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

Warby Parker

Senior Associate, FP&A

Manhattan, NY · On-site

$93K - $116K/yr

Warby Parker is on the lookout for a Senior Associate, FP&A to join our Financial Planning & Analysis team. In this role, you'll be responsible for developing robust financial models, insightful ...

Range

Financial Planner

New York, NY · On-site

$83K - $111K/yr

... Associate (ECA) or similar * 4-8+ years experience in a client-facing financial services roles * Experience with in depth tax planning and building tax projections for clients * Significant ...

Warby Parker

Senior Associate, FP&A

New York, NY · On-site

$93K - $116K/yr

Warby Parker is on the lookout for a Senior Associate, FP&A to join our Financial Planning & Analysis team. In this role, you'll be responsible for developing robust financial models, insightful ...

LHH US

FP&A Manager

Bridgewater, NJ · On-site +1

$40 - $50/hr

Temporary FP&A Manager (Supply Chain Finance) - Contract Location: Bridgewater, NJ (flexible ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

LHH US

FP&A Manager

Bridgewater, NJ · On-site +1

$40 - $50/hr

Temporary FP&A Manager (Supply Chain Finance) - Contract Location: Bridgewater, NJ (flexible ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

Simon Quick Advisors

Associate

New York, NY · On-site

Associate Location: New York, NY (hybrid) Compensation: Starting at 80,000 (based on experience ... Accountability 1: Support the Development of Comprehensive Financial Planning and Investment ...

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Financial Planning Associate information

See Edison, NJ salary details

$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.

Senior Financial Analyst - Global Engineering FP&A (Hybrid)

Broadridge Financial Solutions, Inc.

New York, NY • On-site

$75K - $85K/yr

Full-time

Posted 9 days ago

Broadridge rating

6.7

Company rating: 6.7 out of 10

Based on 34 frontline employees who took The Breakroom Quiz

136th of 151 rated financial services

Job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team.
Broadridge is hiring! The Global Engineering FP&A is seeking a highly motivated Senior Financial Analyst to lead financial planning, forecasting, and strategic decision support across the segment's technology and engineering organization.
Responsibilities:
  • Own the engineering and segment technology labor Center of Excellence (CoE), including forecasting and planning for 2,000+ Engineering FTEs, contractors and deferred labor at an initiative level.
  • Own end-to-end AWS forecasting for the segment, partnering with engineering leadership, business management, and internal finance to build centralized processes.
  • Collaborate with the broader Technology FP&A team on forecasting for technology software, data center expenses (Mainframe, Private Cloud, and Software), and other key areas
  • Review and present consolidated monthly reporting packages, forecast packages, and annual operating/strategic plan presentations
  • Own Technology component of corporate investment processes, including regular reporting on technology segment investments and driving advancement of initiative-level tracking
  • Partner with senior business leaders to evaluate strategic initiatives, quantify financial impacts, and support data-driven decision making.
  • Partner with CP&A and segment HQ finance teams to deliver insights on both expenses and capital spend.
  • Develop and maintain investment templates for IUS/Capital programs, with support from the broader team as needed.

Qualifications:
  • 3+ years of FP&A, corporate finance, or related experience, including demonstrated leadership of complex financial planning processes and cross-functional initiatives.
  • Advanced financial modeling, forecasting, and analytical skills.
  • Expert-level Excel skills and proficiency with financial planning tools and reporting systems (TM1, Anaplan, or similar).
  • Experience with Power BI, or other data visualization tools.
  • Demonstrated ability to lead large-scale planning processes and influence senior stakeholders without direct authority.
  • Strong executive communication and presentation skills, with experience presenting to senior leadership teams.
  • Proven track record of driving process improvements, automation initiatives, and operational efficiencies.
  • Ability to manage multiple priorities in a fast-paced environment while maintaining attention to detail and strategic perspective.
  • Experience supporting technology, engineering, cloud, infrastructure, or software organizations is strongly preferred.

Compensation Range: The salary range for this position is between $75,000 - $85,000. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for information on our comprehensive benefit offerings for this role
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.

What Broadridge employees say

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About Broadridge

Sourced by ZipRecruiter

Broadridge, a global Fintech leader with more than $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive digital transformation for our clients and help them get ahead of today’s challenges to capitalize on what’s next. For nearly six decades, we’ve been providing the critical infrastructure that powers corporate governance, capital markets and wealth and investment management. Our industry-specific technology, solutions and data and intelligence power business transformation – helping you get ahead of today’s challenges while preparing for what’s next.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New Hyde Park, NY, US

Year founded

1962

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