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

Warby Parker

Senior Associate, FP&A

New York, NY

$93K - $116K/yr

Warby Parker is on the lookout for a Senior Associate, FP&A to join our Financial Planning & Analysis team. In this role, you'll be responsible for developing robust financial models, insightful ...

Golub Capital

FP&A Associate

New York, NY · On-site

Associate Director, Financial Planning & Analysis Department: Strategic Accounting & Finance Department Overview The Strategic Accounting & Finance ("SAF") Department is responsible for the financial ...

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 ...

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 ...

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 ...

PSEG

Associate Financial Analyst

Newark, NJ · On-site

Finance / Accounting Employment Type: Exempt Full Time This is an exciting time to be joining PSEG ... Take lead role on researching and analyzing numerous business planning assumptions. Prepare ...

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 ...

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 Edison, NJ

Associate Financial Planner information

See Edison, NJ salary details

$47.1K

$86.9K

$116.5K

How much do associate financial planner jobs pay per year?

As of Aug 22, 2026, the average yearly pay for associate financial planner in Edison, NJ is $86,863.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,600.00 and $103,500.00 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.

More about Associate Financial Planner jobs

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

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

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

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Edison, NJ as of June 2026, with employment types broken down into 17% Full Time, 81% Part Time, 1% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $86,863 per year, or $41.8 per hour.

Associate, Financial Planning & Analysis (FP&A)

VTS

New York, NY • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 days ago

Job description

As an Associate on the FP&A team at VTS, you will play a critical role in shaping the strategic direction of a leading SaaS proptech company. You'll join a team that is considered the brain of the company-identifying opportunities to drive value creation, enhance internal business performance, and support high-impact external engagements. This is a unique opportunity for someone with strong quantitative horsepower and entrepreneurial drive to influence meaningful decisions and growth at VTS.
** Please note that this opportunity is located in New York, NY, and requires this hire to work from our office four days a week. **Every day you will:
  • Own and enhance forecasting, budgeting, and reporting processes for key business units.
  • Conduct deep-dive analyses on company performance, market dynamics, pricing, customer behavior, and key operational levers.
  • Collaborate on the preparation of board materials, investor updates, and M&A evaluations-supporting both inbound and outbound opportunities.
  • Partner with senior leadership across departments to develop strategic plans, analyze business performance, and deliver actionable insights.
  • Identify and lead initiatives to improve internal processes and data integrity, ensuring we scale effectively with growth.

Here's what you can expect as an Associate at VTS:
  • High visibility and direct impact on company strategy, financial performance, and operational execution.
  • Exposure to cross-functional initiatives involving GTM, product, operations, and executive leadership.
  • Opportunities to grow quickly and take on increased responsibilities in a dynamic, fast-paced SaaS environment.

To thrive in this role, you should have:
  • 2-3 years of experience in investment banking, top-tier consulting, or a similarly rigorous and analytical FP&A environment.
  • Exceptional analytical skills and financial acumen with a strong grasp of corporate finance, accounting, and SaaS business models.
  • A self-starter mindset with a high sense of ownership, intellectual curiosity, and a bias toward action.
  • Strong communication skills with the ability to distill complex insights into concise recommendations for executive audiences.
  • Advanced Excel and PowerPoint skills; experience with financial modeling, data visualization tools (e.g., Tableau, Looker), or SQL is a plus.
  • You have demonstrated your ability to independently solve complex problems with minimal guidance. You've taken raw data and built models or frameworks that informed strategic decisions. You bring a critical eye to business operations and instinctively look for ways to drive efficiency and value creation.

What VTS Values & How We Show It
  • Strive for Excellence - We know your potential is unlimited. Take advantage of our executive coaches and our training and career development programs available to all employees!
  • Be Customer Obsessed - We're employee obsessed too! VTS offers competitive compensation, comprehensive health benefits (including dental and vision), pre-tax commuter benefits, and a 401(k) plan. Not to mention the fun stuff - quarterly happy hours, wellness events, clubs, and team lunches!
  • Be Curious - Benefit from a culture that promotes new learning. VTS offers an education stipend to all employees!
  • Move as One - We work in an open floor plan to promote cross-functional collaboration.
  • Take Ownership - Be an owner of the company you're building with our equity packages.
  • Appreciate the Difference - VTS embraces and celebrates diversity. We understand the importance of a strong work-life balance. We offer a flexible PTO policy, generous family leave program, and more!

About VTS:
VTS is the only AI-driven technology platform enabling intelligent real estate by unifying industry professionals, investors, and their customers at scale. In 2013, VTS revolutionized commercial real estate leasing operations with what is now VTS Lease. Today, VTS AI is the largest first-party insights and collaboration engine in the industry, transforming how strategic decisions are made and executed by the real estate industry globally.
With the VTS Platform, consisting of VTS Lease, VTS Market, VTS Activate, and VTS Data, every stakeholder in real estate is given real-time market information and workflow tools to do their job with unparalleled speed and intelligence. VTS is the global leader, with more than 60% of Class A office space in the U.S., and 13 billion square feet of office, residential, retail, and industrial space is managed through the platform worldwide. VTS is utilized by over 45,000 professionals and over 1.2 million total users each day, including industry-leading customers such as Blackstone, Brookfield Properties, LaSalle Investment Management, Hines, BXP, Oxford Properties, JLL, and CBRE.
VTS maintains offices in New York, London, Toronto, Chicago.
To learn more about VTS and view our open roles, visit us at vts.com or follow us on Instagram (@WeAreVTS) or LinkedIn.
Pay Transparency
At VTS, we pride ourselves on articulating a clear and transparent philosophy around equitable, impartial compensation that will allow us to recruit and retain an exceptional team. The base salary is market-driven at the time of offer and is based on tier 1 market data. The salary for this role will range between $150,000 and $160,000 and is determined by several factors, including your skills, prior relevant experience, quality of interviews, leveling, and geography.
EEO Guidelines
VTS embraces diversity and equal opportunity in a serious way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be.
All your information will be kept confidential according to EEO guidelines. For more information about what we collect and how we use it, please refer to the Candidate Privacy Statement.
If you have a disability or special need that requires accommodation at any time during the recruitment process, please let us know at ta@vts.com
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