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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 Aug 29, 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.

What is a financial professional associate?

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 are the key skills and qualifications needed to thrive as a financial professional associate?

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 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:

Infographic showing various Financial Professional Associate job openings in Edison, NJ as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 22% Part Time, 3% Temporary, and 5% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $90,584 per year, or $43.5 per hour.

Investor Coverage (Lev Loan / High Yield), BRM Corp, Senior Market Research Associate- New York

Fitch Solutions

Manhattan, NY • On-site

Full-time

Posted 5 days ago


Job description

As one of the world's top three credit ratings agencies, Fitch Ratings plays a critical role in global capital markets by providing supplementary credit analysis, ratings, research, and commentary to financial market participants. For over 100 years, Fitch Ratings has been creating value for global markets through its rigorous analysis and deep expertise, which have resulted in a variety of market leading tools, methodologies, indices, research, and analytical products. Fitch Ratings is part of Fitch Group, a global leader in financial information services with operations in more than 30 countries, which also includes Fitch Solutions. With dual headquarters in London and New York, Fitch Group is owned by Hearst.


At Fitch Ratings, credit analysts play a pivotal role in moving markets, as quality credit analysis is the lifeblood of our organization. With a legacy of over a century, our unique approach to credit ratings offers unmatched opportunities for professional growth. Embracing a "challenger mindset," you'll join a team dedicated to innovating service to our clients. Our people-driven analysis thrives on collaboration across all levels and locations, surpassing traditional financial modeling. Lastly, as part of our global community, you'll find inspiration, challenge, and support, with ample opportunities for visibility and influence in the global financial marketplace.


Want to learn more about a career as a credit analyst at Fitch Ratings? Visit: https://careers.fitch.group

Fitch Ratings is currently seeking a Senior Market Research Associate to join the Business Relationship Management (BRM) team in New York.

This role will support the Senior Director, Head of Investor Coverage for BRM Corporates, with a primary focus on investor outreach to CLO managers and high yield bond investors. Secondary focus will help the broader BRM Corporates effort across Leveraged Finance (Banks and PE).  The Associate Director will work closely with senior team members to help develop and enhance relationships across strategic investor accounts, with the goal of supporting new ratings mandates, revenue opportunities, and broader dialogue across the fixed income capital markets.

The Team

This role will be part of Fitch's Business Relationship Management organization and will support investor coverage efforts within BRM Corporates. The position will partner closely with senior members of the team and coordinate with colleagues across banker, issuer, investor, and product teams to support strategic outreach and business development efforts.

What We Offer

  • A pivotal role in assisting the senior team in building and maintaining influential relationships across strategic accounts.
  • The opportunity to contribute to the growth and development of Fitch's new and ongoing initiatives, particularly across CLO managers, leveraged finance investors, and broader investor outreach efforts.

We'll Count on You To

  • Assist the senior team in developing new and enhancing existing relationships across strategic investor accounts, ultimately leading to new ratings mandates, revenue opportunities, and dialogue across the fixed income capital markets.
  • Support the Senior Director, Head of Investor Coverage for BRM Corporates in maintaining active dialogue with CLO managers and building relationships with key contacts across investor firms.
  • Help expand outreach over time into broader loan and high yield investor accounts.
  • Coordinate with other BRM colleagues across regional and product teams to align outreach, target lists, and firm messaging, and to arrange senior-level relationship meetings.
  • Develop a strong institutional knowledge of target accounts, including business platforms, funds, ratings requirements, strategies, new asset generation, organizational structures, and key personnel; maintain records of relationship touchpoints, opportunities reviewed, missed, and completed.
  • Research, develop, and prepare pitch books, marketing materials, and case studies tailored to specific firms, sectors, or opportunities. 
  • Run pipeline and market share reports to support strategic insights and business development activity.
  • Stay abreast of market trends, industry developments, and relevant client activity.
  • Review CLO indentures and support identification of ratings-related considerations and business development opportunities.
  • Attend client meetings and pitches alongside senior team members.
  • Secondary responsibility: Provide support to senior members of the Banker Leveraged Finance team, including developing new and enhancing existing relationships with associate/VP-level banker professionals.
    • Responsible for research, development, preparation and presentation of marketing messages to external parties highlighting factors which differentiate Fitch and its published ratings and research from the competition
    • Developing pitch books, marketing case studies and content applicable to a specific sector or vertical for an upcoming or prospective meeting
    • Creating, coordinating and implementing outreach plans

What You Need to Have

  • A college degree, preferably in business, finance, or economics.
  • 2-4 years of relevant experience, preferably in leveraged finance, CLOs, high yield syndicate, loan sales, capital markets, or at a rating agency.
  • An understanding of CLOs.
  • Client-facing experience and the ability to build and maintain external relationships.
  • Strong communication skills and the ability to work both independently and collaboratively.
  • Proficiency in Microsoft Office (PowerPoint, Excel, Word) and Salesforce.
  • Ability to travel as required.

What Would Make You Stand Out

  • Experience within Structured Finance.
  • Existing relationships and/or experience with large asset managers, insurance companies, and private equity firms.
  • Familiarity with financial data systems such as Bloomberg, Intex, Trepp.
  • An energetic, proactive approach and willingness to travel for meetings and conferences.

Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch's credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch Ratings you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work.
Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.

FOR NEW YORK: Expected base pay rates for the role are between $85,000 and $100,000 per year. Actual salaries will be determined on an individual basis and may vary based on factors including, but not limited to, education, training, experience, past performance, and other job-related considerations. Base pay is one component of Fitch's total compensation package, which may also include commission earnings, discretionary bonuses, long-term incentives, and other benefits sponsored by Fitch, depending on the position. 

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