ZipRecruiter

Log In

1

Financial Planning Associate Jobs in Ridgewood, NJ

Cross River

Associate, FP&A

Fort Lee, NJ · Hybrid

$100K - $120K/yr

We are seeking a highly motivated associate to join our rapidly growing FP&A team in our Fort Lee office. You will assist with compiling and preparing reports, analyzing divisional cost performance ...

TalentLink Solutions

Financial Paraplanner

Paramus, NJ · On-site

We are seeking a driven and detail-focused Financial Planning Associate who thrives in a collaborative, client-centered environment. As part of our dedicated financial planning team, you will build ...

Golub Capital

FP&A Associate

New York, NY · On-site

  • Retirement

  • PTO

Associate Director, Financial Planning & Analysis Department: Strategic Accounting & Finance Department Overview The Strategic Accounting & Finance ("SAF") Department is responsible for the financial ...

William Vaughn TA

Associate Director of FP&A

Manhattan, NY · On-site

$175K - $200K/yr

A sports business and licensing organization is seeking an Associate Director, Financial Planning & Analysis to join its finance team. This is a highly visible role that will partner closely with ...

IEX Group

FP&A Associate

New York, NY

$120K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

IEX is looking for an experienced Finance professional to join the team as an FP&A Associate. This person will be a key member of the Finance team, working closely with IEX's Head of Finance and FP&A ...

IEX Group

FP&A Associate

New York, NY · On-site

$120K - $140K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

IEX is looking for an experienced Finance professional to join the team as an FP&A Associate. This person will be a key member of the Finance team, working closely with IEX's Head of Finance and FP&A ...

UNAVAILABLE

Director, Financial Planning & Analysis

Manhattan, NY · On-site

$121.32 - $194.22/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Director of FP&A reports to the VP of FP&A and provides strategic financial leadership for a ... This role leads a team of approximately 15 finance professionals through 2-3 Associate Director and ...

iCapital

Corporate Finance, FP&A - Associate

Greenwich, CT · On-site +1

$85K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The FP&A Associate will report into Firmwide FP&A,Vice President. Responsibilities * Support the budgeting and forecasting of the firm's consolidated key financial performance indicators, with ...

iCapital

Corporate Finance, FP&A - Associate

Greenwich, CT · On-site

$85K - $115K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The FP&A Associate will report into Firmwide FP&A,Vice President. Responsibilities * Support the budgeting and forecasting of the firm's consolidated key financial performance indicators, with ...

Ameriprise Financial

Associate Financial Advisor

White Plains, NY · On-site

$50K - $70K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Associate Financial Advisor White Plains, NY | In-Office Bhashyam Wealth Management, a Private ... This role is a key part of our client advisory and planning function-working closely with the lead ...

previous pagenext page

Showing results 21-40

All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Ridgewood, NJ

Financial Planning Associate information

See Ridgewood, NJ salary details

$14

$32

$68

How much do financial planning associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for financial planning associate in Ridgewood, NJ is $32.34, according to ZipRecruiter salary data. Most workers in this role earn between $20.91 and $34.76 per hour, depending on experience, location, and employer.

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.

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.

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.

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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.
What job categories do people searching Financial Planning Associate jobs in Ridgewood, NJ look for? The top searched job categories for Financial Planning Associate jobs in Ridgewood, NJ are:
What cities near Ridgewood, NJ are hiring for Financial Planning Associate jobs? Cities near Ridgewood, NJ with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Ridgewood, NJ as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,265 per year, or $32.3 per hour.

Financial Planning and Analytics Associate

BizTek People, Inc. | APA International Placement Consultants

Manhattan, NY • On-site

Contractor

Re-posted 22 days ago

Job description


BizTek People is looking for an experienced FP & A Associate for our client in NY, NY!
Work schedule: Hybrid / 50% in office
Job Description:
Financial Planning & Analysis is responsible for providing senior management with analysis and insight into the company's financial results.
With responsibility for the region's management reporting, the FP&A team works closely with a variety of corporate and business functions to provide insights and inform decision-making for the firm's executive leadership.
Within FP&A, this position will work closely with a variety of seasoned professionals across teams and functions to create management information for senior executives to aid in understanding headcount movements, expense trends, and how these parameters inform business strategy.
Job Responsibilities:
  • Management reporting deliverables pertaining to headcount and expense-related metrics (direct and indirect expenses)
  • Support in other reporting deliverables such as daily revenue reports, monthly corporate expense submissions to senior management across the organization
  • Support a headcount planning model as part of the budgeting and forecasting process
  • Provide support for monthly forecasting and annual budgeting processes for expenses
  • Provide support in testing expense data pertaining to the integration of the new reporting tool for cost allocations (OneStream)

Skills:
  • Key skills include attention to detail, focus on accuracy, intellectual curiosity, and experience with financial data and business writing
  • Experience with presentation development is preferred
  • Level: AVP
  • Years of Experience: 5-7
  • Education Requirement: BS/BA degree in Finance or Accounting
  • Systems Knowledge: SAP and Hyperion knowledge a PLUS

Apply