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Financial Professional Associate Jobs in Rochester, NY

Livingston Associates

Controller

Rochester, NY

$120K - $160K/yr

If you are the kind of construction finance professional who sees a WIP schedule as a story, who knows how a schedule slip on a $2M job lands on the cash flow forecast, and who wants to build ...

L3Harris Technologies

Sr. Associate, Finance

Rochester, NY · On-site

$57K - $107K/yr

... professional growth. L3Harris provides an inclusive, engaging environment designed to empower ... Teams for forecasting on PG02, PG05, PG07, PG14, running monthly Product Group Financial Reviews ...

DataAnnotation

M&A Associate - AI Trainer

Rochester, NY · Remote

$50 - $100/hr

We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...

LaBella Associates

Accounting Associate

Rochester, NY · On-site

$24 - $28/hr

Provide financial guidance by generating reports and analyzing data, review and process company ... Three or more years of accounting experience, preferably in professional services. * Demonstrated ...

LaBella Associates

Accounting Associate

Rochester, NY

$24 - $28/hr

Provide financial guidance by generating reports and analyzing data, review and process company ... Three or more years of accounting experience, preferably in professional services. * Demonstrated ...

LaBella Associates

Accounting Associate

Rochester, NY · On-site

$24 - $28/hr

Provide financial guidance by generating reports and analyzing data, review and process company ... Three or more years of accounting experience, preferably in professional services. * Demonstrated ...

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

Financial Professional Associate information

See Rochester, NY salary details

$43.9K

$86.3K

$133.7K

How much do financial professional associate jobs pay per year?

As of Aug 28, 2026, the average yearly pay for financial professional associate in Rochester, NY is $86,333.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,300.00 and $118,400.00 per year, depending on experience, location, and employer.

What is a financial professional associate?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What are the key skills and qualifications needed to thrive as a financial professional associate?

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

What is the difference between Financial Professional Associate vs Financial Advisor?

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

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

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

Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Rochester, NY as of June 2026, with employment types broken down into 74% Full Time, 24% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $86,333 per year, or $41.5 per hour.

Financial Aid Advisor

Bryant & Stratton College

Rochester, NY • On-site

$22.11 - $23.07/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Unlock your full potential in the innovative and inclusive environment at Bryant & Stratton College. We are a career-focused, private, nonprofit college built differently to serve the needs of students, alumni, associates, employers, and the community. Founded in 1854, Bryant & Stratton College offers real-world education leading to bachelor's, associate's, and professional certificates after completion in the fields of healthcare, technology, legal, business, graphic design, and more. We offer a comprehensive benefits package that includes competitive salaries, medical/dental/vision insurance, generous paid time off, 401K, and company-paid college tuition for associates and their families. Bryant & Stratton College is a Public Service Loan Forgiveness certified employer.
Apply today!
Job Summary
The Financial Services Advisor is responsible for advising and assisting current and prospective students with all aspects of financial aid. This includes accurately and efficiently advising, packaging, and awarding students their financial aid. Weekly reports on the status of student's application process will be prepared and distributed.
Functions:
  • Counsel prospective students and/or parents regarding financial aid.
  • Counsel and advise current students on their financial aid package and assist in directing students to appropriate departments concerning any areas the student needs assistance with.
  • Efficiently assist in the completion of the FAFSA, Stafford loan application and other financial aid documentation as needed with the incoming students.
  • Review financial aid package with student.
  • Verify accuracy of the students ISIR.
  • Accurately package financial aid awards in the SCT Banner system.
  • Tracking and monitoring student's awards to ensure funds are accurately received on a timely basis.
  • Follow up with students on any missing or inaccurate information.
  • Adhere to all Federal and State Financial Aid Guidelines.
  • Other duties as assigned by manager

Minimum Requirements:
Associates Degree required, Bachelors degree a plus. Must have excellent customer service skills and the ability to work with a diverse group, in a fast-paced environment. Strong computer skills required in Microsoft Word and Excel. High attention to detail is required. Knowledge of SCT Banner, Title IV and NYS Financial Aid Programs a plus. A combination of day, evening and weekend hours are required.
Salary Range:
$46,000- $48,000 ($22.11- $23.07 per hour)
This position is eligible for overtime.
Please note that the compensation information is a good faith estimate of the base pay for this position. The selected candidate's actual base pay for this role will take into account a wide range of non-discriminatory factors including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. At Bryant & Stratton College, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Information about the total compensation package for this position will be provided during the interview process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Bryant & Stratton College is an Equal Opportunity Employer.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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