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Financial Planning Associate Jobs in Rochester, NY

Corning

Logistics Associate

Fairport, NY

$21/hr

Previous experience with ERP systems such as SAP or EWM is highly desirable. * Strong attention to ... As part of our commitment to your financial well-being, we provide a 100% company-paid pension ...

Corning

Logistics Associate

Fairport, NY · On-site

$21/hr

Previous experience with ERP systems such as SAP or EWM is highly desirable. * Strong attention to ... As part of our commitment to your financial well-being, we provide a 100% company-paid pension ...

Corning

Logistics Associate

Fairport, NY · On-site

$21/hr

Previous experience with ERP systems such as SAP or EWM is highly desirable. * Strong attention to ... As part of our commitment to your financial well-being, we provide a 100% company-paid pension ...

Pwc

Oracle EPM - Senior Associate

Rochester, NY

EPBCS - Enterprise Planning, Budgeting Cloud Services FCCS - Financial Consolidation & Close Cloud Services; EDMCS - Enterprise Data Management Cloud Services; ARCS - Account Reconciliation Cloud ...

Intuit

Tax Support Associate - Retail

Newark, NY

$25.50 - $28.50/hr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In ... planning advice. * Utilize resources such as government websites, professional tools, and team ...

Intuit

Tax Associate - In-Store

Newark, NY · On-site

$58K - $78K/yr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In ... planning advice. * Utilize resources such as government websites, professional tools, and team ...

Intuit

Seasonal Tax Associate - Retail

Newark, NY

$25.50 - $28.50/hr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In ... planning advice. * Utilize resources such as government websites, professional tools, and team ...

Intuit

Tax Associate - TurboTax Store

Newark, NY

$58K - $78K/yr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In ... planning advice. * Utilize resources such as government websites, professional tools, and team ...

Intuit

Tax Associate - TurboTax Store

Newark, NY

$25.50 - $28.50/hr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In ... planning advice. * Utilize resources such as government websites, professional tools, and team ...

Intuit

Seasonal Tax Associate - Retail

Newark, NY

$58K - $78K/yr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In ... planning advice. * Utilize resources such as government websites, professional tools, and team ...

Intuit

Tax Associate - In-Store

Newark, NY

$25.50 - $28.50/hr

... financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." In ... planning advice. * Utilize resources such as government websites, professional tools, and team ...

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Showing results 41-60

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 27, 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.
Associate Attorney - Corporate

Associate Attorney - Corporate

Harris Beach PLLC

Rochester, NY • On-site

Full-time

Posted 14 days ago

Job description

Location: Albany, Rochester (Pittsford), or Long Island (Uniondale), NY - Hybrid opportunity
Description: Harris Beach Murtha seeks an associate-level attorney to join our growing state-wide Corporate Practice Group.
The Corporate Associate will have the opportunity to:
  • Draft, review and negotiate various transactional agreements, shareholders agreements, operating agreements and buy-sell agreements, contracts, financing documents and other corporate documents
  • Structure, negotiate and close mergers and acquisitions, asset and stock purchase and sale transactions and private equity transactions
  • Advise clients on legal issues related to formation, operation and expansion of businesses and succession planning
  • Interact with clients to service existing work and to grow and maintain relationships
  • Collaborate with colleagues across various practice groups to provide comprehensive legal support to our clients
  • The firm requires a minimum of 1800 billable hours annually

Applications are encouraged and desired if you have:
  • 3-7+ years' experience in general corporate, business succession planning, and mergers and acquisitions
  • Admission to New York required
  • Must have Juris Doctorate degree with an ABA accredited law school and be an active member in good standing of the New York State Bar
  • Must have excellent research and writing skills
  • Must be able to effectively communicate orally and in writing
  • Must be able to function effectively in a team-oriented environment
  • Exhibits conscientiousness, dedication, self-discipline, and a sense of responsibility
  • Ability to work with diverse personalities within various levels of the organization
  • Military experience welcome

Harris Beach Murtha is not accepting candidate submissions from recruiting agencies for this position during the first two weeks after posting. Following this period, agencies with an active fee agreement with the firm may reach out to our internal recruitment team at resumes@harrisbeachmurtha.com to inquire about potential collaboration for this position.
Harris Beach Murtha is committed to an inclusive environment and we welcome applications from diverse candidates with varied background and skills, including military experience. Harris Beach Murtha Cullina PLLC is an Equal Opportunity Employer.
Salary information below will vary depending upon relevant experience for the position and geographic locations.
Albany, NY or Rochester (Pittsford), NY: $140,000 - $180,000
Long Island (Uniondale), NY: $150,000 - $185,000
#LI-Hybrid
About Harris Beach Murtha:
Harris Beach Murtha formed in 2025 via the combination of Harris Beach PLLC and Murtha Cullina LLP. A forward-thinking and innovative partnership with the benefit of more than 250 years of combined history, Harris Beach Murtha's New York roots reach back to 1856 and the firm has had ties to New England since 1936. Harris Beach and Murtha Cullina were separately among the country's top law firms as ranked by The National Law Journal.
Harris Beach Murtha and its subsidiaries have a strong Northeast presence, but a global reach. Clients include Fortune 100 corporations, privately held companies, emerging businesses, public sector entities, tax-exempt organizations and individuals. The firm's practice areas and industries served span appellate law, business litigation, commercial real estate, construction, corporate, environmental, energy, financial institutions, financial restructuring, government compliance and investigations, health care, immigration, intellectual property, labor and employment, mass torts, medical and life sciences, political law, product liability, public finance, tax, and trusts and estates.
The firm's lawyers and consultants practice from offices throughout Connecticut in Bantam, Hartford, New Haven and Stamford; New York state in Albany, Buffalo, Ithaca, New York City, Rochester, Saratoga Springs, Syracuse, Long Island and White Plains, as well as in Boston, Massachusetts and Newark, New Jersey.
The firm's policy prohibiting unlawful discrimination applies to all aspects of employment, including hiring, placement, assignment of duties, training, promotion, compensation & benefits and termination. It is the policy of Harris Beach Murtha Cullina PLLC that all applicants and employees enjoy a positive, respectful and productive work environment, free from behavior, actions or language constituting unlawful harassment. Accordingly, harassment or discrimination of any kind based on an individual's race or color, sex, age, religion, national origin, marital status, disability, military status, genetic predisposition, carrier status, sexual orientation, citizenship status, creed, domestic violence victim status or any other legally protected status is strictly prohibited. Harris Beach Murtha complies with the provisions of the Human Rights Law, all other State and Federal statutory and constitutional non-discrimination provisions including non-discrimination on the basis of prior criminal conviction and prior arrest.

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