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Associate Financial Advisor Jobs in Galloway, NJ

Benjamin F Edwards & Co

Financial Client Associate

Northfield, NJ · On-site

$25.43 - $31.78/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Client Associate Summary The Financial Client Associate is a critical teammate in ... Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client ...

Td

Financial Advisor Trainee - Vineland, NJ

Vineland, NJ

$27.75 - $38.50/hr

  • Medical

  • Retirement

  • PTO

Obtains the requisite set of skills to qualify for the role of Financial Advisor Associate within a specified time frame * Actively calls and meets with TD Bank customers and prospects with the goal ...

Weichert

Mortgage Advisor

Ship Bottom, NJ · On-site

$33K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Weichert Financial Services is hiring a Mortgage Advisor in Ocean County, NJ. Established in 1980 ... Associates. Job responsibilities include, but are not limited to, the following: * Develops ...

H&R Block

Tax Associate

NJ · On-site

$14.45 - $18/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Ocean City, NJ · On-site

$14.45 - $18/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Browns Mills, NJ · On-site

$15.90 - $19.70/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Manahawkin, NJ · On-site

$15.90 - $19.70/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Egg Harbor Township, NJ · On-site

$15.90 - $19.70/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Somers Point, NJ · On-site

$15.90 - $19.70/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Sicklerville, NJ · On-site

$15.90 - $19.70/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Vineland, NJ · On-site

$17.75 - $23.50/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Hammonton, NJ · On-site

$15.90 - $19.70/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Pleasantville, NJ · On-site

$15.90 - $19.70/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Vineland, NJ · On-site

$17.75 - $23.50/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Atlantic City, NJ · On-site

$15.90 - $19.70/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

H&R Block

Tax Associate

Egg Harbor City, NJ · On-site

$16.65 - $20.55/hr

  • Retirement

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

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Showing results 1-20

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

Associate Financial Advisor information

See Galloway, NJ salary details

$39K

$68K

$114K

How much do associate financial advisor jobs pay per year?

As of Aug 16, 2026, the average yearly pay for associate financial advisor in Galloway, NJ is $68,040.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $83,600.00 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 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 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 job categories do people searching Associate Financial Advisor jobs in Galloway, NJ look for?

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Galloway, NJ as of August 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 90% In-person, and 10% Hybrid job distribution, with an average salary of $68,040 per year, or $32.7 per hour.

Financial Client Associate

Benjamin F Edwards & Co

Northfield, NJ • On-site

$25.43 - $31.78/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 17 days ago

Job description

Financial Client Associate


Summary

The Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all client’s needs are met in a timely and efficient manner. Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships.

Under direct supervision, the Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of client-related activities, including but not limited to account opening, maintenance and research, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, coordinating appointments, implementing marketing and business plans, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience.

Essential Duties/Responsibilities:

  • Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution.
  • Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.
  • Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
  • Create, prepare and review daily client reports and presentations for client meetings and/or for Financial Advisor(s). Maintain client notes and follow up on resulting action items, leveraging tools such as Salesforce, Orion and Microsoft Bookings, etc.
  • Assist in financial planning efforts by entering client data in MoneyGuidePro, financial planning software, and walking clients through account set up and review options in the client portal.
  • Perform tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.
  • Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.
  • Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.
  • Follow firm policies, procedures and maintain files in accordance with firm and regulatory guidelines.
  • Perform administrative duties as required by the Financial Advisor(s) or branch manager.
  • Provide backup support as required to other branch support personnel.
  • Perform other related duties as assigned.

Qualifications:

  • Proficient experience with Microsoft Office Suite and ability to learn other software and technology. Experience with Pershing/NetX360, Salesforce, Orion and MoneyGuidePro is a plus.
  • Professional presence with strong customer service and interpersonal skills experience
  • Detail oriented, excellent organization skills and able to manage a variety of tasks.
  • Ability to multi-task and work in a fast-paced, evolving environment; excellent time management skills.
  • Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills.
  • Ability to seek new ways to improve processes, suggest new ideas and approaches.
  • Exercise discretion in handling confidential information.
  • Perform other related duties as assigned.

Education and/or Work Experience:

  • Minimum Required: Bachelor’s Degree, and/or equivalent work experience
  • Minimum Required: 1+ year of work experience in client services, preferably within the financial industry.

License/Registration:

  • N/A

Pay Range

  • Between $25.43 to $31.78 per hour

Work Environment:

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.


About Benjamin F. Edwards

If you are interested in joining a firm that truly puts the interests of its advisors and clients first, you have come to the right place. Serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer.

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