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Associate Financial Representative Jobs in Edison, NJ

BNY

Associate, Fund Administration II

Manhattan, NY · On-site

$58K - $105K/yr

As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Edison, NJ

Associate Financial Representative information

See Edison, NJ salary details

$10

$27

$68

How much do associate financial representative jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for associate financial representative in Edison, NJ is $27.22, according to ZipRecruiter salary data. Most workers in this role earn between $19.90 and $26.63 per hour, depending on experience, location, and employer.

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

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

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

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.
What are the most commonly searched types of Financial Representative jobs in Edison, NJ? The most popular types of Financial Representative jobs in Edison, NJ are:
What are popular job titles related to Associate Financial Representative jobs in Edison, NJ? For Associate Financial Representative jobs in Edison, NJ, the most frequently searched job titles are:
What job categories do people searching Associate Financial Representative jobs in Edison, NJ look for? The top searched job categories for Associate Financial Representative jobs in Edison, NJ are:
What cities near Edison, NJ are hiring for Associate Financial Representative jobs? Cities near Edison, NJ with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Edison, NJ as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $56,623 per year, or $27.2 per hour.

Financial Representative Career Changer Opportunity

Northwestern Mutual - Princeton

Princeton, NJ • On-site

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life

Posted 7 days ago

Job description

Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

At the Princeton District of Northwestern Mutual, our mission is simple yet powerful: to inspire people to live the life they can imagine. We foster a culture that prioritizes training, continued education, and mentorship, ensuring our team members are equipped to thrive. Our commitment to diversity and inclusion is reflected in initiatives like our Local Diversity and Inclusion Council and annual Strength in Belonging Summit, as well as our Local Black Advisor Resource Group (The BAG). We also believe in making a meaningful difference in our community, supporting organizations such as Alex’s Lemonade Stand Foundation, the Black Women NJ Group (Rose Gold Sponsor), Scholars of Finance, and Special Olympics. Here, we combine purpose, professional growth, and community impact to help both our clients and our team members achieve extraordinary success.

Our thriving office is located at: 202 Carnegie Center Drive 2nd, floor, suite 201, Princeton, NJ 08540
Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
  
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Jesse May – Managing Director:
  • Time with NM: 25 years.
  • Prior Experience: Married to his high school sweetheart, Melissa, Jesse has built his life around strong family values. His daughter works alongside him in the office as his Director of Operations and Associate Financial Representative.
  • Passionate About: Jesse is a devoted family man with four children. He enjoys fine wines, hosting bonfires at his home, and is always ready to share a fun fact. Follow this link to learn more about Jesse: https://www.linkedin.com/in/jesse-may-30480442/
Mikayla Rafferty – Talent Acquisition Manager:
  • Time with NM: 7 years.
  • Prior Experience: Previously worked in the private golf and country club industry as a Membership Sales Director.
  • Passionate About: Mikayla is currently planning her wedding with her fiancé, Lucas. An avid soccer player in a local women’s league, she also enjoys frequent trips to Florida to visit her parents.
  • Follow this link to learn more about Mikayla: https://www.linkedin.com/in/mikayla-rafferty-82aa72139/
Nick DeLorenzo – Growth and Development Director:
  • Time with NM: 17 years.
  • Prior Experience: Before joining NM, Nick trained as a bodybuilder and worked in sales and personal training at his local gym.
  • Passionate About: A proud father to his daughter, Nick’s favorite activity is coaching her flag football club team, which he led to a championship victory last year.
  • Follow this link to learn more about Nick: https://www.linkedin.com/in/nicolasdelorenzo/
Ben Kraml – Growth and Development Director:
  • Time with NM: 8 years.
  • Prior Experience: Ben joined NM shortly after earning his BA in Finance and Economics from Rider University.
  • Passionate About: Ben is a devoted husband to his high school sweetheart, Nicole. They welcomed their first child, a baby girl, in Fall 2025. A passionate New Jersey Devils fan and season ticket holder, Ben rarely misses a home game.
  • Follow this link to learn more about Ben: https://www.linkedin.com/in/benjaminkraml/
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: A bachelor's degree is preferred.
  • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse May is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.