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Wealth Advisor Associate Jobs in Rochester, NY (NOW HIRING)

Staffingine LLC

Executive Wealth Advisor

Rochester, NY · On-site

Executive Wealth Advisor Job Location: Rochester, NY Job Type: Full time * Conduct all Get to Know ... Manage & develop Lead and Associate Advisors. * Collaborate on new marketing strategies, programs ...

Focus Partners Wealth

Tax Associate

Geneseo, NY

$56.40K - $75.20K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Focus Partners Wealth

Tax Associate

Rochester, NY

$58.10K - $77.40K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

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Wealth Advisor Associate information

See Rochester, NY salary details

$38K

$66.3K

$111K

How much do wealth advisor associate jobs pay per year?

As of May 28, 2026, the average yearly pay for wealth advisor associate in Rochester, NY is $66,279.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $81,400.00 per year, depending on experience, location, and employer.

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

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What are the typical career advancement paths for a Wealth Advisor Associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is a Wealth Advisor Associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.

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

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What job categories do people searching Wealth Advisor Associate jobs in Rochester, NY look for? The top searched job categories for Wealth Advisor Associate jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Wealth Advisor Associate jobs? Cities near Rochester, NY with the most Wealth Advisor Associate job openings:
Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Rochester, NY as of May 2026, with employment types broken down into 1% As Needed, 89% Full Time, 7% Part Time, and 3% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $66,279 per year, or $31.9 per hour.
Executive Wealth Advisor

Executive Wealth Advisor

Staffingine LLC

Rochester, NY • On-site

Full-time

Posted 26 days ago

Job description

Job Title: Executive Wealth Advisor 
Job Location: Rochester, NY  
Job Type: Full time 

Job Description:  

  • Conduct all Get to Know meetings 

  • Maximize all new business development opportunities 

  • Manage top 20% of the team’s client reviews. 

  • Dedicate at least 80% of time in business development. 

  • Work with management team on improving client/prospect experience. 

  • Manage & develop Lead and Associate Advisors. 

  • Collaborate on new marketing strategies, programs, segments, and services models to drive new clients to the firm. 

  • Serves on investment management committee or helps determine firm investment strategies for clients. 

Experience you'll need: 

  • A bachelor's degree in finance, economics, business administration, or a related field is typically required. 

  • Certification such as Certified Financial Planner (CFP) is required. 

  • A portable book of existing clients is preferred. 

  • 10 years experience in financial planning, investment management, or a related field.