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Wealth Management Associate Jobs in Rochester, NY

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M&A Associate - AI Trainer

Rochester, NY · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Morgan Stanley

Client Service Associate

Rochester, NY · On-site

$35K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Wealth Advisors/teams as needed) * Managing the calendar including coordinating meetings or events ...

Mercer Advisors

Tax Manager (NorthEast)

Rochester, NY · Hybrid

$109K - $143K/yr

... wealth management clients * Work with tax staff to respond to tax notices and review of ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...

Five Star Bank

Mortgage Originator

Rochester, NY · On-site

... wealth management staff, to identify prospects and leads. Stays knowledgeable on Bank products and ... and associates. Incorporates the high performance behaviors of teamwork, leading by example and ...

Family Dollar

Customer Service Associate I

Rochester, NY · On-site

$14.25 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

customer service Associate I

Rochester, NY · On-site

$15.50 - $20.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

customer service Associate I

Rochester, NY · On-site

$15.50 - $20.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for wealth management associate in Rochester, NY is $19.60, according to ZipRecruiter salary data. Most workers in this role earn between $14.71 and $20.38 per hour, depending on experience, location, and employer.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a wealth management associate?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What are the most commonly searched types of Wealth Management jobs in Rochester, NY?

The most popular types of Wealth Management jobs in Rochester, NY are:

What cities near Rochester, NY are hiring for Wealth Management Associate jobs?

Cities near Rochester, NY with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Rochester, NY as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 17% Part Time, and 5% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $40,773 per year, or $19.6 per hour.

Sales Assistant - Client Relationship Support

Pittsford, NY

M&T Bank
Finance and Insurance • 10K+ employees

7.8

Company rating: 7.8 out of 10

Based on 187 frontline employees who took The Breakroom Quiz

79th of 172 rated banks

Good employer

Recommended by parents

Respectful managers

Learn more about M&T Bankexternal

$21.49 - $35.81/hr

Full-time

Re-posted yesterday

Job description

Sales Assistant - Client Relationship Support- Pittsford, NY

Launch your career in wealth management with M&T Bank. We're seeking a Client Relationship Associate (Sales Assistant) to support Financial Advisors while helping grow client relationships across an assigned branch or region. In this role, you'll partner closely with Advisors to deliver a seamless client experience-managing follow-ups, supporting onboarding, and preparing for client engagements. This is an opportunity to build foundational experience, contribute to business development efforts, and grow within a collaborative, high-performing team.

Primary Responsibilities:

  • Partner with Financial Advisors to support client relationships and deliver a seamless client experience across an assigned branch or region

  • Manage client follow-ups, servicing requests, and day-to-day communication with existing and prospective clients

  • Prepare for client meetings by coordinating schedules, gathering materials, and supporting onboarding activities

  • Assist with marketing materials, events, and seminars to support business development efforts

  • Track sales and referral activity to provide visibility into performance

  • Review and process documentation, ensuring accuracy and timely submission

  • Support trade processing, audit, compliance, and risk management activities

What You'll Bring

  • Client-first mindset with strong organizational and communication skills

  • Ability to manage multiple priorities in a fast-paced environment

  • Experience in sales support, administration, or client service preferred

Education and Experience Required:

Associate's degree, or in lieu of a degree, a combined minimum of 2 years' higher education and/or work experience

Education and Experience Preferred:

Minimum of 1 years' sales and/or sales administration experience

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $21.49 - $35.81 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationPittsford, New York, United States of America

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