Wealth Advisor Jobs in New Jersey
Wealth Advisor jobs in New Jersey draw strong, consistent demand across private banking, independent registered investment advisory firms, and the wealth management divisions of major financial institutions, with openings at every level from associate advisor through senior portfolio manager. The densest hiring is in Newark, Jersey City, and Princeton, where firms like Morgan Stanley, Merrill Lynch, and UBS maintain substantial New Jersey operations. The most sought-after specialties include high-net-worth financial planning, estate and tax strategy, and retirement income planning. Find a role that fits below and apply directly.
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Showing 5 of 21+ Wealth Advisor jobs
About Us
WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction.
www.wealthbridgefg.com
The Opportunity
We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professional in our New Jersey Location. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way.
What You’ll Do
- Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years.
- Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning.
- Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions.
- Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
- Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you.
- Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead.
Requirements
Ideal Candidate
- Requirements
- Active Life & Health license in New York, in good standing. Additional state licenses are a plus.
- 2+ years of experience selling life insurance, with a proven production track record.
- Strong product knowledge across term, whole life, universal life, and indexed universal life (IUL).
- Consultative sales skills. You can uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
- An established network or book of business, or a demonstrated ability to generate your own clients through referrals and prospecting.
- Excellent communication and relationship-building skills, with a record of client retention and repeat business.
- Analytical and problem-solving ability to evaluate client situations and present clear, compliant recommendations.
- Comfort with technology, including illustration software, CRM systems, and digital client engagement tools.
- Preferred Qualifications
- Bachelor’s degree in finance, economics, business, or a related field
- Experience with advanced markets cases, including premium finance, business succession, executive benefits, or estate planning
- Familiarity with carriers such as National Life, Pacific Life, Prudential, Lincoln, or North American
- Annuity experience and/or securities licenses (SIE, Series 6, 7, 63, 65, or 66)
- Professional designations such as CLU®, ChFC®, LUTCF, or CFP®, or progress toward one
- Interest in building and leading a team
Benefits
What Sets Us Apart
- You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases.
- Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients.
- Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build.
- We invest in you from day one. That includes licensing support, ongoing training, clear career growth opportunities, and continued professional development as you advance.
- Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact.
- Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.
Benefits That Take Care of You
- Top-tier health coverage with medical, dental, and vision plans for you and your dependents
- 401(k) with company match to help you build long-term financial security
- Life and disability insurance for added peace of mind
- Wellness programs and mental health resources to support you inside and outside the office
About Us
WealthBridge Financial Group helps individuals, families, and business owners build, protect, and grow their wealth. We don’t do one-size-fits-all. Every strategy is personalized and forward-thinking, and it’s grounded in innovation, collaboration, and education. We aim to be the advisors clients trust for life, not just for one transaction.
www.wealthbridgefg.com
The Opportunity
We’re growing, and we’re looking for driven, entrepreneurial people to join us as Financial Professional in our New Jersey Location. You’ll sit across the table from clients, help them map out their financial future, and build a practice that’s truly yours. You’ll have an experienced, collaborative team behind you every step of the way.
What You’ll Do
- Build lasting relationships. You’ll earn clients’ trust with a consultative, client-first approach that keeps them with you for years.
- Design custom strategies. You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate planning.
- Educate and empower. You’ll break down complex topics so clients can make confident, informed decisions.
- Bring in the experts. You’ll partner with internal specialists, CPAs, and other professionals to deliver holistic solutions.
- Grow your book. You’ll expand your client base through networking, referrals, and marketing, with our support behind you.
- Stay sharp. You’ll keep up with market trends, new products, and evolving planning strategies so your clients stay ahead.
Requirements
Ideal Candidate
- Requirements
- Active Life & Health license in New York, in good standing. Additional state licenses are a plus.
- 2+ years of experience selling life insurance, with a proven production track record.
- Strong product knowledge across term, whole life, universal life, and indexed universal life (IUL).
- Consultative sales skills. You can uncover client needs and design solutions for protection, wealth accumulation, and legacy planning.
- An established network or book of business, or a demonstrated ability to generate your own clients through referrals and prospecting.
- Excellent communication and relationship-building skills, with a record of client retention and repeat business.
- Analytical and problem-solving ability to evaluate client situations and present clear, compliant recommendations.
- Comfort with technology, including illustration software, CRM systems, and digital client engagement tools.
- Preferred Qualifications
- Bachelor’s degree in finance, economics, business, or a related field
- Experience with advanced markets cases, including premium finance, business succession, executive benefits, or estate planning
- Familiarity with carriers such as National Life, Pacific Life, Prudential, Lincoln, or North American
- Annuity experience and/or securities licenses (SIE, Series 6, 7, 63, 65, or 66)
- Professional designations such as CLU®, ChFC®, LUTCF, or CFP®, or progress toward one
- Interest in building and leading a team
Benefits
What Sets Us Apart
- You’re never on your own. You’ll work alongside a network of experienced professionals and mentors, and you’ll have consultants through Integrated Wealth Resources to help with complex client cases.
- Tools that do the heavy lifting. We provide advanced planning resources, digital marketing support, and business development systems so you can focus on clients.
- Your career, your way. The path is flexible and built for entrepreneurs, so you can grow at your own pace and shape what you build.
- We invest in you from day one. That includes licensing support, ongoing training, clear career growth opportunities, and continued professional development as you advance.
- Modern technology. Our platforms streamline client engagement and planning, so you spend less time on paperwork and more time making an impact.
- Integrity comes first. Our culture is built on doing right by clients, embracing innovation, and earning trust over the long term.
Benefits That Take Care of You
- Top-tier health coverage with medical, dental, and vision plans for you and your dependents
- 401(k) with company match to help you build long-term financial security
- Life and disability insurance for added peace of mind
- Wellness programs and mental health resources to support you inside and outside the office
See All 21 Wealth Advisor Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in New Jersey
Where New Jersey roles are concentrated, by current openings.
Wealth Advisor Job Market in New Jersey
A snapshot from current New Jersey openings, updated as new roles post.
Who's Hiring
What New Jersey Employers Look For
The qualifications that appear most often in wealth advisor jobs across New Jersey.
- FINRA Series 65 or Series 66 registration required or eligible to obtain in New Jersey
- Bachelor's degree in finance, economics, business, or a closely related field
- CFP certification strongly preferred or actively in progress
- Minimum two to five years of financial planning or client relationship management experience
- Proven ability to build and retain a book of clients in a competitive market
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce CRM
Wealth Advisor Jobs in New Jersey: Frequently Asked Questions
How do you become a wealth advisor in New Jersey?
To work as a wealth advisor in New Jersey, you typically need a bachelor's degree in finance or a related field, followed by passing the FINRA Series 65 exam to register as an Investment Adviser Representative or the Series 7 and Series 66 combination for broker-dealer roles. New Jersey does not issue a separate state wealth advisor license, but investment adviser representatives must register with the New Jersey Bureau of Securities. Earning a CFP designation significantly strengthens your candidacy at most firms.
How much do wealth advisors make in New Jersey?
Wealth advisors 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 wealth advisors in New Jersey?
Employers hiring wealth advisors in New Jersey right now include PNC Financial Services, Wealthbridge Financial, and JPMorganChase, based on current listings on Migrate Mate as of November 2026. New Jersey's proximity to major Wall Street firms and its large concentration of high-net-worth households in communities like Short Hills, Princeton, and Rumson make it a particularly active market for wealth management hiring.
Which New Jersey cities have the most wealth advisor jobs?
The cities with the most wealth advisor openings in New Jersey are Princeton, Cherry Hill, and Nutley. Newark and Jersey City lead because of their dense concentration of financial services headquarters and regional offices, while Princeton and the surrounding Mercer County corridor attract openings tied to university endowment management, independent RIAs, and the affluent suburban client base those firms serve.
Are there remote wealth advisor jobs in New Jersey?
Yes, but they are less common than in purely analytical roles because wealth advising relies heavily on in-person client relationship-building. About 73% of wealth advisor openings tied to New Jersey are remote or hybrid as of November 2026, reflecting the industry's gradual shift toward flexible models. Client-facing relationship and business development functions almost always require an in-office or local presence, while financial planning analysis and portfolio review work is most likely to be offered remotely.
How can I get hired as a wealth advisor in New Jersey with little or no experience?
The most realistic entry path is through a financial advisor associate or client service associate program at a large firm with New Jersey offices, such as Merrill Lynch, Morgan Stanley, or Edward Jones, all of which run structured new-advisor development programs that pair trainees with senior advisors. Roles like financial planning associate, client services specialist, or bank personal banker at New Jersey community banks and credit unions also serve as strong lateral moves into wealth management. Passing the Series 65 exam before you apply gives you a concrete credential that separates you from other entry-level candidates.
Where can I find and apply to wealth advisor jobs in New Jersey?
You can find and apply to wealth advisor jobs in New Jersey on Migrate Mate, which lists current New Jersey openings from employers actively hiring in the state. Search the listings, find roles that match your experience and location, and apply directly to each one.
See All 21 Wealth Advisor Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
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