ZipRecruiter

Log In

1

Associate Financial Advisor Jobs in Edison, NJ (NOW HIRING)

The Quintessential Experience

Financial Advisor

Queens, NY · On-site

$60K - $128K/yr

Financial Advisor | Investment Advisor Representative| Financial Representative| Managing Associate | Financial Professional Entry Level, Career Changer or Experienced Agent/Advisor Ready to take ...

Raymondjames

Associate Advisor

Bedminster, NJ

The Associate Advisor is accountable for managing and nurturing existing client relationships. The ... This role ensures that each client's financial plan is monitored, maintained, and aligned with ...

Simon Quick Advisors

Associate

New York, NY · On-site

Associate Location: New York, NY (hybrid) Compensation: Starting at 80,000 (based on experience ... Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning ...

next page

Showing results 1-20

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Edison, NJ

Associate Financial Advisor information

See Edison, NJ salary details

$39.9K

$69.5K

$116.5K

How much do associate financial advisor jobs pay per year?

As of Aug 21, 2026, the average yearly pay for associate financial advisor in Edison, NJ is $69,525.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $85,400.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

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

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in Edison, NJ?

The most popular types of Financial Advisor jobs in Edison, NJ are:

What are popular job titles related to Associate Financial Advisor jobs in Edison, NJ?

For Associate Financial Advisor jobs in Edison, NJ, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Edison, NJ look for?

The top searched job categories for Associate Financial Advisor jobs in Edison, NJ are:

What cities near Edison, NJ are hiring for Associate Financial Advisor jobs?

Cities near Edison, NJ with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Edison, NJ as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, 3% Temporary, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $69,525 per year, or $33.4 per hour.

ASSOCIATE FINANCIAL ADVISOR

Ameriprise Financial

Florham Park, NJ

$60K/yr

Full-time

Dental, Vision, Retirement

Posted 21 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

108th of 151 rated financial services

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.

Job Description

Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong company that cares, take the next step to create a brilliant career at Springbrook Wealth Advisors.
ABOUT THE ROLE
We are looking for a motivated and client-focused person to join our advisory team. As a Associate Financial Advisor, you will work closely with lead advisors to deliver comprehensive financial planning and investment management services to a growing client base. You will play an active role in client relationships, portfolio analysis, and financial plan development while building toward a path to full advisory responsibilities.

KEY RESPONSIBILITIES

Client Experience & Advice:

  • Follow the Springbrook Wealth Advisor service model to support client retention and growth

  • Serve as primary point of contact for assigned clients, handling inquiries and service requests

  • Prepare for and lead client review meetings, including materials and follow-up

  • Proactively identify opportunities to deepen relationships and address new planning needs

  • Onboard new clients: account opening, data gathering, and risk profiling

  • Manage client administrative needs, including estate settlements

  • Participate in client events and networking to help grow the practice

  • Coordinate with clients' accountants and lawyers for comprehensive advice

  • Build financial plans covering retirement, investment, tax, insurance, and estate planning

  • Analyze portfolios and recommend investments aligned with client goals and risk tolerance

  • Model financial scenarios and present findings to clients and lead advisors

  • Monitor client portfolios and flag issues needing attention

  • Review insurance needs and recommend coverage for life, disability, and long-term care

  • Recommend annuity options as needed

Operations:

  • Document all client interactions, transactions, and recommendations per firm policy and regulations

  • Maintain accurate client records in CRM and portfolio management systems

  • Support compliance reviews, audits, and reporting

  • Stay current on regulatory changes affecting advisory services

  • Attend and actively participate in team meetings

QUALIFICATIONS:

Required:

  • Goal driven, growth mindset a must

  • Active Series 7, 65 or Series 66, New Jersey Life and Health license (required at time of hire)

  • Bachelor's degree in Finance or a related field

  • 1 or more years of experience in financial planning, asset management, or a related role

  • Proficiency with financial planning software (MoneyGuidePro) and CRM platforms (salesforce)

  • Strong analytical, written, and verbal communication skills

  • High degree of integrity and commitment to fiduciary standards

COMPENSATION & BENEFITS:

  • Competitive base salary commensurate with experience: starting at $60,000

  • Performance-based bonus tied to client satisfaction and business development goals

  • Flex savings, dental, and vision insurance

  • 401(k) with employer match

  • Paid support for continuing education, professional development, and licensure renewal

Base Pay Salary

The salary range will be starting $60,000/ year

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

FacebookTwitter

View All Ameriprise Jobs

Apply