Top 32 Wealth planning analyst Jobs in New Jersey

Wealth Planning Analyst
Mariner Wealth Advisors —Florham Park, NJ
- $68,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
DCM Analyst - AI Trainer
DataAnnotation —Newark, NJ
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Fintech Product Analyst - AI Trainer
DataAnnotation —Newark, NJ
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Capital Markets Analyst - AI Trainer
DataAnnotation —Newark, NJ
- $50 - $100 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
Data Management Analyst
The Bessemer Group Inc —Woodbridge, NJ
- $75,000 - $85,000 a year
- Hybrid work
- Microsoft Excel
- Microsoft Access
- Research
- Profit sharing
- Paid parental leave
Summer Analyst - Practice Management
Rockefeller Capital Management —Township of Hamilton, NJ
- $35 an hour
- Full-time
- Office
- Finance
- Analysis skills
AWM:Product Owner / Business Analyst
JPMorganChase —Jersey City, NJ
- $133,000 - $215,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
10d
Product Owner - Duck Creek (Remote)
Crum & Forster —Morristown, NJ
- $87,000 - $140,000 a year
- Remote
- Supervising experience
- Bachelor's degree
- Continuous improvement
- Employee stock purchase plan
- Health insurance
Senior Analyst, Service Desk
Wedbush Securities —Jersey City, NJ
- $100,000 - $120,000 a year
- Computer science
- Computer Science
- Office
- Profit sharing
- Paid jury duty
Business Strategy & Execution Lead - P&C Insurance (Remote)
Crum & Forster —Morristown, NJ
- $100,700 - $147,700 a year
- Remote
- 5 years
- Bachelor's degree
- Senior level
- Employee stock purchase plan
- Health insurance
Supply Chain Analyst
Gellert Global Group —Elizabeth, NJ
- $68,000 - $78,000 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Information Reporting Lead Analyst
The Bessemer Group Inc —Woodbridge, NJ
- $100,000 - $130,000 a year
- Hybrid work
- 5 years
- Office
- Microsoft Office
- Profit sharing
- Paid parental leave
9d
Registered Client Relationship Analyst
Morgan Stanley —Toms River, NJ
- $15.92 - $42.07 an hour
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Sr. Quantitative Finance Analyst
Bank of America —Jersey City, NJ
- $125,000 - $210,000 a year
- Full-time
- Office
- SQL
- Math
1d
Underwriting Enablement Leader
Crum & Forster —Morristown, NJ
- Remote
- Bachelor's degree
- Travel
- Experience equivalent to degree accepted
- Employee stock purchase plan
- Health insurance
3d
Programmer Analysts
I5 TECH —Edison, NJ
- Full-time
- Remote
- Computer science
- Computer Science
- Customer service
Loan Analyst II
Wintrust Financial Corporation —Newark, NJ
- $30.25 - $39.50 an hour
- Full-time
- Mid-level
- Office
- Finance
- AD&D insurance
- Employee stock purchase plan
Deputy Law & Policy Director
New Jersey Institute for Social Justice —Newark, NJ
- $160,000 - $180,000 a year
- Full-time
- 7 years
- Mentoring
- Recruiting
- Health insurance
- Dental insurance
Certified Financial Planner
Integrated Financial Concepts —Red Bank, NJ
- $95,000 - $250,000 a year
- CPA
- Computer literacy
- Mid-level
- Life insurance
Quick Apply
10d
Senior Project Manager
Tradeweb Markets —Jersey City, NJ
- $175,000 - $225,000 a year
- Full-time
- 7 years
- Computer Science
- Finance
- Travel reimbursement
- Commuter assistance
1d

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Wealth Planning Analyst

Mariner Wealth Advisors -
Florham Park, NJ

Apply Now

Job Details

Full-time
$68,000 - $80,000 a year

Qualifications

Customer communication

Full Job Description

Location

Florham Park, NJ

Address

Florham Park, NJ.

Employment Type

Full time

Department

Wealth

Compensation

$68K – $80K

Our compensation reflects the cost of talent across multiple US geographic markets. Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience. Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. Roles may also be eligible for additional compensation and/or benefits.

The Wealth Planning Analyst is an essential member of the wealth management team and serves as the starting point in the advisor career path. This role supports licensed advisors by coordinating client meetings, conducting research, preparing financial plans, and assisting with follow-up activities necessary for effective client wealth management. The Wealth Planning Analyst builds strong technical, analytical, and client service skills as part of their professional development toward becoming a licensed advisor.

Essential Duties and Responsibilities:

Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner.

Support client service activities, including preparing paperwork, coordinating money movement requests, and processing account maintenance tasks.

Provide overflow support to Client Service Associates during client onboarding, ensuring account documentation is complete, accurate, and timely.

Coordinate scheduling for client meetings (both onsite and virtual) and manage related logistics.

Prepare meeting agendas, assemble supporting materials, and ensure advisors are fully equipped for client discussions.

Participate in client meetings by taking detailed notes, capturing action items, and assisting with follow-up deliverables.

Gather and organize client financial data—including assets, liabilities, income, and expenses—to support advisor analysis.

Enter client information into financial planning software and prepare initial plan drafts under the direction of licensed advisors.

Assist in developing financial projections and “what-if” planning scenarios for advisor review.

Research portfolio holdings, performance, fees, and asset allocation using firm-approved tools and resources.

Prepare reports and summaries of research findings to support advisor recommendations.

Required Education and Experience:

Completed Bachelor’s degree in Finance, Financial Planning or related field preferred or completion within 6 months of hire.

Internship experience within a financial planning or wealth management organization.

Commitment to pursuing the Series 65 license within a defined timeframe after hire.

Preferred Education and Experience:

Interest in pursuing the CFP designation as part of long-term professional development.

Skills:

Demonstrated ability to deliver high-quality, professional client experience through clear communication, responsiveness, and follow-through.

Familiarity with financial planning concepts and planning/investment software (e.g., eMoney, Holistiplan, Nitrogen or similar tools; formal training will be provided.

Foundational knowledge of the wealth management process, including account types, investment vehicles, and core planning strategies, with a strong interest in deepening expertise.

Strong organizational and time management skills with the ability to balance academic commitments and professional responsibilities when applicable.

Detail-oriented with solid analytical and problem-solving skills to support data gathering, plan development, and portfolio research.

Clear and professional written and verbal communication skills, with the ability to summarize findings for senior advisors.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and ability to quickly learn new systems and processes.

Collaborative mindset with enthusiasm for learning and contributing as part of an advisor team.

Commitment to professional growth and eventual progression into a client-facing advisor role.

#LI-MK1

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

EOE M/F/D/V

Compensation Range: $68K - $80K

Apply Now

Refine Your Search

wealth planning analyst jobs in new jersey

Wealth Planning Analyst

DCM Analyst - AI Trainer

Fintech Product Analyst - AI Trainer

Capital Markets Analyst - AI Trainer

Data Management Analyst

Summer Analyst - Practice Management

AWM:Product Owner / Business Analyst

Product Owner - Duck Creek (Remote)

Senior Analyst, Service Desk

Business Strategy & Execution Lead - P&C Insurance (Remote)

Supply Chain Analyst

Information Reporting Lead Analyst

Registered Client Relationship Analyst

Sr. Quantitative Finance Analyst

Underwriting Enablement Leader

Programmer Analysts

Loan Analyst II

Deputy Law & Policy Director

Certified Financial Planner

Senior Project Manager

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