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

TD Bank

Financial Advisor Associate- Manhattan

Manhattan, NY · On-site

$66.56 - $99.32/hr

## Financial Advisor Associate- ManhattanPostulerremote type: Sur placelocations: New York, New Yorktime type: Temps pleinposted on: Publié aujourd'huitime left to apply: Date de fin : 31 juillet 2026 ...

New

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 ...

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Showing results 1-20

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

Associate Financial Advisor information

See Orange, NJ salary details

$39.1K

$68.1K

$114.1K

How much do associate financial advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for associate financial advisor in Orange, NJ is $68,141.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,600.00 and $83,700.00 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 popular job titles related to Associate Financial Advisor jobs in Orange, NJ?

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

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Orange, NJ as of August 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 95% In-person, and 5% Hybrid job distribution, with an average salary of $68,141 per year, or $32.8 per hour.

Associate Financial Advisor

Boutique Recruiting

New York, NY • On-site

$145K - $205K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

Position Title: Associate Financial Advisor
Salary Range: $145,000-$205,000 / Year, DOE
This is a true next-step opportunity for an experienced wealth management professional who is ready to move beyond a support-only role and build toward owning client relationships. The Associate Financial Advisor / Senior Client Service Associate will work directly with high-net-worth clients, manage the day-to-day details of complex accounts, support portfolio and financial planning conversations, and gradually assume responsibility for a dedicated book of client relationships. You will handle everything from account administration and performance reporting to portfolio discussions, planning scenarios and coordination with clients' attorneys and accountants.
The ideal candidate is an experienced financial advisor who combines exceptional attention to detail with the confidence and credibility to speak directly with clients about their portfolios, financial goals and market activity.
Responsibilities
  • Manage and service high-net-worth client accounts, including account openings, transfers, transaction processing, required minimum distributions and general account administration
  • Communicate directly with clients regarding account questions, portfolio performance, market activity, planning needs and money movements
  • Support senior advisors in managing key client relationships through meeting preparation, follow-up and ongoing client communication
  • Monitor client investments and portfolio performance, identify areas requiring attention and assist with implementing recommended changes
  • Build and run financial planning scenarios, interpret results and help present planning recommendations directly to clients
  • Coordinate with clients' attorneys, accountants and other outside professionals on tax, estate and broader financial planning matters
  • Develop toward direct ownership of client relationships while contributing to prospective client proposals and new business opportunities

Requirements
  • 5+ years of experience within an RIA, wealth management firm, private bank, or similar financial services environment, including experience as a Financial Advisor
  • Proven ability to communicate directly with clients and confidently discuss portfolios, performance, financial planning topics, and market activity
  • Series 65 license required
  • Bachelor's degree required
  • Experience servicing high-net-worth clients with the ability to manage multiple relationships, priorities and account details simultaneously
  • Working knowledge of Microsoft Outlook and Word with experience using financial planning or wealth management technology
  • Strong client service, relationship-building and sales skills with the desire to grow into greater ownership of client relationships

Benefits
  • Discretionary year-end bonus based on individual and firm performance
  • Medical, dental, and vision coverage available
  • 401(k) with employer match
  • Life and disability insurance
  • 2-3 weeks of paid time off
  • Hybrid schedule with three days in the New York City office and two days remote

If you are already trusted in the room with clients and ready to turn that experience into greater relationship ownership, apply today and take the next step in your wealth management career.
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About Boutique Recruiting

Sourced by ZipRecruiter

We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.

Industry

Recruiting and staffing services

Company size

51 - 200 Employees

Headquarters location

San Diego, CA, US

Year founded

2014

Social media

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