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Financial Planning Associate Jobs in Rochester, NY

L3HHCM20

Senior Associate, Finance

Rochester, NY · On-site

$57K - $107K/yr

The Senior Associate is an influential contributor in improving FP&A processes, systems, dashboards, and analytical automation to enhance forecasting accuracy and operational efficiency. Essential ...

TIAA

Financial Consultant

Rochester, NY · On-site

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Staffingine LLC

Executive Wealth Advisor

Rochester, NY · On-site

Manage & develop Lead and Associate Advisors. * Collaborate on new marketing strategies, programs ... Certification such as Certified Financial Planner (CFP) is required. * A portable book of existing ...

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

Financial Planning Associate information

See Rochester, NY salary details

$13

$31

$66

How much do financial planning associate jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for financial planning associate in Rochester, NY is $31.54, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $33.89 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planning Associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a Financial Planning Associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a Financial Planning Associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.
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 Associate jobs in Rochester, NY? For Financial Planning Associate jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Rochester, NY look for? The top searched job categories for Financial Planning Associate jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Financial Planning Associate jobs? Cities near Rochester, NY with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Rochester, NY as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $65,595 per year, or $31.5 per hour.
Firm Enterprise Solutions Associate Director, Financial Planning and Analysis

Firm Enterprise Solutions Associate Director, Financial Planning and Analysis

Deloitte

Rochester, NY • On-site

Other

Posted 20 days ago

Deloitte rating

8.1

Company rating: 8.1 out of 10

Based on 90 frontline employees who took The Breakroom Quiz

60th of 148 rated financial services

Job description

The Firm Enterprise Solutions Associate Director, Financial Planning and Analysis will help drive planning, forecasting, and business decision support across a complex, matrixed environment. This role partners with finance and business leaders to translate strategy into financial plans, deliver actionable insights, and support business performance through analysis and reporting. The role is suited for a finance professional who can lead planning processes, connect financial results to business priorities, and coordinate effectively across stakeholder groups.

Recruiting for this role ends on 07/30/2026.

Work you'll do

As a Firm Enterprise Solutions Associate Director, Financial Planning and Analysis on the Financial Planning & Analysis team, you will be responsible for:

  • Leading planning, forecasting, and financial reporting activities in support of business and finance leadership
  • Translating business strategy into financial plans, outlooks, and performance analyses
  • Analyzing financial results, identifying drivers of variance, and presenting insights to stakeholders
  • Coordinating with business leaders and finance partners to support annual planning cycles and in-year forecast updates
  • Developing materials, reporting, and analyses that support decision-making, resource planning, and business performance management

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The team

The team and the role

The Financial Planning & Analysis (FP&A) organization supports our business, market and enabling area leaders by providing world class financial support. FP&A is made up of advisors who are influential in decision-making and partner with finance leaders to drive meaningful strategic and financial outcomes.

Within FP&A, the FBP organization works with business leaders to translate strategy into actionable plans, leverage in-depth analysis to provide the story behind the numbers and respond to business changes with agility. The FBP Senior Manager I role supports planning & forecasting processes on behalf of the business area and coordinates closely with Consulting Services business leaders as well as the OP and National FBPs across Consulting Services, and specific responsibilities and qualifications for this role are outlined below.

Qualifications

Required:

  • Bachelor's degree in Finance, Accounting, Business Administration, Economics, or Mathematics
  • 8+ years of experience in financial planning and analysis, budgeting, forecasting, or finance business partnering
  • Experience leading annual planning, monthly forecasting, variance analysis, and management reporting processes
  • Experience supporting business leaders with financial analysis, performance reporting, and decision support
  • Experience using Microsoft Excel, Microsoft PowerPoint, and financial planning or enterprise resource planning tools
  • Experience leading teams, projects, or workstreams across finance and business stakeholders
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Limited immigration sponsorship may be available.

Preferred:

  • Master's degree in Finance, Accounting, Business Administration, Economics, or Mathematics
  • Experience supporting consulting or professional services organizations
  • Experience with scenario modeling and long-range planning
  • Experience with SAP, Hyperion, or Anaplan
  • Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA)
  • Experience preparing presentations and reporting for executive leadership

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $113,100 to $208,300.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

EA_ExpHire
EA_FA_ExpHire 

Qualifications:

The Firm Enterprise Solutions Associate Director, Financial Planning and Analysis will help drive planning, forecasting, and business decision support across a complex, matrixed environment. This role partners with finance and business leaders to translate strategy into financial plans, deliver actionable insights, and support business performance through analysis and reporting. The role is suited for a finance professional who can lead planning processes, connect financial results to business priorities, and coordinate effectively across stakeholder groups.

Recruiting for this role ends on 07/30/2026.

Work you'll do

As a Firm Enterprise Solutions Associate Director, Financial Planning and Analysis on the Financial Planning & Analysis team, you will be responsible for:

  • Leading planning, forecasting, and financial reporting activities in support of business and finance leadership
  • Translating business strategy into financial plans, outlooks, and performance analyses
  • Analyzing financial results, identifying drivers of variance, and presenting insights to stakeholders
  • Coordinating with business leaders and finance partners to support annual planning cycles and in-year forecast updates
  • Developing materials, reporting, and analyses that support decision-making, resource planning, and business performance management

A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to mentor and provide clear guidance to others

The team

The team and the role

The Financial Planning & Analysis (FP&A) organization supports our business, market and enabling area leaders by providing world class financial support. FP&A is made up of advisors who are influential in decision-making and partner with finance leaders to drive meaningful strategic and financial outcomes.

Within FP&A, the FBP organization works with business leaders to translate strategy into actionable plans, leverage in-depth analysis to provide the story behind the numbers and respond to business changes with agility. The FBP Senior Manager I role supports planning & forecasting processes on behalf of the business area and coordinates closely with Consulting Services business leaders as well as the OP and National FBPs across Consulting Services, and specific responsibilities and qualifications for this role are outlined below.

Qualifications

Required:

  • Bachelor's degree in Finance, Accounting, Business Administration, Economics, or Mathematics
  • 8+ years of experience in financial planning and analysis, budgeting, forecasting, or finance business partnering
  • Experience leading annual planning, monthly forecasting, variance analysis, and management reporting processes
  • Experience supporting business leaders with financial analysis, performance reporting, and decision support
  • Experience using Microsoft Excel, Microsoft PowerPoint, and financial planning or enterprise resource planning tools
  • Experience leading teams, projects, or workstreams across finance and business stakeholders
  • Ability to travel 0-10%, on average, based on the work you do and the clients and industries/sectors you serve.
  • Limited immigration sponsorship may be available.

Preferred:

  • Master's degree in Finance, Accounting, Business Administration, Economics, or Mathematics
  • Experience supporting consulting or professional services organizations
  • Experience with scenario modeling and long-range planning
  • Experience with SAP, Hyperion, or Anaplan
  • Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA)
  • Experience preparing presentations and reporting for executive leadership

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $113,100 to $208,300.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

EA_ExpHire
EA_FA_ExpHire 

Education:Bachelor's DegreeEmployment Type:

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