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Associate Financial Planner Jobs in Clark, NJ (NOW HIRING)

CLEAR - Corporate

Senior Associate, FP&A

New York, NY

$140K - $160K/yr

As Senior Associate, FP&A, you will be at the center of how CLEAR plans, forecasts, and allocates resources. This is a builder's role: you will own our stakeholder relationships with senior leaders ...

CLEAR - Corporate

Senior Associate, FP&A

New York, NY · On-site

$140K - $160K/yr

As Senior Associate, FP&A, you will be at the center of how CLEAR plans, forecasts, and allocates resources. This is a builder's role: you will own our stakeholder relationships with senior leaders ...

CapIntel

Strategic Account Development Associate

New York, NY · On-site

$52K - $70K/yr

Two to four years of wealth-management experience, ideally as an internal wholesaler, internal sales consultant, associate advisor, or associate financial planner. * A practical understanding of ...

Dentsu, Inc.

Associate, Financial Operations

New York, NY · On-site

$39K - $47K/yr

The Financial Operations Associate is responsible for managing media budgets through the collection of data and assessment across planning, buying, billing invoices within our Bill/Pay process. The ...

IEX Group

FP&A Associate

New York, NY · On-site

$120K - $140K/yr

IEX is looking for an experienced Finance professional to join the team as an FP&A Associate. This person will be a key member of the Finance team, working closely with IEX's Head of Finance and FP&A ...

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Showing results 21-40

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Clark, NJ

Associate Financial Planner information

See Clark, NJ salary details

$46.4K

$85.6K

$114.7K

How much do associate financial planner jobs pay per year?

As of Sep 3, 2026, the average yearly pay for associate financial planner in Clark, NJ is $85,567.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,500.00 and $102,000.00 per year, depending on experience, location, and employer.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Clark, NJ as of August 2026, with employment types broken down into 81% Full Time, 16% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $85,567 per year, or $41.1 per hour.

Senior Associate, Financial Planning & Analysis - Strategic Tech Finance

Capital One

Manhattan, NY

$93K - $116K/yr

Full-time

Re-posted 5 days ago

Capital One rating

7.8

Company rating: 7.8 out of 10

Based on 148 frontline employees who took The Breakroom Quiz

89th of 174 rated banks

Job description

Senior Associate, Financial Planning & Analysis - Strategic Tech Finance

Provide financial support for the FP&A Tech Strategy Finance team, including development of methodologies and processes that provide transparency to financial results, analyzing current financial results to identify and address evolving business issues and opportunities, and supporting Capital One’s Tech function as they plan for new initiatives. 


Role requires strong communication, problem solving, ability to collaborate cross-functionally, and strong influencing skills in order to effectively:

  • Articulate outcomes of analysis and relevant insights

  • Partner with business leadership to assess the financial implications of various initiatives.

  • Develop presentations to communicate business and analysis results to senior leadership audiences

General Responsibilities:

  • Financial analysis & reporting: Accurately analyze & explain key drivers and manage the regular reporting process

  • Budgeting, forecasting, and Profit & Loss (P&L) management

  • Executive business presentations: Assist in development of presentations to communicate analysis results to senior audiences; clearly articulate outcomes of analysis to leadership teams

  • Ad-hoc requests on acquisition related topics

  • Independently manage, prioritize, and delegate tasks

  • Act as project lead for certain responsibilities on the team


Basic Qualifications:

  • Bachelor’s Degree or military experience

  • At least 2 years of  experience in financial analysis

  • At least 2 years of experience with financial modeling

  • At least 1 year of experience supporting a Financial Planning & Analysis (FP&A) function


Preferred Qualifications:

  • 3+ years of experience in financial analysis

  • 3+ years of experience with financial modeling

  • 2+ years of experience supporting a Financial Planning & Analysis (FP&A) function

  • 2+ years of “Big 4” consulting experience


At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

McLean, VA: $96,500 - $110,100 for Sr. Financial Analyst


 

New York, NY: $105,300 - $120,100 for Sr. Financial Analyst


 

Richmond, VA: $87,700 - $100,100 for Sr. Financial Analyst


 


 


 


 


 


 


 


 

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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