Client Service Associate
$55K - $75K/yr
... Service Associate Dynamic financial services firm seeks self-starter to keep growing office ... Maintain CRM system to enter new contacts, update existing contacts, and utilize, update, and ...
Client Service Associate
$55K - $75K/yr
... Service Associate Dynamic financial services firm seeks self-starter to keep growing office ... Maintain CRM system to enter new contacts, update existing contacts, and utilize, update, and ...
Client Service Associate
Rochester, NY · On-site
$55K - $75K/yr
Training & development Client Service Associate Dynamic financial services firm seeks self-starter ... Maintain CRM system to enter new contacts, update existing contacts, and utilize, update, and ...
Quick apply
Client Service Associate
Rochester, NY · On-site
$55K - $75K/yr
Training & development Client Service Associate Dynamic financial services firm seeks self-starter ... Maintain CRM system to enter new contacts, update existing contacts, and utilize, update, and ...
Client Service Associate
$55K - $75K/yr
Client Service Associate Dynamic financial services firm seeks self-starter to keep growing office ... Maintain CRM system to enter new contacts, update existing contacts, and utilize, update, and ...
Quick apply
Client Service Associate
$55K - $75K/yr
Client Service Associate Dynamic financial services firm seeks self-starter to keep growing office ... Maintain CRM system to enter new contacts, update existing contacts, and utilize, update, and ...
Client Service Associate
$55K - $75K/yr
Client Service Associate Dynamic financial services firm seeks self-starter to keep growing office ... Maintain CRM system to enter new contacts, update existing contacts, and utilize, update, and ...
Quick apply
Client Service Associate
$55K - $75K/yr
Client Service Associate Dynamic financial services firm seeks self-starter to keep growing office ... Maintain CRM system to enter new contacts, update existing contacts, and utilize, update, and ...
J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NY
Rochester, NY · On-site
$66.36K/yr
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
J.P. Morgan Wealth Management - Private Client Advisor - Rochester, NY
Rochester, NY · On-site
$66.36K/yr
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
FINANCIAL ADVISOR
Fairport, NY · On-site
$75/hr
Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs * Discuss client investment goals with consideration given to risk ...
FINANCIAL ADVISOR
Fairport, NY · On-site
$75/hr
Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs * Discuss client investment goals with consideration given to risk ...
FINANCIAL ADVISOR
Fairport, NY · On-site
$75/hr
Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs * Discuss client investment goals with consideration given to risk ...
FINANCIAL ADVISOR
Fairport, NY · On-site
$75/hr
Work to establish a level of trust and confidence with our client to serve as the main advisor for their wealth management needs * Discuss client investment goals with consideration given to risk ...
Tax Associate
$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 ...
Tax Associate
$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 ...
Tax Associate
$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 ...
Tax Associate
$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 ...
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 ...
Quick apply
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 ...
M&A Associate
Rochester, NY · Remote
$40 - $60/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position
Quick apply
M&A Associate
Rochester, NY · Remote
$40 - $60/hr
Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position
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 ...
... 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 ...
... 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 ...
Store Manager Trainee
$18.75 - $22.25/hr
... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Store Manager Trainee
$18.75 - $22.25/hr
... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Store Manager Trainee
$19.25 - $23/hr
... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Store Manager Trainee
$19.25 - $23/hr
... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Store Manager Trainee
Rochester, NY · On-site
$19.25 - $23/hr
... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Store Manager Trainee
Rochester, NY · On-site
$19.25 - $23/hr
... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Farmington, 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 ...
Customer Service Associate I
Farmington, 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 ...
Customer Service Associate I
Macedon, NY · On-site
$14.75 - $20.50/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 ...
Customer Service Associate I
Macedon, NY · On-site
$14.75 - $20.50/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 ...
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 ...
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 ...
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 ...
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 ...
Wealth Management Associate information
See Rochester, NY salary details
$10.65 - $12.65
7% of jobs
$14.63 is the 25th percentile. Wages below this are outliers.
$12.65 - $14.66
18% of jobs
$14.66 - $16.66
18% of jobs
The median wage is $17.16 / hr.
$16.66 - $18.66
27% of jobs
$19.51 is the 75th percentile. Wages above this are outliers.
$18.66 - $20.66
11% of jobs
$20.66 - $22.66
3% of jobs
$22.66 - $24.66
2% of jobs
$24.66 - $26.67
2% of jobs
$26.67 - $28.67
5% of jobs
$28.67 - $30.67
3% of jobs
$30.67 - $32.67
3% of jobs
$10
$19
$32
How much do wealth management associate jobs pay per hour?
As of May 30, 2026, the average hourly pay for wealth management associate in Rochester, NY is $19.57, according to ZipRecruiter salary data. Most workers in this role earn between $14.66 and $20.34 per hour, depending on experience, location, and employer.
What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?
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.
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 most commonly searched types of Wealth Management jobs in Rochester, NY? The most popular types of Wealth Management jobs in Rochester, NY are:
What job categories do people searching Wealth Management Associate jobs in Rochester, NY look for? The top searched job categories for Wealth Management Associate 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:
$55K - $75K/yr
Other
Medical, Dental, Retirement, PTO
Posted 15 days ago
Job description
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Competitive salary
Opportunity for advancement
Profit sharing
Training & development
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
About Thorley Wealth Management
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1 - 10 Employees
Headquarters location
Pittsford, NY, US
Year founded
2013