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Financial Planning Associate Jobs in Rochester, NY

Keenfinity

Senior Project Manager

Fairport, NY · On-site

$145K - $160K/yr

The Radionix name holds a special place in the hearts of our associates, dealers, distributors, and ... Experience supporting business planning cycles and year-end financial activities. Technical ...

Keenfinity

Senior Project Manager

Fairport, NY · On-site +1

$145K - $160K/yr

The Radionix name holds a special place in the hearts of our associates, dealers, distributors, and ... Experience supporting business planning cycles and year-end financial activities. Technical ...

Keenfinity

Senior Project Manager

Fairport, NY · On-site +1

$145K - $160K/yr

The Radionix name holds a special place in the hearts of our associates, dealers, distributors, and ... Experience supporting business planning cycles and year-end financial activities. Technical ...

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Financial Planning Associate information

See Rochester, NY salary details

$13

$31

$67

How much do financial planning associate jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for financial planning associate in Rochester, NY is $31.73, according to ZipRecruiter salary data. Most workers in this role earn between $20.53 and $34.13 per hour, depending on experience, location, and employer.

What does an associate financial planner do?

An associate financial planner supports senior planners by gathering client financial information, preparing financial plans, and conducting research on investment options. They often use financial planning software and may assist with client meetings, gaining experience for certification such as the CFP credential.

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 is a financial planning associate?

A financial planning associate is a professional who supports financial planners or advisors by gathering client information, preparing financial plans, and conducting research. They often use financial software and may need certifications like the CFP to advance in the field. The role typically involves strong analytical skills and knowledge of investment strategies and financial products.

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.

Is a CFP better than a CPA?

A Financial Planning Associate typically works with financial planning and may hold certifications like the CFP (Certified Financial Planner), which focuses on comprehensive financial advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing. The better credential depends on the specific job responsibilities and client needs; CFPs are more client-focused on financial planning, while CPAs are more accounting and tax-oriented.

Can financial advisors make $500,000 a year?

Financial Planning Associates typically earn salaries that vary based on experience, location, and client base. While some top-performing financial advisors can earn $500,000 or more annually through commissions, bonuses, and fees, this level of income is generally achieved after several years of experience and building a substantial client portfolio. High earnings often depend on strong sales skills, certifications like the CFP, and a robust network.
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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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 June 2026, with employment types broken down into 1% As Needed, 73% Full Time, 25% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $65,997 per year, or $31.7 per hour.

Community Referral Development Associate

Caring Transitions

Rochester, NY • On-site

$24/hr

Part-time

Posted 4 days ago

Job description

Community Referral Development Associate
Assisted Living Locators of Rochester
Part-Time | Rochester, NY | Hybrid | $24/hr + performance bonus
Build the relationships that send families to us when they need us most.
Our Assisted Living Locators placement service depends on a steady flow of families who are ready for help. Those families come to us when the professionals they trust most refer them our way: the discharge planner at the hospital, the estate attorney, the financial planner, the home care agency. Building and maintaining those referral relationships is the core of this role.
This is a get-out-there role. You will spend most of your working hours in the field: meeting people for coffee, running lunch-and-learns for professional teams, attending senior-focused events and community forums, and staying top of mind with the referral network that drives our growth. You will track every contact and outcome in our CRM and bring ideas for new sources we should be reaching.
What you will do
  • Identify and build relationships with referral sources: hospital discharge planners, social workers, elder law attorneys, financial planners, home care agencies, and community organizations
  • Maintain a consistent weekly outreach cadence to keep Assisted Living Locators top of mind across your active partner portfolio
  • Represent our brand at senior-focused networking events and community forums across Greater Rochester
  • Track all activity, contacts, and outcomes in our CRM and report on referral source performance
  • Work with ownership to develop outreach materials and messaging tailored to different referral audiences

You will thrive here if you
  • Enjoy prospecting, building relationships from scratch, and following up consistently over time
  • Are comfortable in a room full of strangers and equally at ease over coffee with a discharge planner you have never met
  • Are organized enough to maintain a portfolio of 20 or more active relationships without losing track
  • Have a background in healthcare, senior services, nonprofit development, or B2B relationship sales
  • Want flexible, part-time hours: roughly 15 to 20 hours per week, primarily weekday business hours

Compensation
Base pay is $24/hr for your time. On top of that, you will earn a flat bonus for each new referral relationship in your portfolio where the partner sends a referral that generates actual completed revenue for our business. The structure is designed to reward what actually matters: getting relationships to produce results, not just adding names to a contact list. Bonuses are flat amounts, equal regardless of the type or size of the placement, so incentives stay clean.
The practical details
Reliable personal transportation required. Smartphone required. Background check required. Roughly 15 to 20 hours per week.
To apply: send a resume and a brief note about why this role interests you to [email protected]
Assisted Living Locators of Rochester is an equal opportunity employer.

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