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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College Financial Representative - Summer 2027
Northwestern Mutual is excited to share our upperclassmen exclusive internship. Students will gain hands-on experience in financial advising and wealth management. Additionally, students will be eligible for industry licenses, all with the mentorship and support of our tenured team.
If you are outgoing, have high energy, and love new challenges everyday then this is something you want to explore. This is an excellent opportunity for students with an entrepreneur mindset, who desire the ability to run their own business, control their own schedule, and still have the luxury of being backed by a Fortune 500 Company.
This is a high-level internship designed for upperclassmen specifically. Our interns work alongside the full time Wealth Management Advisors to provide expert guidance and innovative solutions for individuals and businesses.
You could be right for this opportunity if you have/are:
· Entrepreneur Mindset
· Coachable/Adaptable
· Strong Work Ethic
· Time Management Skills
· People Oriented/Customer Service Experience
· Desire to Help Others
· Strong Test Taking Abilities
Advantages for Students
· Opportunity for full time career upon graduation.
· State Licensing: Life and Health
· Ability to pursue further investment licenses including but not limited to SIE, Series 6, Series 63, Series 7
· Control your own schedule.
· Ability to generate income while a student.
· Potential travel opportunities for select students who qualify.
Daily Responsibilities
· Attend in-person group trainings with your College Unit Directors.
· Schedule interviews and appointments with potential clients.
· Consult with clients over their financial goals (alongside experienced Advisor).
· Prepare financial plans and recommendations for clients.
Job Type: Internship
Benefits:
- Flexible schedule
Application Question(s):
- Willingness to undergo required background check processes?
Ability to Commute:
- Princeton, NJ 08540 (Required)
Work Location: In person
College Financial Representative - Summer 2027
Northwestern Mutual is excited to share our upperclassmen exclusive internship. Students will gain hands-on experience in financial advising and wealth management. Additionally, students will be eligible for industry licenses, all with the mentorship and support of our tenured team.
If you are outgoing, have high energy, and love new challenges everyday then this is something you want to explore. This is an excellent opportunity for students with an entrepreneur mindset, who desire the ability to run their own business, control their own schedule, and still have the luxury of being backed by a Fortune 500 Company.
This is a high-level internship designed for upperclassmen specifically. Our interns work alongside the full time Wealth Management Advisors to provide expert guidance and innovative solutions for individuals and businesses.
You could be right for this opportunity if you have/are:
· Entrepreneur Mindset
· Coachable/Adaptable
· Strong Work Ethic
· Time Management Skills
· People Oriented/Customer Service Experience
· Desire to Help Others
· Strong Test Taking Abilities
Advantages for Students
· Opportunity for full time career upon graduation.
· State Licensing: Life and Health
· Ability to pursue further investment licenses including but not limited to SIE, Series 6, Series 63, Series 7
· Control your own schedule.
· Ability to generate income while a student.
· Potential travel opportunities for select students who qualify.
Daily Responsibilities
· Attend in-person group trainings with your College Unit Directors.
· Schedule interviews and appointments with potential clients.
· Consult with clients over their financial goals (alongside experienced Advisor).
· Prepare financial plans and recommendations for clients.
Job Type: Internship
Benefits:
- Flexible schedule
Application Question(s):
- Willingness to undergo required background check processes?
Ability to Commute:
- Princeton, NJ 08540 (Required)
Work Location: In person
See All 21 Financial Planning Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
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, New Jersey Resources, and Merck, based on current listings on Migrate Mate as of November 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?
Princeton, 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 73% of financial planning openings tied to New Jersey are remote or hybrid as of November 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 21 Financial Planning Jobs in New Jersey
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