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Financial Professional Associate Jobs in Edison, NJ

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Financial Professional Associate information

See Edison, NJ salary details

$46.1K

$90.6K

$140.3K

How much do financial professional associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial professional associate in Edison, NJ is $90,584.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,900.00 and $124,200.00 per year, depending on experience, location, and employer.

Can financial advisors make $500,000 a year?

Financial Professional Associates typically do not earn $500,000 annually, as this level of income is more common among experienced financial advisors with established client bases, high-value portfolios, and advanced certifications like the CFP or CFA. Most entry- and mid-level roles in finance have lower salary ranges, with higher earnings often tied to commissions, bonuses, and performance-based incentives. Achieving such a high income generally requires significant experience, a strong network, and a focus on high-net-worth clients.

Is it hard to become a FA?

Becoming a Financial Professional Associate typically requires completing relevant education, such as a degree in finance or related fields, and obtaining necessary licenses like the Series 7 and Series 66. The process involves passing exams, gaining experience, and developing skills in financial advising and client service, which can vary in difficulty depending on individual preparation and background.

What are the key skills and qualifications needed to thrive as a Financial Professional Associate, and why are they important?

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

Is $200,000 enough to work with a financial professional associate?

A Financial Professional Associate typically works with clients to develop financial plans and manage investments; the amount of money a client has, such as $200,000, can influence the scope of services provided. While $200,000 is a substantial sum that can support various financial strategies, the adequacy depends on individual goals and the advisor's fee structure, which may include commissions or flat fees. Clients with this amount often seek comprehensive planning, including retirement, estate, and investment management, and should discuss fee arrangements with their advisor.

What are Financial Professional Associates?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What does a financial associate do?

A financial professional associate supports financial advisors or firms by preparing client reports, analyzing financial data, and assisting with investment strategies. They often use financial software, maintain client records, and may pursue certifications like the Series 7 or Series 66 to enhance their expertise. The role typically involves a structured schedule and requires strong analytical and communication skills.

What are some common challenges faced by Financial Professional Associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

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

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

What cities near Edison, NJ are hiring for Financial Professional Associate jobs? Cities near Edison, NJ with the most Financial Professional Associate job openings:
Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Edison, NJ as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 24% Part Time, 2% Temporary, and 2% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $90,584 per year, or $43.5 per hour.

Associate, Financial Reporting

ING Group

New York, NY • On-site

Full-time

Medical, Retirement, PTO

Posted 5 days ago

Job description

Wholesale Banking | Financial Accounting | Associate, Financial Reporting| New York
About ING:
In the Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and services to domestic and international corporate and institutional clients.
When you come to work at ING, you're joining a team where individuality isn't just accepted, it's encouraged. We've built a culture that's fun, friendly and supportive - it's the kind of place where you can be yourself and make the most of whatever you have to offer.
We give people the freedom to take risks, think differently, take ownership of their work, and make great things happen. We're here to help you get ahead. And with our global network, there's plenty of scope to take your career in new directions, perhaps even ones you've never considered. ING Americas follows a hybrid work model, allowing for in-office / work from home flexibility. Hybrid work arrangements vary based on business area.
Sound like the kind of place you'd feel at home? We'd love to hear from you.
About the position:
The Finance Department is seeking an analytical, tech-forward, and adaptable Financial Reporting Associate. Operating within the Financial Accounting Team, this role is designed for a financial professional who excels at connecting the dots across complex global banking products and a global organization. The successful candidate will leverage advanced data analysis and business intelligence tools to optimize, test, and modernize Wholesale Banking financial, regulatory, and liquidity reporting workflows.
About the department:
The Finance department's key responsibility is management of the financial aspects of the Wholesale Banking business line. Complete and accurate presentation of financial, regulatory, and liquidity reporting for the Americas Region in accordance with applicable ING Group policies & procedures, accounting, and regulatory frameworks is our primary responsibility. It is our mission to maintain a holistic and robust reporting environment with accurate financial data and a substantial control framework. This role currently operates on a hybrid framework, requiring a minimum of two (2) days per week onsite at our New York City office.
Responsibilities:
  • Reporting delivery: Prepare and review the end-to-end production of compliant Head-Office Consolidated Financials and ECB Regulatory Reporting.
  • BI dashboard development: Build, maintain, and optimize Power BI dashboards and data visualizations to transform raw accounting data from core ledgers (e.g., Oracle PeopleSoft, SAP) into dynamic financial reports.
  • Data-driven variance analysis: Perform deep-dive balance sheet, income statement, and off-balance sheet variance analysis, utilizing business intelligence tools to isolate data anomalies and explain financial movements.
  • UAT & project testing: Actively participate in and execute User Acceptance Testing (UAT) and validation protocols for reporting infrastructure projects, systems migrations, and automated dashboard rollouts.
  • Process optimization: Streamline reporting workflows by reducing reliance on manual spreadsheets, designing clean data pipelines, and implementing automated validation checks.
  • Financial data ownership: Take proactive ownership of the quality, reliability, and audit trail of financial reports, ensuring backend data mappings are clean and well-documented.
  • Stakeholder liaison: Actively collaborate and liaise across multiple Finance teams, Risk, Treasury, Operations, Front Office, and internal/external auditors to resolve data dependencies.
  • Strategic advisory: Translate complex variance analyses and dashboard insights into highly actionable recommendations for Senior Management and Business Heads.

Qualifications and Competencies
  • Experience: 4+ years in financial reporting, regulatory reporting, or a combined banking accounting function with a strong portfolio of data visualization work.
  • Regulatory & framework expertise: Strong understanding of accounting principles and financial reporting concepts related to Wholesale Banking products. Direct experience with IFRS frameworks and European regulatory reports (e.g., FINREP, LCR DA, or ECB Stress Testing) is preferred. Knowledge of US GAAP is highly ideal.
  • Academic background: Degree in Accounting or Finance; a CPA or equivalent professional certification is highly preferred.
  • Data analysis & BI skills: Hands-on experience building and deploying interactive Power BI dashboards; familiarity with data modeling and mapping unstructured data into structured visualizations.
  • Tech stack: High proficiency in the MS Office Suite; working knowledge of SQL or Python for backend data manipulation is a major plus alongside Power BI.
  • AI & innovation mindset: An open, adaptable mindset toward leveraging generative AI assistants (e.g., Microsoft Copilot) to accelerate code writing, debug complex formulas, and automate routine documentation.
  • Accountability: Demonstrates strict accountability and a proven ability to deliver high-quality, reliable outcomes.
  • Problem-solving: Positive, proactive mindset with strong analytical skills and independent thinking capabilities to isolate data anomalies.
  • Detail orientation: Exceptional attention to detail and organizational skills to ensure a clean audit trail.
  • Communication & presence: Clear, concise, and accurate communication skills (both written and verbal), with a distinct ability to tell a financial story visually through data to non-finance audiences and Senior Management.

Salary Range: $110,000-140,000
The salary range listed reflects base salary only. This role is eligible for participation in a discretionary bonus program.
In addition to comprehensive health benefits, a generous 401k savings plan, and competitive PTO, ING provides a broad array of benefits including adoption, surrogacy, and fertility services; student debt assistance; and subsidies for expenses associated with commuting and fitness.
ING is a committed equal opportunity employer. We welcome applicants of diverse backgrounds and hire without regard to race, gender, religion, national origin, citizenship, disability, age, sexual orientation, or any other characteristic protected by law. We celebrate these differences and rely upon your unique perspective to innovate and seize new opportunities. Come as you are.
ING Bank does not have a commercial banking license in the U.S. and therefore not permitted to conduct a commercial banking business in the U.S. Through its wholly owned subsidiary ING Financial Services LLC, and its affiliates, it offers a full array of wholesale products such as commercial lending and a full range of FM products and services.

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