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

CFG The Money Docs

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Financial Services Client Relationship Associate

Penfield, NY · On-site

$60K - $80K/yr

... advisors, helping manage relationships, prepare for meetings, process paperwork, support account ... long-term wealth management. Our team operates in a close-knit, relationship-driven environment ...

M&T Bank

Financial Consultant

Rochester, NY

$26 - $43.34/hr

... Advisors. Based on these analyses, profiles, assesses, and closes sales opportunities for existing ... Assigned to a Wealth office and/or Commercial Banking office, critical partnerships include the ...

M&T Bank

Financial Consultant

Rochester, NY · On-site

$26 - $43.34/hr

... Advisors. Based on these analyses, profiles, assesses, and closes sales opportunities for existing ... Assigned to a Wealth office and/or Commercial Banking office, critical partnerships include the ...

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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.
Client Service Associate

Client Service Associate

Thorley Wealth Management Inc

Rochester, NY • On-site

$55K - $75K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 20 days ago

Job description

Client Service Associate
Job Description:

Dynamic financial services firm seeks self-starter to keep growing office organized. This integral position will provide exceptional customer service to clients, work directly with, and support the administrative needs of our financial advisors and assist with the workflow needs of the office.
Summary:

The ideal candidate is honest, hard-working, ethical, and friendly; has a high level of integrity; and wants to be challenged. Must be organized, possess strong attention to detail, be able to work independently and solve problems, be comfortable on the phone and handle multiple projects simultaneously. Must be comfortable with technology and internet savvy. Experience in Microsoft Office Suite is required. Must be able to handle customer service and client needs. Must be highly adaptable and team oriented.
Principal Responsibilities:

  • Help advisor prepare for client meetings; process new business, completing all forms correctly and submit them for processing within one business day; track all pending business paperwork; follow up on outstanding items; maintain pending business summary and update advisor weekly; file client statements, correspondence, and agreements completely within five business days.
  • Anticipate advisor needs and handle them proactively.
  • Maintain CRM system to enter new contacts, update existing contacts, and utilize, update, and create workflows.
  • Answer the phone and handle all client services issues within capacity.
  • Use excellent customer service skills to build client relationships.
  • Draft letters as directed by advisor, prepare, and send outgoing mail.
  • Assist advisor with marketing efforts, coordinate marketing events and activities, spearhead special projects; other marketing activities as determined.
  • Become familiar with and backup receptionist position.
  • Make suggestions to systematize and improve office functions.
  • Other miscellaneous tasks as assigned.
Required Skills/Knowledge/Competencies:

  • 1+ years of experience as an administrative assistant in the financial services field
  • Strong organizational skills; detail oriented; strong decision-making and analytical skills; ability to work independently; ability to maintain attention to detail while under pressure.
  • Strong technical aptitude, including strong PC, internet, and software skills; ability to use multiple technology platforms.
  • Superior interpersonal, oral, and written communications skills
  • Notary Public license a plus
Job Type: Full-time
Salary: $55,000 - $75,000 per year
Benefits:
  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off
Schedule:
  • 8 hour shift
  • Monday to Friday
Work Location: In person with some virtual workdays