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Financial Professional Associate Jobs in Edison, NJ

Cetera

Financial Support Associate I

Parsippany, NJ

The Financial Planning Support Associate will assist in the preparation of client asset management ... This individual must be an independent, flexible, professional person with the ability to make ...

Cetera

Financial Support Associate I

Parsippany, NJ

The Financial Planning Support Associate will assist in the preparation of client asset management ... This individual must be an independent, flexible, professional person with the ability to make ...

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Showing results 1-20

All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Edison, NJ

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 Jun 15, 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 earn a combination of salary and commissions or bonuses, with top earners reaching higher income levels after years of experience and a strong network. Achieving such income often requires significant business development and client management skills.

Is a CFP better than a CPA?

A Financial Professional Associate role typically involves financial planning and advising, where a CFP (Certified Financial Planner) credential demonstrates expertise in personal finance, estate planning, and investment management. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing services. The better credential depends on the specific job focus—CFPs are more suited for financial planning, while CPAs are ideal for accounting and tax-related roles.

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.

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 handle administrative tasks, maintain client records, and may use financial software, requiring strong organizational and communication skills. This role typically requires relevant certifications or training in finance or related fields.

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

For a Financial Professional Associate, $200,000 can be a substantial amount to invest or manage, depending on the client's financial goals and the advisor's fee structure. Many financial advisors require a minimum investment or net worth to provide comprehensive services, but some offer advice for lower amounts. The suitability depends on the specific services needed and the advisor's policies.

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 job categories do people searching Financial Professional Associate jobs in Edison, NJ look for? The top searched job categories for Financial Professional Associate jobs in Edison, NJ are:
Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Edison, NJ as of June 2026, with employment types broken down into 1% As Needed, 52% Full Time, 44% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $90,584 per year, or $43.5 per hour.
Senior Associate, Strategic Finance - GTM

Senior Associate, Strategic Finance - GTM

Vestwell

New York, NY • On-site

$115K - $125K/yr

Full-time

Medical, Life, Retirement

Posted 18 days ago

Job description

Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.
To learn more, visit vestwell.com
Who Are We Looking For?
At Vestwell, People make all the difference. As we continue to scale, Vestwell is looking for an exceptional Associate, Strategic Finance to join our finance team. In this role, you will report to Vestwell's Director of FP&A GTM (Go-To-Market), work closely with the CFO, and partner cross-functionally with senior leaders, particularly within the Sales & Marketing organizations.
What Will You Be Doing?
As an Associate, Strategic Finance, you will serve as a strategic, individual contributor, supporting leadership with financial analysis, modeling, and strategic decision-making. This is a high-impact role that requires independent judgment, analytical rigor, and the ability to translate a high volume of complex data into actionable insights that influence decision making. You will play a meaningful role in shaping Vestwell's financial strategy, supporting executive decision-making, and helping guide the company's long-term trajectory. You will own Vestwell's revenue model, lead revenue forecasting, assist in the creation and reporting of sales-related KPIs, and provide support on various projects and ad-hoc analyses.
Day-to-Day, You May Also Be Expected To:
  • Own, refine, and manage Vestwell's revenue model, a core input into Vestwell's overall operating model.
  • Develop and maintain a flash forecasting process to proactively identify, assess, and communicate risks & opportunities to key stakeholders.
  • Build and maintain sales-related KPIs & reporting to surface trends, risks & opportunities, and provide actionable insights to increase efficiency and drive growth.
  • Conduct ad-hoc analyses and provide support on a variety of strategic initiatives.
  • Partner closely with Finance, Sales, Marketing, and Operations to refine assumptions and model inputs.
  • Analyze, synthesize, and clearly communicate financial and operational metrics to enable informed decision-making across the business.

Requirements
The Necessities
  • 2-3+ years of relevant experience, with 2+ years at a top-tier investment bank strongly preferred.
  • Exceptional financial modeling and analytical skills.
  • Advanced Excel and PowerPoint skills are required.
  • Strong attention to detail coupled with the ability to uplevel and simplify to drive clarity.
  • Strong organizational skills including the ability to handle multiple projects simultaneously, and deliver exceptional work under tight timelines.
  • Team player with excellent interpersonal, and written communication skills.
  • Self-motivated with success in thriving in a dynamic and sometimes ambiguous environment.

The Extras
  • Experience going through an IPO in a Strategic Finance or FP&A function is a plus.
  • Financial accounting knowledge is a plus.
  • Startup, FinTech, Tech, and/or Financial Services experience would be helpful.

This role will be based in our New York City office, and will be part of Vestwell's hybrid in-office operation.
The expected base salary range for this position is $115K - $125K, plus performance base bonus. This position is eligible to participate to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
OUR BENEFITSWe're an innovative, high-growth company with an exciting future ahead. At Vestwell, we prioritize employee wellbeing through comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. Our hybrid work model offers flexibility while providing access to our collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. And, of course, as a company focused on helping people save for the future, we offer a competitive 401(k) plan.
OUR PROCESS
Our interview process starts the same for every candidate with 1-2 introductory conversations to learn more about your background, interests, and what you're looking for, while also giving you the opportunity to learn more about Vestwell and the team. From there, the process varies by role but typically includes a skills or experience-based assessment, such as a coding interview, portfolio review, or deeper discussion of your relevant experience. Successful candidates then move on to a virtual or in-person interview panel. Before extending an offer, we complete a reference check with a current or former manager and a peer. Throughout the process, we prioritize transparency, clear communication, and minimizing surprises.
For your awareness you will only receive correspondence from recruiting@vestwell.com any other domain not ending in Vestwell.com is not our Recruitment team.
Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

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