Top 67 Finance associate Jobs in Middlesex, Nj

ASSOCIATE FINANCIAL ADVISOR
Ameriprise Financial —Florham Park, NJ
- From $60,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Dental insurance
- Vision insurance
14d
Associate Director, Finance Legal Entity Responsible US + Canada
Lonza —Morristown, NJ
- $132,000 - $186,900 a year
- Full-time
- Hybrid work
- Management
- CPA
- Office
- Disability insurance
- Health insurance
Associate Wealth Advisor - Egan Wealth Advisors
HighTower Advisors —Madison, NJ
- $80,000 - $95,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
Quick Apply
Assurance Associate-Audit (FP&A focus)
Siemens —Iselin, NJ
- $88,060 - $150,960 a year
- Full-time
- Hybrid work
- CPA
- Bachelor of Science
- Mid-level
- Health insurance
Associate Director of Finance
Shimon and Sara Birnbaum JCC —Bridgewater, NJ
- $75,000 - $85,000 a year
- Weekends as needed
- CPA
- Mid-level
- Office
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
19h
Associate Private Banker
Morgan Stanley —Morristown, NJ
- $85,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health savings account
- Paid holidays
MBA Finance Associates Program Full-time – 2027
Bristol-Myers Squibb —Princeton, NJ
- $103,700 - $125,660 a year
- Email
- Hybrid work
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
3d
Associate Manager, Financial Planning & Analysis -Commercial Functions
PTC Therapeutics, Inc. —Warren, NJ
- $96,000 - $115,000 a year
- Full-time
- 5 years
- Mid-level
- Office
- Dental insurance
- Vision insurance
Quick Apply
Finance Associate
Azend Pharma —Edison, NJ
- $52,000 - $58,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Iselin, NJ
- $26.50 - $42.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate Banker II - Scotch Plains (20 Hour)
TD Bank —Scotch Plains, NJ
- $23.75 - $31.00 an hour
- Part-time
- Military
- Basic math
- Mid-level
- Health insurance
- Paid time off
Associate, Valuation
Bowery Valuation —Parsippany-Troy Hills, NJ
- Full-time
- Writing skills
- Research
- Finance
- Commuter assistance
- Disability insurance
Quick Apply
3d
Wealth Management Associate
Equitable Advisors —Woodbridge, NJ
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate Manager, Client Finance
Precision AQ —Gladstone, NJ
- $91,000 - $137,000 a year
- Online Application
- Remote
- Writing skills
- Finance
- Supervising experience
Quick Apply
Associate Director, Human Health Center of Excellence (Hybrid - Rahway, NJ)
Merck —Rahway, NJ
- $129,000 - $203,100 a year
- Full-time
- CPA
- Bachelor of Science
- Finance
- Paid holidays
- Health insurance
1d
Associate Controller
Catholic Charities of the Archdiocese of Newark —Newark, NJ
- $75,000 - $90,000 a year
- Full-time
- Microsoft Access
- Mid-level
- Office
- Loan forgiveness
Quick Apply
PGIM: Investment Associate, Asset Based Finance
Prudential —Newark, NJ
- $120,000 - $135,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Employee stock purchase plan
- Disability insurance
2d
Associate Manager, Client Finance
Precision Medicine Group —Gladstone, NJ
- $91,000 - $137,000 a year
- Online Application
- Remote
- Writing skills
- Finance
- Supervising experience
Associate Banker I - Flemington (20 Hour)
TD Bank —Flemington, NJ
- $23.25 - $29.75 an hour
- Part-time
- Basic math
- High school diploma or GED
- Travel
- Health insurance
- Paid time off

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ASSOCIATE FINANCIAL ADVISOR

Ameriprise Financial -
Florham Park, NJ

Apply Now

Job Details

Full-time
From $60,000 a year
14 days ago

Benefits

Dental insurance
Vision insurance
401(k) matching

Qualifications

Financial planning software
Investment management software
Data analysis skills
Series 7
Salesforce Cloud
Bachelor's degree
Sales management systems proficiency
CRM system proficiency
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong company that cares, take the next step to create a brilliant career at Springbrook Wealth Advisors.

ABOUT THE ROLE
We are looking for a motivated and client-focused person to join our advisory team. As a Associate Financial Advisor, you will work closely with lead advisors to deliver comprehensive financial planning and investment management services to a growing client base. You will play an active role in client relationships, portfolio analysis, and financial plan development while building toward a path to full advisory responsibilities.

KEY RESPONSIBILITIES

Client Experience & Advice:

Follow the Springbrook Wealth Advisor service model to support client retention and growth
Serve as primary point of contact for assigned clients, handling inquiries and service requests
Prepare for and lead client review meetings, including materials and follow-up
Proactively identify opportunities to deepen relationships and address new planning needs
Onboard new clients: account opening, data gathering, and risk profiling
Manage client administrative needs, including estate settlements
Participate in client events and networking to help grow the practice
Coordinate with clients' accountants and lawyers for comprehensive advice
Build financial plans covering retirement, investment, tax, insurance, and estate planning
Analyze portfolios and recommend investments aligned with client goals and risk tolerance
Model financial scenarios and present findings to clients and lead advisors
Monitor client portfolios and flag issues needing attention
Review insurance needs and recommend coverage for life, disability, and long-term care
Recommend annuity options as needed

Operations:

Document all client interactions, transactions, and recommendations per firm policy and regulations
Maintain accurate client records in CRM and portfolio management systems
Support compliance reviews, audits, and reporting
Stay current on regulatory changes affecting advisory services
Attend and actively participate in team meetings

QUALIFICATIONS:

Required:

Goal driven, growth mindset a must
Active Series 7, 65 or Series 66, New Jersey Life and Health license (required at time of hire)
Bachelor’s degree in Finance or a related field
1 or more years of experience in financial planning, asset management, or a related role
Proficiency with financial planning software (MoneyGuidePro) and CRM platforms (salesforce)
Strong analytical, written, and verbal communication skills
High degree of integrity and commitment to fiduciary standards

COMPENSATION & BENEFITS:

Competitive base salary commensurate with experience: starting at $60,000
Performance-based bonus tied to client satisfaction and business development goals
Flex savings, dental, and vision insurance
401(k) with employer match
Paid support for continuing education, professional development, and licensure renewal

Base Pay Salary

The salary range will be starting $60,000/ year

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

finance associate jobs in middlesex, nj

ASSOCIATE FINANCIAL ADVISOR

Associate Director, Finance Legal Entity Responsible US + Canada

Associate Wealth Advisor - Egan Wealth Advisors

Assurance Associate-Audit (FP&A focus)

Associate Director of Finance

Associate Banker I - Piscataway (20hrs)

Associate Private Banker

MBA Finance Associates Program Full-time – 2027

Associate Manager, Financial Planning & Analysis -Commercial Functions

Finance Associate

Registered Wealth Management Client Associate

Associate Banker II - Scotch Plains (20 Hour)

Associate, Valuation

Wealth Management Associate

Associate Manager, Client Finance

Associate Director, Human Health Center of Excellence (Hybrid - Rahway, NJ)

Associate Controller

PGIM: Investment Associate, Asset Based Finance

Associate Manager, Client Finance

Associate Banker I - Flemington (20 Hour)

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