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

Td

Financial Advisor Associate- Ramsey, NJ

Ramsey, NJ

$66K - $99K/yr

  • Medical

  • Retirement

  • PTO

Serves as the primary relationship manager and financial advisor for TD Wealth clients with a Wealth management advisory need * Develops, maintains and manages all aspects of the client ...

Brunswick Group

Associate, Financial Situations

New York, NY · On-site

$130K - $170K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Opportunity Brunswick Group is seeking an Associate to join our Financial Situations team in New ... Advising clients to effectively communicate to investors at critical moments, as well as earnings ...

Lenox Advisors

Financial Advisor - New York

Manhattan, NY · Remote

$60K - $100K/yr

... financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm ... work with fellow associates Who do you need to be? * A strong relationship-builder who takes a ...

Lenox Advisors

Financial Advisor - New York

Manhattan, NY · On-site

$60K - $100K/yr

... financial future. Who we are: Lenox Advisors is a premier wealth and insurance advisory firm ... work with fellow associates Who do you need to be? * A strong relationship-builder who takes a ...

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Showing results 21-40

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

Associate Financial Advisor information

See Paramus, NJ salary details

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$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 Paramus, NJ is $68,025.00, 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 are the most commonly searched types of Financial Advisor jobs in Paramus, NJ?

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

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

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

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

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

Associate Financial Advisor jobs near you

Remote Entry Level Financial Advisor

Brand & Associates

New York, NY • On-site, Remote

$45K - $95K/yr

Part-time

Re-posted 27 days ago

Job description

Brand & Associates is seeking a passionate and motivated individual to join our team as a Remote Entry-Level Financial Advisor. As an Entry-Level Financial Advisor, you will play a crucial role in providing comprehensive financial guidance and support to our clients, helping them achieve their long-term financial goals.

Responsibilities:

  • Conduct thorough financial consultations to assess clients' needs, risk tolerance, and financial goals
  • Develop personalized financial plans tailored to each client's unique circumstances
  • Recommend appropriate investment strategies, insurance products, and other financial solutions
  • Educate clients on financial concepts and strategies to empower them to make informed decisions
  • Maintain regular communication with clients to monitor their progress and make adjustments as needed
  • Generate leads and expand client base through prospecting and networking activities
  • Stay current on industry trends and regulations to ensure compliance and provide the most up-to-date advice

Qualifications:

  • Excellent communication and presentation skills to effectively convey complex financial information
  • Strong interpersonal skills to build rapport and trust with clients
  • Ability to work independently and manage time effectively in a remote environment
  • Enthusiasm for the financial services industry and a passion for helping others achieve their financial goals

Benefits:

  • Opportunity to work remotely and enjoy a flexible work-life balance
  • Comprehensive training and mentorship to develop your skills and advance your career
  • A collaborative and supportive work environment with a focus on professional development
Employment Type: PART_TIME

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