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Investment Advisor Assistant Jobs in Rochester, NY

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

... advisor. · Assist with general administrative tasks and office projects as assigned. · Support ... a Registered Investment Adviser. Fixed insurance products and services offered through CES ...

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

... advisor. · Assist with general administrative tasks and office projects as assigned. · Support ... a Registered Investment Adviser. Fixed insurance products and services offered through CES ...

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

... advisor. · Assist with general administrative tasks and office projects as assigned. · Support ... a Registered Investment Adviser. Fixed insurance products and services offered through CES ...

Thorley Wealth Management Inc

Receptionist

Rochester, NY · On-site

$17 - $22/hr

... advisor. · Assist with general administrative tasks and office projects as assigned. · Support ... a Registered Investment Adviser. Fixed insurance products and services offered through CES ...

Uncommon Schools

Teacher Assistant

Rochester, NY · On-site

$40K/yr

We invest deeply in our educators , offering weekly coaching, feedback, and professional ... Serving as an advisor to a small group of students; * Supervising students during transitions ...

Uncommon Schools

Teacher Assistant

Rochester, NY · On-site

$40K/yr

We invest deeply in our educators , offering weekly coaching, feedback, and professional ... Serving as an advisor to a small group of students; * Supervising students during transitions ...

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

... to assist clients with their everyday needs. Duties and Responsibilities: Client Support ... Wealth Advisor * Answering general non-investment related questions concerning client accounts ...

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All JobsInvestment Advisor JobsInvestment Advisor Assistant JobsInvestment Advisor Assistant Jobs in Rochester, NY

Investment Advisor Assistant information

See Rochester, NY salary details

$28.1K

$53.5K

$89.8K

How much do investment advisor assistant jobs pay per year?

As of Aug 16, 2026, the average yearly pay for investment advisor assistant in Rochester, NY is $53,522.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $62,200.00 per year, depending on experience, location, and employer.

What does an investment advisor assistant do?

An Investment Advisor Assistant plays a vital role in maintaining strong advisor-client relationships by handling administrative tasks such as scheduling meetings, preparing account documentation, processing client requests, and ensuring all client communications are timely and accurate. They often serve as the first point of contact for clients, addressing routine inquiries and relaying more complex concerns to the investment advisor. This support allows advisors to focus on portfolio management and strategic planning, while ensuring that clients receive prompt and attentive service.

What are the key skills and qualifications needed to thrive as an investment advisor assistant?

To thrive as an Investment Advisor Assistant, you need a solid understanding of financial services, investment products, and administrative support, typically supported by a degree in finance or business. Familiarity with financial planning software, CRM systems, and regulatory compliance tools is commonly required. Strong organizational skills, attention to detail, and effective communication set top performers apart in this role. These skills are crucial for ensuring accurate client support, maintaining regulatory standards, and contributing to the advisor’s efficiency and client satisfaction.

What is the difference between Investment Advisor Assistant vs Financial Advisor Assistant?

AspectInvestment Advisor AssistantFinancial Advisor Assistant
CertificationsTypically requires FINRA Series 7 or 66, and possibly CFPSimilar certifications, often the same as Investment Advisor Assistant
Work EnvironmentSupports investment advisors in managing client portfoliosSupports financial advisors in client service and administrative tasks
Employer & IndustryFinancial services firms, investment firms, wealth managementFinancial planning firms, wealth management, banking
Search & Comparison IntentOften compared for roles supporting investment advisory servicesSimilar roles in financial planning support

The Investment Advisor Assistant and Financial Advisor Assistant roles share many similarities, including required certifications and work environments. Both support financial professionals in client management and administrative tasks within the financial services industry. The main difference lies in the focus: Investment Advisor Assistants primarily support investment advisors managing portfolios, while Financial Advisor Assistants often assist financial planners providing comprehensive financial planning services.

What is an investment advisor assistant?

Investment Advisor Assistants are professionals who support investment advisors or financial planners by performing administrative, clerical, and client service tasks. Their responsibilities often include preparing reports, scheduling client meetings, managing correspondence, updating client records, and assisting with research on investment products. They help ensure that advisors can focus on providing personalized financial advice, while maintaining smooth office operations and high levels of client satisfaction.

What are popular job titles related to Investment Advisor Assistant jobs in Rochester, NY?

For Investment Advisor Assistant jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Investment Advisor Assistant jobs in Rochester, NY look for?

The top searched job categories for Investment Advisor Assistant jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Investment Advisor Assistant jobs?

Cities near Rochester, NY with the most Investment Advisor Assistant job openings:

Investment Advisor Assistant jobs near you
Infographic showing various Investment Advisor Assistant job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, 1% Temporary, and 4% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $53,522 per year, or $25.7 per hour.

Assistant Service Manager - Webster, NY

Goodyear Tire and Rubber Company

Webster, NY • On-site

$18 - $23/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Job description


Let's Connect APPLY TODAY To Schedule Your On Site Interview!
"Automotive Service Advisor""Service Advisor""Senior Service Advisor""Automotive Service Writer""Service Writer""Customer Service Advisor (Automotive)""Tire Service Advisor""Assistant Service Manager""Automotive Service Manager""Automotive Assistant Manager""Tire Store Assistant Manager""Shop Supervisor""Quick Lane Advisor""Express Service Advisor"
The pay range for this position is $18.00 - $23.00/hr; however, base pay offered may vary depending on factors such-as job-related knowledge, skills, experience, and market location. Selected candidates may be eligible for a number of benefits, including: medical, prescription, dental, vision, 401(k), life insurance, disability, tuition assistance, sick and vacation time, as well as tire discounts.
Goodyear owns and operates more than 580 tire and auto service centers nationwide. We offer a fun, fast paces work environment, with competitive base pay. Our comprehensive benefit package includes medical plans, 401(k), certification reimbursement and paid vacations. At Goodyear we invest in you and your future by providing excellent training for our technician, sales team and management positions. We offer fast track career advancement opportunities for hard working, team players who can deliver results. If you are looking for more than a job, apply today and begin your career with the tire and auto service innovation leader!
General Description:
As an Assistant Service Manager, you will gain hands-on experience in one of Goodyear's Auto Service centers by making meaningful connections with guests while delivering outstanding service. You will also become familiar with managing the service department effectively by scheduling associates, service appointments and organizing work flow to deliver quality work on time to guest. We encourage you to allow us to invest in your success as you invest in ours; apply today!
Responsibilities will include, but will not be limited to:
  • Drive and reach sales goals through guest interactions including tire and service sales
  • Build guest relationships and ensure guest satisfaction through being the liaison between technicians and guests
  • Effectively manage the service department as needed
  • Contribute to training and development of service department associates
  • Articulate all warranties, promotions, and advertisements
  • Utilize tools provided to make recommendations to guests based on manufacturing guidelines
  • Maintain a clean and safe work and guest area
  • Perform a variety of manual tasks for extended periods of time, which may include light and heavy lifting, including consumer tires and wheels, standing, bending, and squatting.

Basic Qualifications:
  • Minimum 1 year of previous Automotive Service department experience
  • Valid driver's license
  • Must be at least 18 years of age
  • No relocation is being offered for this position
  • Candidates must be legally authorized to work in the U.S. without company sponsorship now or in the future

Preferred Qualifications:
  • Previous management experience
  • Previous automotive service sales experience

Position Criteria:
  • Strong work ethic; independently motivated to produce results with limited influence from others
  • Hard worker, someone who works diligently to get tasks done and demonstrates personal characteristics, such as responsibility, dependability, conscientiousness, communication, and teamwork
  • Ability to review, analyze, and interpret information, identify problems, and make decisions
  • Ability to read, understand, and follow procedures and guidelines
  • Depending on location, our stores may be open 7 days a week, which may include weekends and some holidays
  • Ability to follow established safety policies and procedures

Apply