Wealth Management Associate Jobs in New Jersey
Wealth Management Associate jobs in New Jersey concentrate heavily in private banking, financial planning, and high-net-worth client services, with the state's dense corridor of wealth making it among the most active markets on the East Coast for this role, from entry-level client service positions through senior associate titles. The bulk of hiring runs through Newark, Jersey City, and Princeton, where firms like Morgan Stanley, UBS, and Merrill Lynch maintain significant operations. The most in-demand specialties are portfolio administration, retirement planning, and estate and trust services. Find a role that fits below and apply directly.
Find JobsOverview
Showing 5 of 48+ Wealth Management Associate jobs
As a Lead Software Engineer at JPMorganChase within the Asset & Wealth Management, Wealth Management Investments Platform, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
- Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or breakdown technical problems
- Develops secure and high-quality production code, and reviews and debugs code written by others
- Drives team adoption of enterprise-authorized AI-assisted engineering practices within the work environment to improve code quality, delivery speed, and operational outcomes (e.g., AI-assisted code review/refactoring, test strategy acceleration, incident/root-cause analysis support), while establishing consistent validation standards (secure coding, peer review, automated testing) and promoting reuse of effective patterns across the team.
- Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise-authorized AI-assisted development and automation capabilities, to improve the value realized by automation.
- Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
- Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
- Formal training or certification on software engineering concepts and 5+ years applied experience
- Proven hands-on experience delivering system design, application development, testing, and operational stability in production environments
- Advanced proficiency in Java (enterprise backend development), with strong practical experience building services using Spring Boot (or equivalent Java frameworks)
- Working knowledge of microservices, REST APIs, SQL and NoSQL databases
- Hands-on experience with Kafka, IBM MQ, Kubernetes (K8s), Redis, Amazon MSK, and AWS services to deliver scalable, efficient systems.
- Contribute to technical documentation and service APIs (Swagger/OpenAPI), ensuring strong logging, auditability, security, and monitoring.
- Hands-on cloud-native experience (AWS), including building/deploying/operating services in a cloud environment
- Demonstrated experience leading effective use of enterprise-authorized AI-assisted software development tools within the work environment (e.g., for coding, code review, test acceleration, troubleshooting) with the ability to set team expectations for validating AI outputs for correctness, performance, and security
- Strong understanding of responsible AI use in engineering workflows, including data sensitivity considerations, secure handling of inputs/outputs, and adherence to resiliency and security expectations; experience coaching senior engineers/leads on compliant usage patterns and controls.
- Ability to tackle design and functionality problems independently with little to no oversight
- JavaScript / Typescript experience is a plus
- Familiarity with trading systems; exposure to the FIX protocol is a plus
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
As a Lead Software Engineer at JPMorganChase within the Asset & Wealth Management, Wealth Management Investments Platform, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
- Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or breakdown technical problems
- Develops secure and high-quality production code, and reviews and debugs code written by others
- Drives team adoption of enterprise-authorized AI-assisted engineering practices within the work environment to improve code quality, delivery speed, and operational outcomes (e.g., AI-assisted code review/refactoring, test strategy acceleration, incident/root-cause analysis support), while establishing consistent validation standards (secure coding, peer review, automated testing) and promoting reuse of effective patterns across the team.
- Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise-authorized AI-assisted development and automation capabilities, to improve the value realized by automation.
- Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
- Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
- Formal training or certification on software engineering concepts and 5+ years applied experience
- Proven hands-on experience delivering system design, application development, testing, and operational stability in production environments
- Advanced proficiency in Java (enterprise backend development), with strong practical experience building services using Spring Boot (or equivalent Java frameworks)
- Working knowledge of microservices, REST APIs, SQL and NoSQL databases
- Hands-on experience with Kafka, IBM MQ, Kubernetes (K8s), Redis, Amazon MSK, and AWS services to deliver scalable, efficient systems.
- Contribute to technical documentation and service APIs (Swagger/OpenAPI), ensuring strong logging, auditability, security, and monitoring.
- Hands-on cloud-native experience (AWS), including building/deploying/operating services in a cloud environment
- Demonstrated experience leading effective use of enterprise-authorized AI-assisted software development tools within the work environment (e.g., for coding, code review, test acceleration, troubleshooting) with the ability to set team expectations for validating AI outputs for correctness, performance, and security
- Strong understanding of responsible AI use in engineering workflows, including data sensitivity considerations, secure handling of inputs/outputs, and adherence to resiliency and security expectations; experience coaching senior engineers/leads on compliant usage patterns and controls.
- Ability to tackle design and functionality problems independently with little to no oversight
- JavaScript / Typescript experience is a plus
- Familiarity with trading systems; exposure to the FIX protocol is a plus
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
See All 48 Wealth Management Associate Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in New Jersey
Where New Jersey roles are concentrated, by current openings.
Wealth Management Associate Job Market in New Jersey
A snapshot from current New Jersey openings, updated as new roles post.
Who's Hiring
- JPMorganChase15
- PNC Financial Services9
- Bank of America4
- Equitable Advisors3
- PwC2
Top Industries Hiring
- Consulting & Professional Services
- Insurance
What New Jersey Employers Look For
The qualifications that appear most often in wealth management associate jobs across New Jersey.
- Active FINRA Series 7 and Series 66 licenses required or must obtain within 90 days
- Bachelor's degree in finance, economics, accounting, or a closely related field
- One to three years of experience in financial services, banking, or client advisory support
- Proficiency with CRM platforms and financial planning software such as Salesforce or eMoney
- Strong client communication skills and ability to manage multiple high-net-worth relationships
- CFP candidacy or progress toward Certified Financial Planner designation preferred
Wealth Management Associate Jobs in New Jersey: Frequently Asked Questions
How do you become a wealth management associate in New Jersey?
Most wealth management associate roles in New Jersey require a bachelor's degree in finance, economics, or accounting plus FINRA Series 7 and Series 66 licenses, which are federally administered but required by New Jersey broker-dealer employers. You register through FINRA's Central Registration Depository, and New Jersey itself does not issue a separate state wealth management license. Many candidates begin in bank branch roles or financial analyst positions before transitioning into associate-level wealth management.
How much do wealth management associates make in New Jersey?
Wealth management associates 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 management associates in New Jersey?
New Jersey wealth management associate roles are posted by JPMorganChase, PNC Financial Services, and Bank of America and others right now, based on current listings on Migrate Mate as of September 2026. New Jersey's dense concentration of financial services firms, particularly along the Jersey City waterfront and in the Princeton corridor, means a broad range of national wirehouse branches and regional RIAs consistently post openings throughout the year.
Which New Jersey cities have the most wealth management associate jobs?
Jersey City, Bridgewater, and Township of Hamilton have the most wealth management associate openings in New Jersey. Jersey City leads because of its proximity to Wall Street and the concentration of major financial services back-office and advisory operations along the Hudson waterfront, while Princeton and Newark draw openings from regional banks, independent RIAs, and the institutional asset management firms headquartered in central New Jersey.
Are there remote wealth management associate jobs in New Jersey?
Yes, but they're less common than in purely analytical roles, since client-facing relationship work often requires in-person meetings. About 14% of wealth management associate openings tied to New Jersey are remote or hybrid as of September 2026, with hybrid arrangements more prevalent than fully remote. The parts of the role most likely to be remote are financial planning preparation, portfolio reporting, and back-office client service support rather than direct advisory meetings.
How can I get hired as a wealth management associate in New Jersey with little or no experience?
The most realistic entry path is through a bank's financial advisor development program or a client associate role at a wirehouse branch. Firms with large New Jersey footprints, including those in Jersey City and Parsippany, regularly hire candidates directly out of college into client service associate positions that lead to licensed associate roles within one to two years. Passing the Series 7 exam before applying, even without employer sponsorship, signals seriousness and gives candidates a concrete edge over other new entrants.
Where can I find and apply to wealth management associate jobs in New Jersey?
You can find and apply to wealth management associate jobs in New Jersey on Migrate Mate, which lists current New Jersey openings across firm types and experience levels. Find the roles that fit your background and apply directly to the ones that match.
See All 48 Wealth Management Associate Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
Find Jobs