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

Staffingine LLC

Executive Wealth Advisor

Rochester, NY · On-site

Manage & develop Lead and Associate Advisors. * Collaborate on new marketing strategies, programs ... Certification such as Certified Financial Planner (CFP) is required. * A portable book of existing ...

DataAnnotation

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 ...

Mercer Advisors

Tax Manager (NorthEast)

Rochester, NY · Hybrid

$109K - $143K/yr

... by integrating financial planning, investment management, business management, tax, estate ... The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors ...

Villa of Hope

Major Gifts Officer

Rochester, NY · On-site

$90K - $105K/yr

In conjunction with development associate, utilize wealth screening information, other research ... Develop all print and web-based supporting materials for planned giving and major gifts program

Dollar Tree

Merchandising Assistant Manager

Webster, NY · On-site

... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...

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Wealth Planning Associate information

See Rochester, NY salary details

$38K

$77.3K

$106.6K

How much do wealth planning associate jobs pay per year?

As of Aug 26, 2026, the average yearly pay for wealth planning associate in Rochester, NY is $77,274.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,200.00 and $90,300.00 per year, depending on experience, location, and employer.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

What are the key skills and qualifications needed to thrive as a wealth planning associate, and why are they important?

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

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

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client portfolios and goals.

What are popular job titles related to Wealth Planning Associate jobs in Rochester, NY?

For Wealth Planning Associate jobs in Rochester, NY, the most frequently searched job titles are:

What job categories do people searching Wealth Planning Associate jobs in Rochester, NY look for?

The top searched job categories for Wealth Planning Associate jobs in Rochester, NY are:

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

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

Wealth Planning Associate jobs near you

U.S. Private Bank - Private Banker - Senior Associate

Rochester, NY • On-site

JPMorgan Chase & Co.
Finance and Insurance • 10K+ employees

8.0

Company rating: 8.0 out of 10

Based on 497 frontline employees who took The Breakroom Quiz

70th of 172 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about JPMorgan Chase & Co.external

$80 - $120/hr

Other

Posted 7 days ago

Job description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker Associate in the U.S. Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.

Job Responsibilities
  • Provide leverage to the Senior Banker on daily client priorities
  • Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
  • Support the Senior Banker on client hierarchy and pipeline management
  • Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities
Required Qualifications, Capabilities, and Skills
  • Bachelor’s Degree required
  • Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Sales/origination experience
  • Coachable professional with good business acumen
Preferred Qualifications, Capabilities, and Skills
  • MBA, JD, CFA, or CFP preferred
  • Excellent communication skills
  • Strong analytical and quantitative skills
  • Ability to multi-task and manage priorities effectively
  • Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
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