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Financial Associate Jobs in Wayne, NJ (NOW HIRING)

David Protein

Finance Associate

New York, NY

$130K - $150K/yr

As a Finance Associate, you will focus on forecasting, go-to-market strategy, budgeting, and ... financial assumptions, and determining optimal price and product architecture. You'll also ...

Direct Counsel

CLO Finance Associate Attorney

New York, NY · On-site

$260K - $365K/yr

CLO Finance Associate Attorney Location: New York (Open to other U.S. office locations including Charlotte, Chicago, D.C., Houston, Los Angeles, Palo Alto, San Francisco, Salt Lake City) Direct ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Wayne, NJ

Financial Associate information

See Wayne, NJ salary details

$30.2K

$69.8K

$136.9K

How much do financial associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial associate in Wayne, NJ is $69,791.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,600.00 and $76,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

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

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

What are popular job titles related to Financial Associate jobs in Wayne, NJ?

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Wayne, NJ as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $69,791 per year, or $33.6 per hour.

ASSOCIATE FINANCIAL ADVISOR

Ameriprise Financial

Florham Park, NJ

$60K/yr

Full-time

Dental, Vision, Retirement

Posted 23 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

108th of 151 rated financial services

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.

Job Description

Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You'll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong company that cares, take the next step to create a brilliant career at Springbrook Wealth Advisors.
ABOUT THE ROLE
We are looking for a motivated and client-focused person to join our advisory team. As a Associate Financial Advisor, you will work closely with lead advisors to deliver comprehensive financial planning and investment management services to a growing client base. You will play an active role in client relationships, portfolio analysis, and financial plan development while building toward a path to full advisory responsibilities.

KEY RESPONSIBILITIES

Client Experience & Advice:

  • Follow the Springbrook Wealth Advisor service model to support client retention and growth

  • Serve as primary point of contact for assigned clients, handling inquiries and service requests

  • Prepare for and lead client review meetings, including materials and follow-up

  • Proactively identify opportunities to deepen relationships and address new planning needs

  • Onboard new clients: account opening, data gathering, and risk profiling

  • Manage client administrative needs, including estate settlements

  • Participate in client events and networking to help grow the practice

  • Coordinate with clients' accountants and lawyers for comprehensive advice

  • Build financial plans covering retirement, investment, tax, insurance, and estate planning

  • Analyze portfolios and recommend investments aligned with client goals and risk tolerance

  • Model financial scenarios and present findings to clients and lead advisors

  • Monitor client portfolios and flag issues needing attention

  • Review insurance needs and recommend coverage for life, disability, and long-term care

  • Recommend annuity options as needed

Operations:

  • Document all client interactions, transactions, and recommendations per firm policy and regulations

  • Maintain accurate client records in CRM and portfolio management systems

  • Support compliance reviews, audits, and reporting

  • Stay current on regulatory changes affecting advisory services

  • Attend and actively participate in team meetings

QUALIFICATIONS:

Required:

  • Goal driven, growth mindset a must

  • Active Series 7, 65 or Series 66, New Jersey Life and Health license (required at time of hire)

  • Bachelor's degree in Finance or a related field

  • 1 or more years of experience in financial planning, asset management, or a related role

  • Proficiency with financial planning software (MoneyGuidePro) and CRM platforms (salesforce)

  • Strong analytical, written, and verbal communication skills

  • High degree of integrity and commitment to fiduciary standards

COMPENSATION & BENEFITS:

  • Competitive base salary commensurate with experience: starting at $60,000

  • Performance-based bonus tied to client satisfaction and business development goals

  • Flex savings, dental, and vision insurance

  • 401(k) with employer match

  • Paid support for continuing education, professional development, and licensure renewal

Base Pay Salary

The salary range will be starting $60,000/ year

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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