Top 107 Associate financial advisor Jobs in Woodbridge, Nj

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 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
Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
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
Wealth Management Associate
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Associate - Entry Level
Equitable Advisors —New York, NY
- $35,500 - $125,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
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
Client Onboarding Associate / KYC
Mizuho Americas —New York, NY
- $68,000 - $95,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
Equity Research Associate (Semis, Networking, Hardware, Quantum)
Citi —New York, NY
- $121,200 - $181,800 a year
- Full-time
- Hybrid work
- Writing skills
- Office
- Finance
- Paid holidays
- Disability insurance
7d
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Jersey City, NJ
- $29.28 - $59.81 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
Associate – Investment Consulting Services – 2026 – (Hybrid)
Andersen —New York, NY
- $72,500 - $96,500 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
8d
Private Wealth Associate
AllianceBernstein —New York, NY
- $80,000 - $86,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
4d
Investment Associate (Financial Services) NJ
Hennion & Walsh Inc —Parsippany-Troy Hills, NJ
- $30,000 - $61,000 a year
- Customer service
- Office
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
Accounting Associate
Arrow Search Partners —New York, NY
- $80,000 - $95,000 a year
- CPA
- Mid-level
- Office
Client Onboarding - Investment Advisors/Funds Group - Associate
Mizuho Americas —New York, NY
- $77,000 - $105,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
Associate, Wealth Management Finance (Advisor Channel)
Morgan Stanley —New York, NY
- $100,000 - $115,000 a year
- Full-time
- Oracle
- Bachelor of Science
- Mid-level
5d
Portfolio Management Associate
Morgan Stanley —Red Bank, NJ
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Research
- Health savings account
- Paid holidays
Wealth Advisor, Associate
Titan —New York, NY
- $95,000 - $140,000 a year
- Full-time
- Mid-level
- Office
- Project management
Senior Associate Wealth Advisor
Novi Wealth Partners —Princeton, NJ
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Financial services
- Dental insurance
- 401(k)
Quick Apply

I want to receive the latest job alert for associate financial advisor in woodbridge, 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

associate financial advisor jobs near woodbridge, nj

Wealth Management Advisor jobs in New York, NY

Financial Planning Manager jobs in New York, NY

Accounting Clerk jobs in New York, NY

Labor Relations Associate jobs in New York, NY

Client Associate jobs in New York, NY

Research Associate jobs in New York, NY

Investment Consultant jobs in New York, NY

Management Associate jobs in New York, NY

Senior Client Services Associate jobs in New York, NY

Financial Advisor jobs in New York, NY

Associate Attorney jobs in Connecticut

Registered Investment Advisor jobs in Denver, CO

Associate Of Science Degree jobs in Greensboro, NC

Investment Associate jobs in Mentor, OH

Investment Associate jobs in Providence, RI

Investment Associate jobs in New Jersey

Investment Associate jobs in Santa Fe, NM

Investment Banking jobs in New York, NY

Management Associate jobs in Reston, VA

Management Associate jobs in Washington State

Registered Wealth Management Client Associate

Bank of America -
Iselin, NJ

Apply Now

Job Details

Full-time
$26.50 - $42.00 an hour

Qualifications

Investment
Customer communication
High school diploma or GED
Series 7
Financial product expertise
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Job Description:

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:

Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
Possesses advanced industry knowledge and an understanding of investment products
Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
Demonstrates a client-centric mindset, always acting in the best interest of the client
Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:

Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
Is detail oriented
Demonstrates a commitment to continuous learning and professional growth
Exhibits sound judgment and discretion when handling sensitive information
Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
Demonstrates professional verbal and written communication skills

Skills:

Account Management
Client Management
Customer and Client Focus
Issue Management
Oral Communications
Business Development
Client Solutions Advisory
Pipeline Management
Prioritization
Administrative Services
Emotional Intelligence
Referral Identification
Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy

Shift:

1st shift (United States of America)

Hours Per Week:

37.5

Apply Now

Refine Your Search

associate financial advisor jobs in woodbridge, nj

Registered Wealth Management Client Associate

Associate Manager, Financial Planning

Wealth Management Associate

Wealth Management Associate

Senior Registered Client Service Associate - New York, NY

Wealth Management Associate

Wealth Management Associate - Entry Level

Associate Wealth Advisor - Egan Wealth Advisors

Client Onboarding Associate / KYC

Equity Research Associate (Semis, Networking, Hardware, Quantum)

Associate Wealth Advisor, Schwab Wealth Advisory

Associate – Investment Consulting Services – 2026 – (Hybrid)

Private Wealth Associate

Investment Associate (Financial Services) NJ

Accounting Associate

Client Onboarding - Investment Advisors/Funds Group - Associate

Associate, Wealth Management Finance (Advisor Channel)

Portfolio Management Associate

Wealth Advisor, Associate

Senior Associate Wealth Advisor

I want to receive the latest job alert for associate financial advisor in woodbridge, nj

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected