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

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Financial Planning Associate information

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$14

$33

$70

How much do financial planning associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for financial planning associate in Edison, NJ is $33.09, according to ZipRecruiter salary data. Most workers in this role earn between $21.39 and $35.58 per hour, depending on experience, location, and employer.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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

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

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

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

What job categories do people searching Financial Planning Associate jobs in Edison, NJ look for?

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

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Edison, NJ as of August 2026, with employment types broken down into 100% Full Time. Highlights an 57% In-person, and 43% Hybrid job distribution, with an average salary of $68,825 per year, or $33.1 per hour.

Associate Attorney - estate planning

Talent Search PRO

Roseland, NJ • On-site

$110K - $120K/yr

Full-time

Posted 28 days ago

Job description

Estate Planning Associate Attorney | NJ Licensed | Roseland, NJ

Most people spend their entire lives building something. A home. A business. A family. When they finally sit down with an estate planning attorney they are not just signing documents. They are deciding what survives them.

That conversation requires trust. It requires someone who knows the law and understands people.

A law firm in Roseland, New Jersey is looking for an Estate Planning Associate who wants to do that work at a high level and grow into the kind of attorney clients remember for the rest of their lives.

What you get:

  • $110,000 to $120,000 a year
  • Full benefits package
  • Mentorship from attorneys who have spent careers mastering this practice
  • A collaborative team that invests in your growth
  • Work life balance that lets you show up fully for your clients and your own life
  • A client centered culture where your work creates real impact for real families

What you will be doing:

  • Counseling clients on tax planning, estate planning and trust and estate administration
  • Drafting wills, trusts, powers of attorney and estate planning documents
  • Advising on estate and gift tax strategies that protect generational wealth
  • Managing probate and trust administration including tax filings and financial reporting
  • Collaborating with financial planners and accountants to serve clients at the highest level

What you need to bring:

  • JD from an accredited law school
  • Two or more years of estate planning and tax law experience inside a law firm
  • Active New Jersey law license required
  • New York law license preferred
  • LLM is a plus but not required

This is an associate role inside a firm. If you have been in solo practice for an extended period this role is not the right fit. The firm is looking for someone who has grown inside a team and is ready to keep growing.