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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 ...

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 ...

LaBella Associates

Planner

Rochester, NY

$62K - $72K/yr

LaBella Associates' Planning Group seeks a Planner to join one of our Upstate NY offices. Our ... mental, and financial well-being. Our benefit offerings cover the must-haves (healthcare and ...

LaBella Associates

Planner

Rochester, NY · On-site

$62K - $72K/yr

LaBella Associates' Planning Group seeks a Planner to join one of our Upstate NY offices. Our ... mental, and financial well-being. Our benefit offerings cover the must-haves (healthcare and ...

Uncommon Schools

Associate Dean of Students

Rochester, NY · On-site

$19.96 - $26.10/hr

The Associate Dean of Students at Uncommon will support the school's Dean of Students to ensure ... Financial Planning * 403(b) retirement savings program + employer match * Paid leave of absence ...

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Financial Planning Associate information

See Rochester, NY salary details

$13

$31

$66

How much do financial planning associate jobs pay per hour?

As of Aug 4, 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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.
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.

Senior Associate, Finance

L3HHCM20

Rochester, NY • On-site

$57K - $107K/yr

Other

Medical, Retirement, PTO

Posted 27 days ago

Job description

Job Title: Sr Associate, Finance

Job Code: 40463

Job Location: Rochester, NY

Job Schedule: 9/80 Schedule, Employees work 9 out of every 14 days - totaling 80 hours worked and have every other Friday off

 

Job Description:

The Senior Associate, FP&A plays a critical role in delivering highquality financial insights, forecasts, and analytical support that drive strategic decision-making. This role partners across Finance, Sales teams, and functional leadership to support key financial processes, including forecasting, monthly reviews, variance analysis, and capital/indirect budget management. 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 Functions:

Departmental Expense & Headcount Support

  • Coordinate concise and impactful departmental expense and headcount forecasting and reporting for SG&A department managers
  • 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 in preparing executive presentations for capital request reviews

Systems & Tools

  • Prepare routine departmentlevel financial reporting packages and respond to ad hoc requests
  • Develop and maintain Power BI dashboards to visualize key financial information
  • Use advanced Excel and data analytics skills to support departmental reporting and analysis
  • Demonstrate strong proficiency in Oracle Planning for departmental forecasting (including SmartView, Adhoc queries, and navigation of planning forms)

Process Improvement & Efficiency

  • Identify and support implementation of process improvements to streamline reporting and improve efficiency
  • Enhance tools and data flows to reduce manual work and increase accuracy

CrossFunctional Partnership

  • Collaborate with SG&A managers, Sales (Bids & Proposals / Direct Sell budget), and accounting/finance teams to ensure timely and accurate inputs

 

Qualifications:

  • Bachelor's Degree and a minimum of 2 years of prior related experience. Graduate Degree or equivalent with 0 to 2 years of prior related experience. In lieu of a degree, minimum of 6 years of prior related experience.
  • Bachelor's degree in finance, Accounting, Economics, Business, Data Analytics, Computer Science, or related analytical field.
  • Experience in financial analysis, budgeting, forecasting, financial modeling, and reporting.
  • Strong analytical skills with the ability to interpret financial data and communicate insights effectively.
  • Advanced Excel and PowerPoint proficiency.

Preferred Additional Skills:

  • Experience with ERP systems, financial planning software, Oracle SmartView, or similar tools.
  • Experience with Power BI, Alteryx, dashboarding, or other data automation tools.
  • Strong presentation and communication skills, capable of preparing executive-level deliverables.

 

In compliance with pay transparency requirements, the salary range for this role in New York state $57,500 - $107,500. This is not a guarantee of compensation or salary, as final offer amount may vary based on factors including but not limited to experience and geographic location. L3Harris also offers a variety of benefits, including health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, paid time off, and company-paid holidays. The specific programs and options available to an employee may vary depending on date of hire, schedule type, and the applicability of collective bargaining agreements.

 

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