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Financial Planning Associate
Pittsford, NY · AdministrativeJoin a High-Performing Team Committed to Excellence in Financial Planning
Position: Financial Planning Associate
Location: Pittsford, NY
Status: Full-time | Career Track Position
About the Role
Are you the type of person who thrives behind the scenes, ensuring everything runs like clockwork? Do you find joy in bringing order to complexity and helping people achieve their biggest goals, even if your name isn’t in the spotlight? If you’re detail obsessed, naturally curious, and driven by purpose, you might be exactly who we’re looking for.
TES Staffing is working with a local wealth management is seeking a Financial Planning Associate help elevate their advisors’ impact by streamlining the planning process, enhancing meeting preparation, and ensuring flawless client experiences.
This is more than a support role, it’s a chance to grow into a true planning professional alongside one of Rochester’s most respected firms.
Job Duties:
They are not your typical wealth management firm; they are on a mission to inspire people to live the life they truly want and that includes their internal team. They believe in integrity, education, and long-term relationships built on trust and results.
Benefits and Compensation:
Position: Financial Planning Associate
Location: Pittsford, NY
Status: Full-time | Career Track Position
About the Role
Are you the type of person who thrives behind the scenes, ensuring everything runs like clockwork? Do you find joy in bringing order to complexity and helping people achieve their biggest goals, even if your name isn’t in the spotlight? If you’re detail obsessed, naturally curious, and driven by purpose, you might be exactly who we’re looking for.
TES Staffing is working with a local wealth management is seeking a Financial Planning Associate help elevate their advisors’ impact by streamlining the planning process, enhancing meeting preparation, and ensuring flawless client experiences.
This is more than a support role, it’s a chance to grow into a true planning professional alongside one of Rochester’s most respected firms.
Job Duties:
- Collaborate closely with advisors to build and refine personalized financial plans
- Utilize top-tier tools and proposal software
- Prepare pre-meeting reports, visuals, and documentation that wow clients
- Manage follow ups that deepen client trust and confidence
- Research and coordinate with our home office to deliver intelligent, compliant solutions
- Keep the digital records squeaky clean and audit ready
- Contribute to a strong, team first culture and jump into projects as needed
- Intuitive, driven, and committed to professional excellence
- Masterfully organized with a sharp eye for detail
- Comfortable juggling priorities in a fast-paced environment
- Strong communicator who thrives in both independent and collaborative settings
- Hungry to learn and excited to pursue industry licensing (Series 7, 63, Life & Health)
- Previous financial services or securities industry experience is a plus
- Bachelor’s degree preferred
They are not your typical wealth management firm; they are on a mission to inspire people to live the life they truly want and that includes their internal team. They believe in integrity, education, and long-term relationships built on trust and results.
Benefits and Compensation:
- 401(k) with company match
- Health, dental & vision insurance
- Group life & disability insurance
- Paid time off + team outings
- Mentorship and professional development
- A collaborative team where your voice matters
- Base pay starting at $50k+