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Financial Planning Associate Jobs in Rochester, NY

Intuit

Tax Associate

Rochester, NY

$57K - $77K/yr

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

Doeren Mayhew

Senior Audit Associate

Rochester, NY · On-site

$80K - $98K/yr

Participate and lead all phases of an audit, including planning, control analysis and testing ... Preparation and review of financial statements, workpapers, audit programs, etc. * Reviewing and ...

Doeren Mayhew

Senior Audit Associate

Rochester, NY · On-site

$79K - $98K/yr

Participate and lead all phases of an audit, including planning, control analysis and testing ... Preparation and review of financial statements, workpapers, audit programs, etc. * Reviewing and ...

Intuit

Tax Associate - Onsite

Rochester, NY

$57K - $77K/yr

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

Intuit

Tax Associate - Local

Rochester, NY

$57K - $77K/yr

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

Keenfinity

Controller - Radionix, LLC

Fairport, NY · On-site

$120K - $130K/yr

The Radionix name holds a special place in the hearts of our associates, dealers, distributors, and ... Collaborate with other departments to support budgeting, forecasting, and financial planning ...

Keenfinity

Controller - Radionix, LLC

Fairport, NY · On-site +1

$120K - $130K/yr

The Radionix name holds a special place in the hearts of our associates, dealers, distributors, and ... Collaborate with other departments to support budgeting, forecasting, and financial planning ...

Intuit

Seasonal Tax Associate - Local

Rochester, NY

$57K - $77K/yr

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

Uncommon Schools

Special Projects Coordinator

Rochester, NY · On-site

$19.50 - $27/hr

... associates, etc.) * Strong digital literacy skills, including database management and Microsoft ... Financial Planning * 403(b) retirement savings program + employer match * Paid leave of absence ...

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

Financial Planning Associate information

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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.

Tax Associate

Focus Partners Wealth

Rochester, NY

$58K - $77K/yr

Full-time

Posted 20 days ago

Job description

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate. The individual selected for this opportunity will be a part of a dynamic team of professionals working with athletes, entertainers, entertainment industry professionals and other high-net-worth and ultra-high-net-worth individuals.

Primary responsibilities:

  • Analyze, review and compile tax return data.

  • Prepare federal, state and local income tax returns for individuals and businesses.

  • Prepare extensions and assist with tax notices as needed.

  • Prepare quarterly tax estimates and assist with tax projections.

  • Perform work accurately and in a time efficient manner, with strong attention to detail, organization, and follow through.

  • Gain technical knowledge by researching and learning tax laws as required.

  • Analyze client information and offer recommendations for reducing client tax liabilities.

  • Communicate effectively with tax managers, advisors, and their clients in a timely and professional manner.

  • Operate in a fully compliant manner to protect clients’ and the firm’s information.

  • Act as a resource to the business management team for tax planning, tax research, and ongoing education of tax-related developments.

Qualifications:

  • A Bachelor’s degree in Finance or Accounting with a minimum of 1 + years’ relevant experience.

  • A demonstrated focus on preparing individual, S-corporation and partnership tax returns.

  • Superb written and verbal communication skills; strong problem solving, technology, communication and organizational skills.

  • Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.

  • Notable attention to detail, self-initiated follow-through, and outstanding time management.

  • Ability to work individually and in a team atmosphere.

  • The willingness and ability to work additional hours, as needed, during busy season.

Preferred Qualifications:

  • CPA, CPA candidate or EA granting the ability to represent clients before the IRS.

  • Experience preparing multi-state tax returns.

  • Experience with ProSystem fx® Tax, CCH Axcess and BNA Income Tax™ Planner.

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