Top 702 Finance associate Jobs in Matawan, Nj

Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement
NY Partner/Senior Associate: Financial services litigation/securities/FINRA
KeyStaff —Manhattan, NY
- $200,000 - $250,000 a year
- Email
- Writing skills
- Business development
- Analysis skills
Quick Apply
Senior Associate, Financial Planning & Analysis - Strategic Tech Finance
Capital One —New York, NY
- Email
- Military
- Mid-level
- Office
- Health insurance
Senior Associate- Financial Advisory Services
Confidential —East Brunswick, NJ
- $90,000 - $150,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- Research
- Profit sharing
- Paid holidays
Quick Apply
Consumer Equity Research Associate/ Vice President
Selby Jennings —New York, NY
- $140,000 - $175,000 a year
- Mid-level
- 3 years
- Analysis skills
Quick Apply
Senior Registered Client Service Associate - New York, NY
Raymond James Financial, Inc. —New York, NY
- $55,000 - $96,000 a year
- Full-time
- High school
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Associate Actuary - Hybrid
DW Simpson —New York, NY
- $200,000 a year
- 7 years
- Senior level
Quick Apply
Credit Associate ( Bilingual Japanese/English Required)
PASONA N A, INC. —New York, NY
- $78,000 - $125,000 a year
- Full-time
- Hybrid work
- 5 years
- English
- Research
9d
Associate Banker I - Piscataway (20hrs)
TD Bank —Piscataway, NJ
- $21.50 - $26.75 an hour
- Part-time
- Basic math
- Office
- High school diploma or GED
- Health insurance
- Paid time off
7d
Part Time Associate Banker Middlesex Somerset (30 hours)
JPMorganChase —Scotch Plains, NJ
- $25.00 - $30.48 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
1d
Part Time Associate Banker Staten Island (30 Hours)
JPMorganChase —Staten Island, NY
- $25.00 - $30.48 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
6d
Associate Banker II - Freehold (20)
TD Bank —Freehold, NJ
- $22.00 - $27.75 an hour
- Part-time
- Military
- Basic math
- Mid-level
- Health insurance
- Paid time off
Rotational Associates Program
D. E. Shaw & Co., L.P. —New York, NY
- $145,000 - $200,000 a year
- Office
- Bachelor's degree
- Entry level
- Health insurance
- 401(k) matching
Part Time (20 Hour) Associate Banker, Freehold Branch, Freehold, NJ
JPMorganChase —Freehold, NJ
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
2d
Equity Research Associate - Semiconductors
Jefferies & Company, Inc. —New York, NY
- $100,000 - $120,000 a year
- Full-time
- Microsoft Excel
- CPA
- Office
MARKET RISK ASSOCIATE I
BBVA —New York, NY
- $105,000 - $125,000 a year
- Full-time
- Office
- Master's degree
- Analysis skills
Private Equity Associate
Emigrant Capital —New York, NY
- $120,000 - $145,000 a year
- Full-time
- Office
- Analysis skills
- Project management
- Dental insurance
- 401(k) matching
Quick Apply
7d
Associate Banker I - Hillsborough (30 hour)
TD Bank —Hillsborough, NJ
- $23.25 - $29.75 an hour
- Part-time
- Basic math
- Office
- High school diploma or GED
- Health insurance
- Paid time off
3d
Associate Banker II- Red Bank, NJ (40 hours)
TD Bank —Red Bank, NJ
- $22.00 - $27.75 an hour
- Weekends as needed
- Military
- Basic math
- Mid-level
- Health insurance
- Paid time off
Research Associate, Internet
Royal Bank of Canada —New York, NY
- $100,000 - $160,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Disability insurance
- Health insurance
8d

I want to receive the latest job alert for finance associate in matawan, nj

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

finance associate jobs near matawan, nj

Private Equity Associate jobs in New York, NY

Financial Planning Manager jobs in New York, NY

Actuary jobs in New York, NY

Assistant Vice President jobs in New York, NY

Banker jobs in Staten Island, NY

Research Associate jobs in New York, NY

Leadership Development Program jobs in New York, NY

Credit Associate jobs in New York, NY

Senior Client Services Associate jobs in New York, NY

Personal Banker jobs in Lubbock, TX

Relationship Banker jobs in Orlando, FL

Relationship Banker jobs in Boca Raton, FL

Coldwell Banker jobs in Florida

Relationship Banker jobs in New York, NY

Personal Banker jobs in Manhattan, NY

Financial Advisory Coach jobs in Austin, TX

Financial Advisory Coach jobs in Nashville, TN

Basketball Coach jobs in Brooklyn, NY

Financial Analyst jobs in Huntsville, AL

Senior Financial Analyst jobs in Atlanta, GA

Associate Manager, Financial Planning

MissionSquare -
New York, NY

Apply Now

Job Details

Full-time
$84,880 - $127,330 a year

Benefits

401(k)
Financial planning services
Tuition reimbursement
401(k) matching

Qualifications

Customer communication
CFP
FINRA License
Stakeholder relationship building

Full Job Description

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.

$84,880.00 - $127,330.00

The Associate Manager, Financial Planning delivers financial planning education and services to participants of the New York City Deferred Compensation Plan. The role supports participant engagement and plan growth through seminars and individual financial planning sessions, while strengthening participant relationships before and throughout retirement.

THIS IS NOT A SALES POSITION - NO SELLING INVOLVED.

***PLEASE NOTE: This is a hybrid position with two (2) days remote and three (3) days onsite.

Onsite address is:

22 Cortlandt Street, New York, NY (Lower Manhattan, one block from World Trade Center, which is conveniently located near subway and Path Train stations.

Essential Functions for this role include:

Deliver financial planning seminars at Deferred Compensation Plan headquarters and agency work‑site locations to position MissionSquare’s NYC Deferred Compensation Plan as the primary financial planning resource.
Conduct financial planning seminars to deepen participant relationships, retain existing participants, and promote plan participation growth.
Assist with individual planning sessions, seminar updates, and handout revisions within the assigned geographic area.
Maintain current knowledge of NYC Deferred Compensation Plan services and applicable city‑wide employee benefits.
Maintain working knowledge of the broader financial planning industry and best practices.
Present approved Deferred Compensation On‑Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.
Deliver financial planning content using effective presentation and interpersonal communication skills to ensure participant comprehension of financial concepts and reports.
Prepare and deliver individualized financial plans virtually or in person at headquarters locations when requested by plan participants.
Perform other duties and special projects as assigned.
Present seminars and conduct sessions before or after standard business hours as required.
Performs other duties as assigned

If you have the following skills, we encourage you to apply:

Bachelor’s degree or equivalent experience.
One to three years of financial services experience.
CFP® designation required.
FINRA Series 7 and Series 63 licenses preferred but not required.
Knowledge of 457, 401(K), 403(b), IRA, and other qualified retirement plans.
Knowledge of NYC Deferred Compensation Plan products and services.
Strong presentation skills for large group settings.
Excellent interpersonal and verbal communication skills.
Demonstrated ability to build and maintain effective participant relationships.
Ability to learn and retain technical financial planning concepts.
Strong written communication skills.
Ability to remain composed, listen effectively, and adapt communication styles to participant needs.

To benefit your career and support your wellbeing, we offer:

Competitive Total Rewards package , including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
Flexible and hybrid work schedules to support work-life balance
Tuition reimbursement to support continued education
Professional and career development opportunities , including courses and certifications
Comprehensive wellness programs promoting physical, mental, and emotional health
Volunteerism initiatives to encourage community engagement

Equal Employment Opportunity

As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Apply Now

Refine Your Search

finance associate jobs in matawan, nj

Associate Manager, Financial Planning

NY Partner/Senior Associate: Financial services litigation/securities/FINRA

Senior Associate, Financial Planning & Analysis - Strategic Tech Finance

Senior Associate- Financial Advisory Services

Consumer Equity Research Associate/ Vice President

Senior Registered Client Service Associate - New York, NY

Associate Actuary - Hybrid

Credit Associate ( Bilingual Japanese/English Required)

Associate Banker I - Piscataway (20hrs)

Part Time Associate Banker Middlesex Somerset (30 hours)

Part Time Associate Banker Staten Island (30 Hours)

Associate Banker II - Freehold (20)

Rotational Associates Program

Part Time (20 Hour) Associate Banker, Freehold Branch, Freehold, NJ

Equity Research Associate - Semiconductors

MARKET RISK ASSOCIATE I

Private Equity Associate

Associate Banker I - Hillsborough (30 hour)

Associate Banker II- Red Bank, NJ (40 hours)

Research Associate, Internet

I want to receive the latest job alert for finance associate in matawan, nj

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected