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Financial Jobs in Matawan, NJ (NOW HIRING)

Integrated Financial Concepts

Financial Planner

Red Bank, NJ · On-site

$78K - $104K/yr

Description We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in ...

Ameriprise Financial

Financial Advisor

New York, NY · On-site

$55K - $66K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Ameriprise Financial

Financial Advisor

New York, NY · On-site

$55K - $66K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

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All JobsFinancial JobsFinancial Jobs in Matawan, NJ

Financial information

See Matawan, NJ salary details

$32.5K

$74K

$118.8K

How much do financial jobs pay per year?

As of Jul 30, 2026, the average yearly pay for financial in Matawan, NJ is $74,006.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,000.00 and $95,100.00 per year, depending on experience, location, and employer.

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall to medium businesses, accounting services

Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.

What are financial professionals?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.
What are the most commonly searched types of Financial jobs in Matawan, NJ? The most popular types of Financial jobs in Matawan, NJ are:
What cities near Matawan, NJ are hiring for Financial jobs? Cities near Matawan, NJ with the most Financial job openings:
Financial jobs near you
Infographic showing various Financial job openings in Matawan, NJ as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $74,006 per year, or $35.6 per hour.

Financial Planner

Integrated Financial Concepts

Red Bank, NJ

$250K/yr

Full-time

Re-posted 13 days ago

Job description

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation:

$95,000 - $250,000 commission based


Responsibilities:
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
  • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations

Qualifications:
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Bachelor’s degree in business administration, finance, or related field is required

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.