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Financial Service Associate Jobs in Rochester, NY

Five Star Bank

Sales & Service Associate

Rochester, NY · On-site

$17 - $23/hr

As a Sales & Service Associate, you'll do more than handle transactions -- you'll be a trusted ... Deliver Personalized Financial Guidance: Engage in meaningful conversations to understand customers ...

Five Star Bank

Sales & Service Associate

Victor, NY · On-site

$17 - $23/hr

As a Sales & Service Associate, you'll do more than handle transactions -- you'll be a trusted ... Deliver Personalized Financial Guidance: Engage in meaningful conversations to understand customers ...

Wegmans

Customer Service Associate

Brockport, NY · On-site

$16.50 - $17/hr

From Finance & Accounting to Information Technology, discover the diverse range of opportunities ... Associates, Stockers, Overnight Workers, Food Service Workers, and more. Check out open jobs for ...

Walmart

Front End Service Team Associate

Newark, NY · On-site

$16.50 - $29.50/hr

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Front End Service Team Associate

Greece, NY · On-site

$16.50 - $29.50/hr

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Front End Service Team Associate

Rochester, NY · On-site

$16.50 - $29.50/hr

... Service associates are focused on compliance and customer service. They smile, greet and thank ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

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Financial Service Associate information

See Rochester, NY salary details

$13

$30

$65

How much do financial service associate jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for financial service associate in Rochester, NY is $30.93, according to ZipRecruiter salary data. Most workers in this role earn between $20.00 and $33.27 per hour, depending on experience, location, and employer.

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

AspectFinancial Service AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 6 or 7, and possibly a state licenseOften requires Series 7, Series 66, and relevant certifications like CFP
Work EnvironmentBank branches, financial institutions, customer service settingsIndependent or firm-based, client-facing, advisory settings
Employer & IndustryBanks, credit unions, financial service firmsFinancial planning firms, wealth management companies
Primary FocusSupporting financial transactions, customer service, product salesProviding personalized financial planning and investment advice

The main difference is that a Financial Service Associate primarily supports banking operations and customer service, while a Financial Advisor offers personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and a broader scope of client interaction.

What do you do as a financial service associate?

A financial service associate assists clients with banking and financial products, such as loans, accounts, and investments. They provide customer service, process transactions, and may help with financial planning or advising, often using banking software and adhering to regulatory standards.

What is the role of a financial service associate?

A financial service associate assists clients with banking, investment, and financial products, providing advice and support to meet their financial goals. They often handle account management, process transactions, and may use financial software or tools, requiring strong communication and customer service skills.

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

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

Financial Service Associate jobs near you
Infographic showing various Financial Service Associate job openings in Rochester, NY as of September 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% In-person job distribution, with an average salary of $64,339 per year, or $30.9 per hour.

Financial Sales Associate

Rochester, NY

Delibert Employment Solutions
See more jobs at Delibert Employment Solutionsexternal

Full-time

Posted 2 days ago

New

Job description

POSITION: Financial Sales Associate (FSA)

INDUSTRY: Financial Services


ROLE OVERVIEW

Delibert Employment Solutions is partnered with a financial-services client seeking a proactive and client-focused Financial Sales Associate to provide day-to-day support to a Financial Advisor's book of business. The FSA plays an important role in servicing and maintaining client accounts, preparing communications, processing client requests, maintaining records, supporting meetings, and helping ensure smooth and efficient operations. The ideal candidate should demonstrate excellent communication, attention to detail, organization, professionalism, and a strong commitment to client service.


KEY RESPONSIBILITIES

  • Service and maintain client accounts; ensure client information is accurate and current.
  • - Assist clients with account-opening procedures and ensure required documentation is properly completed.
  • - Prepare and send professional client communications; answer client calls and address questions or concerns.
  • - Proactively assist with resolving client issues and maintain client relationships through regular communication.
  • - Provide appropriate account information to clients; take and place customer orders in brokerage and advisory accounts.
  • - Maintain an accurate and organized client database.
  • - Assist with preparation for client annual reviews and gather documents and information needed for meetings.
  • - Follow applicable industry rules, regulations and firm policies.

QUALIFICATIONS

  • Strong organizational skills and excellent attention to detail.
  • - Excellent verbal and written communication; strong interpersonal/client-service skills.
  • - Ability to manage multiple responsibilities and prioritize effectively.
  • - Financial-services experience is preferred but is not automatically required.
  • - Experience with financial software or related tools is a plus.

TARGET CANDIDATE BACKGROUNDS

Prioritize candidates with experience in financial advisory firms, wealth management, brokerage, investment services, banking, registered investment advisory environments, insurance/financial services, or similar financial client-service environments.


RELEVANT TITLE VARIATIONS (search beyond exact title; evaluate actual responsibilities, not title alone)

Financial Sales Associate, Financial Sales Assistant, Client Service Associate, Client Services Associate, Financial Advisor Assistant, Wealth Management Associate, Wealth Management Client Associate, Registered Client Associate, Registered Sales Assistant, Financial Services Associate, Investment Client Service Associate, Advisor Support Associate.


LICENSING

Financial-services licensing or FINRA registration may be advantageous depending on the candidate's background. Do not assume a specific Series license is required unless the client establishes it as mandatory; if unclear, flag for Teresa rather than assuming.


INTERNAL NOTE: Keep sourcing for this requisition completely separate from the Personal Lines and Commercial Lines Account Manager job orders. Do not place FSA candidates into either insurance job.