncommon Schools

Teacher Assistant

Rochester, NY · On-site

$40K/yr

The Teacher Assistant position provides a unique opportunity for talented individuals with limited ... Financial Planning * 403(b) retirement savings program + employer match * Paid leave of absence ...

Uncommon Schools

Teacher Assistant

Rochester, NY

$40K/yr

The Teacher Assistant position provides a unique opportunity for talented individuals with limited ... Financial Planning * 403(b) retirement savings program + employer match * Paid leave of absence ...

New

LeafHome

Assistant Installation Manager

Henrietta, NY · On-site

$55K - $65K/yr

... financial planning, and counseling | Employee discount marketplace | Employee Resource Groups such as VetConnect, DEI Committee, Womens Committee. Position Summary: The Assistant Installation Manager ...

LeafHome

Assistant Installation Manager

Henrietta, NY · On-site

$55K - $65K/yr

... financial planning, and counseling | Employee discount marketplace | Employee Resource Groups such as VetConnect, DEI Committee, Women's Committee. Position Summary: The Assistant Installation ...

Loop Internet

Director of Accounting

Rochester, NY · On-site

$130K - $160K/yr

... planning, forecasting, and providing financial insights to support this consolidation. This leader ... Prepare and review consolidated financial statements and supporting schedules * Assist in the ...

Greenlight Networks

Director of Accounting

Rochester, NY

$130K - $160K/yr

... planning, forecasting, and providing financial insights to support this consolidation. This leader ... Prepare and review consolidated financial statements and supporting schedules * Assist in the ...

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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 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.

Director of Major Gifts

Jewish Senior Life

Rochester, NY • On-site

$75K - $90K/yr

Full-time

Re-posted 14 days ago

Job description

Salary range: $75,000-$90,000
GENERAL SCOPE: Jewish Home Foundation seeks a dynamic and experienced fund development professional to assist the Executive Director of the Foundation team to plan, lead and grow its major gifts and planned giving efforts.
EDUCATION / QUALIFICATION:
  • The successful candidate will have a minimum of a BA degree and at least 10 years of progressive fundraising and management experience with extensive experience in major gift fundraising.
  • Will have excellent verbal and written communication skills, and the proven ability to prioritize tasks and manage projects, events and deadlines effectively.
  • Will possess strong professional ethics, integrity and accountability in all behavior; react well under pressure; treat others with respect; ensure transparency in all actions.
  • Proven success in conducting major gift and planned giving asks.
  • Successful experience in coaching and training volunteers and staff in fund development activities.
  • Experience in strategic planning and budget development and management.
  • Proficiency in Microsoft Office applications.
  • Experience in Raiser's Edge donor management system.
  • Knowledge of funding source environments.

ESSENTIAL FUNCTIONS:
  • Provide leadership for all major gift and planned giving initiatives.
  • Work with Executive Director to position the organization to maximize fund development opportunities.
  • Create and execute a comprehensive major gift & planned giving work plan, including budgets and specific goals, objectives and strategies for the department.
  • Foster a culture of philanthropy and enhance a donor centered approach to our advancement goals that nurtures loyalty through a comprehensive relationship building program of cultivation, solicitation and stewardship.
  • Cultivate, solicit and steward prospective major gift and planned giving prospects and develop a plan to do the same.
  • Build relationships with the estate and financial planning professionals.
  • Coordinate suggestions for planned giving vehicles with prospects and their advisors to meet their estate/financial planning goals and those of the Foundation.
  • Maintain a high level of expertise regarding state and federal taxes; gift and estate planning methods and the legal aspect of charitable planned giving.
  • Ensure that donor relations and all fundraising activities meet the highest ethical standards.
  • Identify and engage new donors.
  • Assist with grant writing and identification of prospective funders.
  • Conduct prospect research and identify pool of prospective major gift donors and opportunities.
  • Provide qualitative and quantitative reporting and analysis of giving to the Foundation team and the Foundation's Board of Directors.

This description is not meant to be an all-inclusive list of duties and responsibilities, but constitutes a general definition of position scope.
Jewish Home is committed to equal employment opportunity. We will not discriminate against employees or applicants for employment on any legally-recognized basis ["protected class"] including, but not limited to: veteran status, uniform service member status, race, color, religion, sex, sexual identity, gender identity or expression, national origin, age, physical or mental disability, genetic information or any other protected class under federal, state, or local law.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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