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Associate Financial Planner Jobs in Secaucus, NJ

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 - $165K/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 ...

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 Secaucus, NJ

Associate Financial Planner information

See Secaucus, NJ salary details

$46.3K

$85.3K

$114.4K

How much do associate financial planner jobs pay per year?

As of Aug 16, 2026, the average yearly pay for associate financial planner in Secaucus, NJ is $85,305.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,300.00 and $101,700.00 per year, depending on experience, location, and employer.

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.

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.

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 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.

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Secaucus, NJ as of June 2026, with employment types broken down into 21% Full Time, 77% Part Time, 1% Contract, and 1% Nights. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $85,305 per year, or $41 per hour.

FP&A Associate

Golub Capital

New York, NY • On-site

Full-time

Retirement, PTO

Re-posted 2 days ago

Job description

Position Information
Hiring Manager:
Associate Director, Financial Planning & Analysis
Department:
Strategic Accounting & Finance
Department Overview
The Strategic Accounting & Finance ("SAF") Department is responsible for the financial reporting, forecasting and analytics of the Management Companies at Golub Capital. Its goal is to provide reliable and timely information enhancing the financial situational awareness of Firm leadership. The SAF Department liaises with and supports multiple departments to meet Golub Capital's overall financial needs. The SAF Department manages critical financial functions such as cash management, maintaining accounting records and reporting according to U.S. GAAP, firmwide compensation, budgeting and variance analysis, communicating financial performance to Firm leadership and interacting with Internal Accounting.
Position Responsibilities
The Associate, Financial Planning & Analysis ("FP&A") will help prepare a variety of financial reporting for the Management Company Accounting Team in the New York office. This role requires a professional, dependable and energetic individual with excellent attention to detail and the ability to handle several projects simultaneously to meet tight deadlines.
Responsibilities include:
  • Assisting with the preparation of forecasts and budgets along with reporting and tracking for the following key areas:
    • Management Companies
    • lines of business
    • capital under management
    • product P&L reports
  • Providing department leaders with monthly spend vs. budget
  • Utilizing Workday to forecast expenses based on cost center and business line
  • Preparing management and external reports and deliverables
  • Performing fluctuation analyses between forecast, prior period and actual results
  • Assisting with monthly general ledger closes, including ownership of the expense allocation process
  • Assisting with enhancing and improving existing reports and processes
  • Completing special projects as directed by the CFO and other leaders within the SAF Team

Candidate Requirements
Qualifications & Experience:
  • Bachelor's Degree in Accounting or Finance is required
  • 2+ years of relevant accounting or FP&A experience
  • Proficiency in Excel and PowerPoint is required
  • Experience with Workday and OfficeConnect is a plus
  • Meticulous attention to detail and accuracy
  • Desire to analyze and manage large sets of data
  • Technologically savvy with a base understanding of how accounting systems work
  • High level of intellectual curiosity with a desire to develop and implement innovative solutions to complex business challenges
  • Enthusiastic about working in office and creating a Gold Standard hybrid work culture

Critical Competencies for Success
Our Gold Standards define key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together.
  • Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome.
  • Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow.
  • Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances.
  • Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance.

The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role.
  • Innovative Mindset: Leverages an agile and creative mindset to drive innovative value creation, continuous process improvement and proactive learning through new technology, processes and people.
  • Compliance: Ensures compliance with laws and regulations related to tax and accounting. Stays current on legislative and regulatory changes and implements practices to stay compliant.
  • Financial Analysis: Leverages financial policies, accounting principles, technology and other financial analytics and metrics to ensure compliance and generate insights.
  • Industry Knowledge: Demonstrates an understanding of the Firm's position in the industry, including its complex structure and competitive advantage in the marketplace. Monitors industry trends and changes and recognizes their relevancy and implications.
  • Technical Communication and Documentation: Documents and communicates technical processes and procedures in area of specialty to stakeholders. Adapts the level of detail and specificity based on the needs of the intended audience.

Compensation and Benefits
For New York Only: It is expected that the base salary range for this position will be $115,000 to $135,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an 'at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors.
Golub Capital is an Equal Opportunity Employer.
Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility.
Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored.

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