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Financial Planning Associate Jobs in Ridgewood, NJ

J. Crew

Associate Planner

New York, NY · Hybrid

$64K - $79K/yr

  • Medical

  • Dental

  • Vision

  • PTO

... Supply Chain, Finance, or related field * 2+ years of experience in planning, allocation ... Associate Discount - We love our products just as much as you do! That's why we offer a great ...

J.Crew

Associate Planner

New York, NY · On-site

$64K - $79K/yr

  • Medical

  • Dental

  • Vision

  • PTO

... Supply Chain, Finance, or related field * 2+ years of experience in planning, allocation ... Associate Discount - We love our products just as much as you do! That's why we offer a great ...

Range

Financial Planner

New York, NY · On-site

$83K - $111K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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

Manhattan, NY · On-site

$93K - $116K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Warby Parker

Senior Associate, FP&A

New York, NY · On-site

$93K - $116K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

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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.

Manager, Financial Planning & Analysis

Starcom Mediavest Group Germany Gmbh

Manhattan, NY • On-site

$12K/mo

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted yesterday

Job description

Company Description
Publicis Groupe is a global leader in communication and is positioned at every step of the value chain, from consulting to execution, combining marketing transformation and digital business transformation. Through a unified and fluid organization, Publicis Groupe partners with its clients across communication, media, data and technology to ensure access to the full breadth of capabilities in every market. Present in over 100 countries, Publicis Groupe employs around 103,000 professionals.
Job Description
The Manager will be part of the FP&A Business Intelligence (BI) team, which support the FP&A Director of PXP, Publicis' Creative capability.
In this role, the Manager will be in constant contact with Finance Directors within the agencies of PXP and Harbor.
The Manager will report to the FP&A Associate Finance Director of the Production BI Hub.
Responsibilities
  • Support on the day-to-day tasks the PXP CFO and the FP&A Director
  • Autonomously manage monthly and recurrent FP&A deliverables and oversees tasks workload in coordination with the FP&A Director.
  • Provide monthly financial reporting highlighting risks and opportunities, with timely and precise analysis.
  • Lead recurrent tasks in support to the team in terms of reporting, making sure processes are lean and ensure proactive actions for adjustments in coordination with the FPA Director.
  • Support on the monthly financial reporting including P&L and TWC (overdue, receivables, wip) for actuals, forecasts, budgets, including revenue reporting and agencies profitability.
  • Working in coordination with the FPA Director on costs analysis, HFM organizational structure, developing, and maintaining positive relationships with agency finance leads.
  • Analyzing budget vs. actual costs to ensure PXP profitability is at target level.
  • Analyze Business Development data though Salesforce including pitches and prospecting financial information, to ensure consistency in forecasting and budgeting.
  • Collect, consolidate, and analyze recurrent requests on the PXP Perimeter.
  • Collaborate with Group Corporate Finance team and support the FP&A Director on any other special and transversal project as needed.
  • Drive reporting accuracy and interact with other FP&A managers to provide consultative support to planning initiatives through financial and management information analyses, reports, and recommendations.
  • Variance analysis of Actuals vs budgeting, forecasting for all P&L line items, and Headcount.

List of indicative tasks and processes the PXP FP&A Manager will be involved in:
  • Actuals / Rolling Forecasts / Commitment
  • Top clients analysis and reporting
  • Organic growth calculation
  • Regional Bonus pool tracking
  • Trade Working Capital
  • Capex Forms / Lease Forms
  • SalesForce data reporting and analysis
  • Tracking of New Business Pitch costs by month
  • Business Review Presentation (PPT, Consolidation, and Analysis)
  • Forecast Presentation (PPT, Consolidation, and Analysis)
  • Support and coordination of Business Transfers and comparable Restatements

Qualifications
  • Approx. 5 years' work experience in work related experience in Corporate Finance, FP&A, and Audit.
  • Fast learner and establish priorities, to maximize efficiency and collaborate with management to meet deadlines.
  • Ability to establish positive collaboration with the PXP Finance Directors; US FP&A teams
  • Ability to manage the work remotely as needed.
  • Ability to navigate in a fast-paced environment and attention to details.
  • Knowledge of Generally Accepted Accounting Principles.
  • Excellent organizational and problem solving skills.
  • Must be able to work independently as well as in a team environment.
  • Excellent system, interpersonal and communication skills.
  • Good sense of urgency and ownership.
  • Excel proficiency (Macros is a plus)
  • HFM (Hyperion), Smartview or Essbase experience is required
  • Proficient in Power Point PPT
  • Salesforce is a plus

Additional Information
Our Publicis Groupe motto "Viva La Différence" means we're better together, and we believe that our differences make us stronger. It means we honor and celebrate all identities, across all facets of intersectionality, and it underpins all that we do as an organization. We are focused on fostering belonging and creating equitable & inclusive experiences for all talent.
Publicis Groupe provides robust and inclusive benefit programs and policies to support the evolving and diverse needs of our talent and enable every person to grow and thrive. Our benefits package includes medical coverage, dental, vision, disability, 401K, as well as parental and family care leave, family forming assistance, tuition reimbursement, and flexible time off.
If you require accommodation or assistance with the application or onboarding process specifically, please contact USMTTACompliance@publicis.com.
All your information will be kept confidential according to EEO guidelines.
#LI-RM3
Compensation Range: USD $75,050.00 - USD $120,159.00/Annually. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on the skills, qualifications, and experience of the applicant along with the requirements of the position, and the Company reserves the right to modify this pay range at any time. Temporary roles may be eligible to participate in our freelancer/temporary employee medical plan through a third-party benefits administration system once certain criteria have been met. Temporary roles may also qualify for participation in our 401(k) plan after eligibility criteria have been met. For regular roles, the Company will offer medical coverage, dental, vision, disability, 401k, and paid time off. The Company anticipates the application deadline for this job posting will be 8/22/2026.

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