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Associate Financial Representative Jobs in Edison, NJ

Morgan Stanley

Wealth Management Associate

New York, NY · On-site

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... client meetings, representing the service lens • Participating in firm initiatives (e.g ...

Morgan Stanley

Wealth Management Associate

New York, NY · On-site

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ... client meetings, representing the service lens • Participating in firm initiatives (e.g ...

WSFS Bank

Financial Associate

Princeton, NJ · On-site

The Financial Associate delivers high-level service and operational support to Wealth clients and ... represent the firm as appropriate. Minimum Qualifications: * Bachelor's degree in trust management ...

Wsfsbank

Financial Associate

Princeton, NJ · On-site

The Financial Associate delivers high-level service and operational support to Wealth clients and ... represent the firm as appropriate. Minimum Qualifications: * Bachelor's degree in trust management ...

WSFS Bank

Financial Associate

Princeton, NJ · On-site

The Financial Associate delivers high-level service and operational support to Wealth clients and ... represent the firm as appropriate. Minimum Qualifications: * Bachelor's degree in trust management ...

Wsfsbank

Financial Associate

Princeton, NJ · On-site

The Financial Associate delivers high-level service and operational support to Wealth clients and ... represent the firm as appropriate. Minimum Qualifications: * Bachelor's degree in trust management ...

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Showing results 41-60

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:
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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.

Sr. Finance Associate (Project Development & Finance) - New York

Direct Counsel

New York, NY

$310K - $435K/yr

Full-time

Re-posted 29 days ago

Job description

Direct Counsel is representing an Am Law 100 firm in its search for a Senior Associate to join its Project Development & Finance Practice in Houston, New York, or San Diego.

Position: Associate – Finance – Project Development & Finance – Senior
Location: Houston, New York, San Diego
Compensation: Cravath Scale
Experience Level: Minimum of 4 years

About the Role:
The Project Development & Finance Practice group is seeking a highly qualified senior associate with at least 4 years of relevant experience. Ideal candidates will bring experience with project development and/or finance, preferably gained at a large national or international law firm. This role offers the opportunity to work on cutting-edge transactions that shape global industries and infrastructure.

Key Qualifications:

  • J.D. from a top-tier law school

  • Admission to the Bar in the jurisdiction of the office of interest (or eligibility for admission)

  • Minimum 4 years of experience in project development and/or finance

  • Strong academic and professional credentials

  • Excellent analytical, writing, and communication skills

  • Ability to work collaboratively in a fast-paced, team-oriented environment

Why Join:
This is an outstanding opportunity to work with a market-leading practice known for its deep industry knowledge, global reach, and sophisticated deal-making. The firm provides the resources, mentorship, and platform to support long-term professional growth.