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Financial Planning Jobs in Rochester, NY (NOW HIRING)

Baldwin Richardson Foods

FP&A Manager

Macedon, NY · On-site

FP&A Manager Posting Start Date: 7/20/26 Division: Finance Location Type: Hybrid Pay Min: 130,000.00 USD Pay Max: 140,000.00 USD Job Location: Macedon, NY, USA, 14502 | Westmont, IL, USA, 60559 Req ...

AON PLC

AVP, Planning and Analysis

Rochester, NY · On-site

$140 - $176/hr

The AVP of FP&A will serve as a strategic finance leader, responsible for translating financial and operational data into actionable insights across all business lines, enhancing decision-making ...

Safran

Financial Analyst

Rochester, NY · On-site

$60K - $80K/yr

Reporting to the FP&A Manager, the Financial Analyst supports Safran Federal Systems by helping drive financial accuracy, operational efficiency, and program execution. This role works closely with ...

Safran

Financial Analyst

Rochester, NY · On-site

Reporting to the FP&A Manager, the Financial Analyst supports Safran Federal Systems by helping drive financial accuracy, operational efficiency, and program execution. This role works closely with ...

Safran

Financial Analyst

Rochester, NY · On-site

Reporting to the FP&A Manager, the Financial Analyst supports Safran Federal Systems by helping drive financial accuracy, operational efficiency, and program execution. This role works closely with ...

Rotork

Financial Controller

Rochester, NY · On-site

Demonstrated expertise in budget development, financial planning, and variance analysis * Experience with internal controls, compliance, and audit processes * Track record of successfully managing ...

Rotork

Financial Controller

Rochester, NY · Hybrid

Demonstrated expertise in budget development, financial planning, and variance analysis * Experience with internal controls, compliance, and audit processes * Track record of successfully managing ...

Rotork

Financial Controller

Rochester, NY · On-site

Demonstrated expertise in budget development, financial planning, and variance analysis * Experience with internal controls, compliance, and audit processes * Track record of successfully managing ...

DataAnnotation

FP&A Manager - AI Trainer

Rochester, NY · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

SPECTRUM

Business Planning Analyst

Rochester, NY · On-site

$67K/yr

Ever wondered how data-driven insights shape financial decisions at leading companies? As a Business Planning Analyst at Spectrum, you'll help drive smarter budgeting and expense management through ...

Field Operations

Business Planning Analyst

Rochester, NY · On-site

$67K - $107K/yr

Join a team where your skills in financial planning have a direct impact on company performance. How You'll Make an Impact * Coordinate and monitor budgets, reforecasting and expense analysis to ...

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All JobsFinancial Planning JobsFinancial Planning Jobs in Rochester, NY

Financial Planning information

See Rochester, NY salary details

$35K

$59.8K

$103.1K

How much do financial planning jobs pay per year?

As of Aug 27, 2026, the average yearly pay for financial planning in Rochester, NY is $59,809.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,900.00 and $67,600.00 per year, depending on experience, location, and employer.

What is financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

What are the key skills and qualifications needed to thrive in financial planning, and why are they important?

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.

What are some common challenges financial planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

Does a financial planning make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning a comfortable income. Successful financial planners often hold certifications like the CFP and develop strong client relationships to increase earning potential.

What is a career in financial planning?

A career in financial planning involves helping individuals and businesses develop strategies to manage their finances, including investments, retirement, taxes, and estate planning. Financial planners typically hold certifications like the CFP and use tools such as financial software to analyze clients' financial situations. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

What kind of jobs can you get with a financial planning degree?

A financial planning degree can lead to roles such as financial planner, financial analyst, investment advisor, or wealth manager. These jobs typically require strong analytical skills, knowledge of financial tools, and often certification such as CFP or CFA to advance in the field.

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 jobs in Rochester, NY?

For Financial Planning jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Financial Planning jobs in Rochester, NY look for?

The top searched job categories for Financial Planning jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Financial Planning jobs?

Cities near Rochester, NY with the most Financial Planning job openings:

Financial Planning jobs near you
Infographic showing various Financial Planning job openings in Rochester, NY as of August 2026, with employment types broken down into 78% Full Time, 17% Part Time, and 5% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $59,809 per year, or $28.8 per hour.

Intern, Financial Planning - Rochester, NY

Rochester, NY • On-site

Mariner
See more jobs at Marinerexternal

$15.25 - $19.75/hr

Internship

Posted 12 days ago

Job description

Job Summary:
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.
Essential Duties and Responsibilities:
• Support client onboarding by preparing and processing necessary paperwork.
• Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
• Observe client meetings (where appropriate) to gain firsthand experience in how advisors build relationships and solve client challenges.
• Participate in client meeting follow-up tasks including documentation, research, and solution development.
• Contribute ideas during team discussions on improving client service and business development opportunities.
• Support client service activities, including account maintenance and money movement processes.
• Use financial planning and CRM software to assist with plan development and data management.
• Assist with data entry, plan modeling, and compiling plan deliverables.
• Collaborate with team members on special projects and client service initiatives.
Required Education and Experience:
• Pursuing a bachelor's or master's degree with an expected graduation date within 12 months of the start of the internship
• Demonstrated leadership experience through work or extracurricular activities
Preferred Education and Experience:
• Major in wealth management, financial planning, finance, or a related field.
• Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.
Skills:
• Strong customer service orientation.
• Excellent organizational and time management skills.
• Detail-oriented with solid analytical and problem-solving abilities.
• Comfortable contributing ideas in group settings.
• Clear and professional written and verbal communication.
• Ability to communicate complex topics in a simple, relatable way.
• Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.
• Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.
Supervisory Responsibilities:
• None
Physical Demands/Requirements:
The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel Requirement:
None
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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