ZipRecruiter

Log In

1

Financial Professional Associate Jobs in Rochester, NY

Intuit

Tax Associate - Onsite

Rochester, NY · On-site

$57K - $77K/yr

As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor ... professionalism, and genuine interest in helping clients achieve their financial goals (e.g ...

Intuit

Tax Associate - Local

Rochester, NY · On-site

$57K - $77K/yr

As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor ... professionalism, and genuine interest in helping clients achieve their financial goals (e.g ...

Intuit

Seasonal Tax Associate - Local

Rochester, NY · On-site

$57K - $77K/yr

As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor ... professionalism, and genuine interest in helping clients achieve their financial goals (e.g ...

AutoNation

Sales Associate eComPhone

Hilton, NY · On-site

$12 - $16.25/hr

... professionals to help us lead the way. With nationwide inventory and a supportive team, you'll have ... Career paths into finance, management, and beyond * A culture built on trust, transparency, and ...

Focus Partners Wealth

Tax Associate

Geneseo, NY

$56K - $75K/yr

The individual selected for this opportunity will be a part of a dynamic team of professionals ... Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ...

Focus Partners Wealth

Tax Associate

Rochester, NY

$58K - $77K/yr

The individual selected for this opportunity will be a part of a dynamic team of professionals ... Qualifications: * A Bachelor's degree in Finance or Accounting with a minimum of 1 + years ...

Five Star Bank

Sales & Service Associate

Rochester, NY · On-site

$17 - $21/hr

As a Sales & Service Associate, you'll do more than handle transactions -- you'll be a trusted ... professionalism and accuracy. * Deliver Personalized Financial Guidance: Engage in meaningful ...

Five Star Bank

Sales & Service Associate

Lakeville, NY · On-site

$17 - $21/hr

As a Sales & Service Associate, you'll do more than handle transactions -- you'll be a trusted ... professionalism and accuracy. * Deliver Personalized Financial Guidance: Engage in meaningful ...

Five Star Bank

Sales & Service Associate

Rochester, NY · On-site

$17 - $21/hr

As a Sales & Service Associate, you'll do more than handle transactions -- you'll be a trusted ... professionalism and accuracy. * Deliver Personalized Financial Guidance: Engage in meaningful ...

Five Star Bank

Sales & Service Associate

Victor, NY · On-site

$17 - $21/hr

As a Sales & Service Associate, you'll do more than handle transactions -- you'll be a trusted ... professionalism and accuracy. * Deliver Personalized Financial Guidance: Engage in meaningful ...

Five Star Bank

Sales & Service Associate

Rochester, NY · On-site

$17 - $21/hr

As a Sales & Service Associate, you'll do more than handle transactions -- you'll be a trusted ... professionalism and accuracy. * Deliver Personalized Financial Guidance: Engage in meaningful ...

next page

Showing results 1-20

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 Jun 17, 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.

Can financial advisors make $500,000 a year?

Financial Professional Associates typically do not earn $500,000 annually, as this level of income is more common among experienced financial advisors with established client bases, high-value portfolios, and advanced certifications like the CFP or CFA. Most earn a combination of salary and commissions or bonuses, with top earners reaching higher income levels after years of experience and a strong network. Achieving such income often requires significant business development and client management skills.

Is a CFP better than a CPA?

A Financial Professional Associate role typically involves financial planning and advising, where a CFP (Certified Financial Planner) credential demonstrates expertise in personal finance, estate planning, and investment management. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing services. The better credential depends on the specific job focus—CFPs are more suited for financial planning, while CPAs are ideal for accounting and tax-related roles.

What are the key skills and qualifications needed to thrive as a Financial Professional Associate, and why are they important?

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 Financial Professional Associates?

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 does a financial associate do?

A financial professional associate supports financial advisors or firms by preparing client reports, analyzing financial data, and assisting with investment strategies. They often handle administrative tasks, maintain client records, and may use financial software, requiring strong organizational and communication skills. This role typically requires relevant certifications or training in finance or related fields.

Is $200,000 enough to work with a financial advisor?

For a Financial Professional Associate, $200,000 can be a substantial amount to invest or manage, depending on the client's financial goals and the advisor's fee structure. Many financial advisors require a minimum investment or net worth to provide comprehensive services, but some offer advice for lower amounts. The suitability depends on the specific services needed and the advisor's policies.

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 are popular job titles related to Financial Professional Associate jobs in Rochester, NY? For Financial Professional Associate jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Financial Professional Associate jobs in Rochester, NY look for? The top searched job categories for Financial Professional Associate jobs in Rochester, NY are:
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 1% As Needed, 55% Full Time, 41% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $86,333 per year, or $41.5 per hour.

Assistant General Manager

TCA Professional Services

Rochester, NY

$100K - $120K/yr

Full-time

Posted 2 days ago

Job description

Midtown Athletic Clubs is seeking an Assistant General Manager at the Rochester location (200 E Highland Dr, Rochester, NY 14610).

Learn more about our beautiful club here: Midtown Rochester, NY | Fitness Club & Gym

The Assistant General Manager (AGM) is a senior member of the leadership team, and as an extension of the General Manager, is responsible for driving an exceptional experience for both members and associates. This position plays a crucial role in developing teams, creating a culture of accountability through the lens of our core values, and enhancing strong member communities

Team Development

  • Foster core values
  • Hiring/onboarding
  • Creating a culture of accountability
  • Professional development of team
  • Recognition
  • Career pathway
  • Performance management
  • Host weekly Tactical meetings

Set the table for the member experience

  • Real time coaching/role modeling
  • Modeling core values
  • Daily walks / club eyes
  • Labor efficiency
  • Surprise & Delights
  • Front lines set up for success
  • Memorable Moments training

Act as an extension of the General Manager

  • Member issues / behavior
  • Associate / ER issues
  • Trainings
  • Creating a culture of accountability
  • Assigned champion (roles vary by club)

Accountability

  • Pulse Survey
  • Associate turnover
  • Internal promotions
  • Performance metrics/training comp
  • Friendliness
  • Cleanliness
  • Interactions / Engagement metrics
  • Consolidated financial performance

Desired Skills

  • Talent Development
  • Team Accountability
  • Hospitality Service
  • Labor Optimization
  • Difficult Conversation Management
  • Profit and Loss (P&L) Management
  • Staff Meetings
  • Data Analysis
  • Team Coaching
  • Time Management
  • Financial Acumen

Salary range: $100,000-$120,000. The final offered salary will be based on several factors, including but not limited to the candidate's depth of experience, skill set, qualifications, and internal pay equity.

Benefits: Please referto the link herefor acopyof benefits and perks offeredby Midtown for our full and part time associates.You may also visit: https://careers.midtown.com/about-us/benefits/

This job description is intended to describe the general requirements for the position. It is not a complete statement of duties, responsibilities or requirements. Other duties not listed here may be assigned as necessary to ensure the proper operations of the department.

MIDTOWN is an Equal Opportunity Employer.

Apply