Financial Planning Jobs in New Jersey
Financial planning jobs in New Jersey are consistently in demand, with strong hiring concentrated in wealth management, corporate finance, retirement planning, and insurance-linked advisory services at every level from entry-level analyst through senior wealth advisor. The largest hiring centers are Newark, Princeton, and Morristown, where firms like Prudential Financial, Merrill Lynch, and Moody's maintain deep operations and regularly bring on planning professionals. Estate planning, fee-only advisory work, and 401(k) plan consulting are among the most sought-after specialties in the state. Find a role that fits below and apply directly.
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Showing 5 of 25+ Financial Planning jobs
A 29-year-old financial planning practice expanded in Ridgewood and Chatham offices seeking an individual who wants to assist a Certified Financial Planner. Must be able to talk with clients, understand finance, and multitask. Ideally, a candidate will have experience working on both large and small scale projects as the job entails both. A BA degree and office experience in financial services is a requirement.
Requirements: A Bachelor's Degree. Must be proficient in Microsoft Word, Excel, and Outlook on PC. Experience in financial services is a prerequisite.
Salary and Benefits compensation are negotiable and based on experience.
Benefit Conditions:
- Only full-time employees eligible
This Job Is:
- A job for which military experienced candidates are encouraged to apply
Work Remotely
- No
Responsibilities
- Assist financial planners in creating financial plans for clients based on their goals and risk tolerance.
- Conduct research on investment opportunities and present findings to the team.
- Support in managing client portfolios and monitoring their performance.
- Collaborate with the sales team to provide financial product information to clients.
- Assist in preparing financial reports and documents for client meetings.
- Maintain client records accurately and ensure confidentiality of sensitive information.
_Portfolio management and trading
Job Type: Full-time
Pay: $60,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
- Vision insurance
Education:
- Bachelor's (Required)
Experience:
- Finance: 2 years (Required)
License/Certification:
- Series 7 (Required)
- Life & Health Insurance License (Preferred)
Ability to Commute:
- Ridgewood, NJ 07450 (Required)
Work Location: In person
A 29-year-old financial planning practice expanded in Ridgewood and Chatham offices seeking an individual who wants to assist a Certified Financial Planner. Must be able to talk with clients, understand finance, and multitask. Ideally, a candidate will have experience working on both large and small scale projects as the job entails both. A BA degree and office experience in financial services is a requirement.
Requirements: A Bachelor's Degree. Must be proficient in Microsoft Word, Excel, and Outlook on PC. Experience in financial services is a prerequisite.
Salary and Benefits compensation are negotiable and based on experience.
Benefit Conditions:
- Only full-time employees eligible
This Job Is:
- A job for which military experienced candidates are encouraged to apply
Work Remotely
- No
Responsibilities
- Assist financial planners in creating financial plans for clients based on their goals and risk tolerance.
- Conduct research on investment opportunities and present findings to the team.
- Support in managing client portfolios and monitoring their performance.
- Collaborate with the sales team to provide financial product information to clients.
- Assist in preparing financial reports and documents for client meetings.
- Maintain client records accurately and ensure confidentiality of sensitive information.
_Portfolio management and trading
Job Type: Full-time
Pay: $60,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Tuition reimbursement
- Vision insurance
Education:
- Bachelor's (Required)
Experience:
- Finance: 2 years (Required)
License/Certification:
- Series 7 (Required)
- Life & Health Insurance License (Preferred)
Ability to Commute:
- Ridgewood, NJ 07450 (Required)
Work Location: In person
See All 25 Financial Planning Jobs in New Jersey
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Find Financial Planning JobsFinancial Planning Jobs by City in New Jersey
Where New Jersey roles are concentrated, by current openings.
Financial Planning Job Market in New Jersey
A snapshot from current New Jersey openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Healthcare & Medical Services
- Investment & Asset Management
What New Jersey Employers Look For
The qualifications that appear most often in financial planning jobs across New Jersey.
- Active Series 65 or Series 66 registration recognized in New Jersey by FINRA
- CFP certification or active progress toward CFP Board requirements preferred
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Experience with financial planning software such as eMoney, MoneyGuidePro, or NaviPlan
- Strong knowledge of tax planning, estate strategies, and retirement account regulations
- Excellent client communication skills and ability to explain complex plans clearly
Financial Planning Jobs in New Jersey: Frequently Asked Questions
How do you become a financial planning professional in New Jersey?
To work as a financial planner in New Jersey you typically need a bachelor's degree in finance, economics, or accounting, followed by passing the relevant FINRA licensing exams, most commonly the Series 65 or Series 66 for investment advisory work. New Jersey requires investment advisers to register with the New Jersey Bureau of Securities if advising clients in the state. Earning the CFP designation from the CFP Board significantly strengthens your candidacy with most employers.
How much do financial plannings make in New Jersey?
Financial plannings in New Jersey earn a median of about $158,570 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $78,860 for the lowest 10% to over $374,530 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial planners in New Jersey?
Employers hiring financial planners in New Jersey right now include LG Electronics, Rockefeller Capital Management, and ADP, based on current listings on Migrate Mate as of September 2026. New Jersey's deep concentration of insurance carriers, asset managers, and Fortune 500 corporate headquarters means openings appear across a wide range of firm sizes, from independent registered investment advisers to large institutional employers.
Which New Jersey cities have the most financial planning jobs?
Jersey City, Englewood Cliffs, and New Jersey have the highest concentration of financial planning openings in New Jersey. Newark and Morristown anchor the market through large financial services headquarters such as Prudential and major regional banks, while Princeton draws planning roles tied to its dense cluster of wealth management and asset management firms serving high-net-worth clients in central New Jersey.
Are there remote financial planning jobs in New Jersey?
Yes, and more than many client-facing fields. About 45% of financial planning openings tied to New Jersey are remote or hybrid as of September 2026, reflecting how much of the planning workflow, including financial modeling, plan preparation, and client calls, translates well to remote settings. Back-office and paraplanning roles tend to offer the most remote flexibility, while lead advisor roles usually require some in-person client contact.
How can I get hired as a financial planner in New Jersey with little or no experience?
The most realistic entry path is a paraplanner or financial planning associate role, which large New Jersey firms such as Prudential and regional registered investment advisers use to train candidates without client-facing experience. Completing the CFP Board's registered paraplanner coursework or earning a certificate in personal financial planning from a New Jersey college like Rutgers gives you a concrete credential employers recognize. Lateral moves from roles in banking, accounting, or insurance analysis are also common entry points.
Where can I find and apply to financial planning jobs in New Jersey?
You can find and apply to financial planning jobs in New Jersey on Migrate Mate, which lists current openings across the state. Search the listings, find roles that match your experience and location, and apply directly to the ones that fit.
See All 25 Financial Planning Jobs in New Jersey
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