Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate & Summary A career in our Financial Services Tax practice, within Corporate Tax services ...
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate & Summary A career in our Financial Services Tax practice, within Corporate Tax services ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Bilingual Spanish Call Center Rep - Quality Service Associate
Fairport, NY · On-site
$14.75 - $18.50/hr
At ConServe, we call it Fostering Financial Freedom ® . We take great pride in being a team of the ... Our Bilingual Quality Service Associates manage and collect delinquent accounts. Our consultative ...
Bilingual Spanish Call Center Rep - Quality Service Associate
Fairport, NY · On-site
$14.75 - $18.50/hr
At ConServe, we call it Fostering Financial Freedom ® . We take great pride in being a team of the ... Our Bilingual Quality Service Associates manage and collect delinquent accounts. Our consultative ...
Access Associate
Rochester, NY · On-site
$17.85 - $20/hr
Ambulatory Support Services LOCATION: Unity Hospital - 1555 Long Pond Road Rochester, NY 14626 ... is not limited to; demographic and financial data as well as obtain required signatures ...
Access Associate
Rochester, NY · On-site
$17.85 - $20/hr
Ambulatory Support Services LOCATION: Unity Hospital - 1555 Long Pond Road Rochester, NY 14626 ... is not limited to; demographic and financial data as well as obtain required signatures ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Service Associates are often the first point of contact for customers in the branch and play a ... This role emphasizes outbound prospecting, financial needs discovery, and consultative ...
Access Associate (Full-time, Days)
Pittsford, NY · On-site
$17.85 - $20/hr
Identification of services where no payment source has been identified to be followed up by ... of financial assistance and/or payment arrangements. * Verification of insurance eligibility ...
Access Associate (Full-time, Days)
Pittsford, NY · On-site
$17.85 - $20/hr
Identification of services where no payment source has been identified to be followed up by ... of financial assistance and/or payment arrangements. * Verification of insurance eligibility ...
Financial Service Associate information
See Rochester, NY salary details
$13.49 - $18.23
13% of jobs
$20.18 is the 25th percentile. Wages below this are outliers.
$18.23 - $22.97
30% of jobs
The median wage is $24.41 / hr.
$22.97 - $27.70
24% of jobs
$30.44 is the 75th percentile. Wages above this are outliers.
$27.70 - $32.44
14% of jobs
$32.44 - $37.18
4% of jobs
$37.18 - $41.92
3% of jobs
$41.92 - $46.65
2% of jobs
$46.65 - $51.39
3% of jobs
$51.39 - $56.13
2% of jobs
$56.13 - $60.87
2% of jobs
$60.87 - $65.60
2% of jobs
$13
$30
$65
How much do financial service associate jobs pay per hour?
What is the difference between Financial Service Associate vs Financial Advisor?
| Aspect | Financial Service Associate | Financial Advisor |
|---|---|---|
| Credentials | Typically requires FINRA Series 6 or 7, and possibly a state license | Often requires Series 7, Series 66, and relevant certifications like CFP |
| Work Environment | Bank branches, financial institutions, customer service settings | Independent or firm-based, client-facing, advisory settings |
| Employer & Industry | Banks, credit unions, financial service firms | Financial planning firms, wealth management companies |
| Primary Focus | Supporting financial transactions, customer service, product sales | Providing 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?
What is the role of a financial service associate?
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 Services Tax - Real Estate Senior Associate
Rochester, NY
$77K - $214K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 2 days ago
Key responsibilities
Analyze complex tax-related challenges and manage complex tax scenarios.
Establish and maintain client relationships while developing a thorough understanding of business contexts.
Mentor and support junior colleagues and drive impact through digitization and automation.
PwC rating
8.3
Based on 77 frontline employees who took The Breakroom Quiz
Job description
Industry/Sector
Asset and Wealth ManagementSpecialism
Industry Tax PracticeManagement Level
Senior AssociateJob Description & Summary
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. You'll also help organisations understand the pricing implications of goods and services between related parties, as well as providing advice on tax implications of deals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. You'll help our clients with their tax structuring while helping to address the challenges of the continuously changing tax world, both locally and globally.To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
Use feedback and reflection to develop self awareness, personal strengths and address development areas.
Delegate to others to provide stretch opportunities, coaching them to deliver results.
Demonstrate critical thinking and the ability to bring order to unstructured problems.
Use a broad range of tools and techniques to extract insights from current industry or sector trends.
Review your work and that of others for quality, accuracy and relevance.
Know how and when to use tools available for a given situation and can explain the reasons for this choice.
Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
Use straightforward communication, in a structured way, when influencing and connecting with others.
Able to read situations and modify behavior to build quality relationships.
Uphold the firm's code of ethics and business conduct.
The Opportunity
As part of the Financial Services Tax team you shall provide benefit through digitization, automation and increased efficiencies. As a Senior Associate you shall analyze complex problems, mentor others, and maintain rigorous standards. You shall focus on building client relationships and developing a deeper understanding of the business context, navigating increasingly complex situations, and growing your personal brand and technical proficiency.
Responsibilities
- Drive impact through digitization and automation
- Address complex tax-related challenges
- Mentor and support junior colleagues
- Establish and maintain client relationships
- Develop a thorough understanding of business contexts
- Manage and navigate complex tax scenarios
- Enhance personal brand and technical knowledge
- Uphold exceptional professional and technical standards
What You Must Have
- Bachelor's Degree in Accounting
- 2 years of experience
- Job seekers need to demonstrate the minimum requirements are met for CPA licensure per respective state regulations
What Sets You Apart
- Innovating through new and existing technologies
- Experimenting with digitization solutions
- Working with large, complex data sets
- Building models and leveraging data visualization tools
- Exposure to pricing and client worth
- Reviewing contracts and finding new pricing options
- CPA or commitment to pass CPA exam before promotion to Manager and thereafter obtain CPA licensure, or Member of the Bar
Travel Requirements
Up to 20%Job Posting End Date
The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlinesAbout pwc
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We know that the future success of our firm is contingent on equitable experiences for our people. From recruitment to partnership, we’re working hard to give every person an equitable opportunity to grow and to thrive as part of our community of solvers. We understand that establishing and maintaining a fair, equitable and welcoming environment for all people requires building a culture of belonging: a shift from awareness to empathy — while demonstrating inclusive leadership that cultivates trust among our people and our clients. PwC is committed to advancing diversity, equity and inclusion (DEI) through an evidence-based strategy designed to achieve well-defined and meaningful aspirational goals. Our aim is to solve problems for the long term, as that is how we build trust and continue to build on our culture of belonging. At the core of this endeavor are stated goals and a series of linked programs enabling targeted interventions at key moments in our employees’ career trajectories.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
London, London, UK