Financial Planning Associate (Florham Park)

$100k - $150k

Full-time

The Sanczyk Group

Florham Park, NJ

Key ResponsibilitiesFinancial Planning & Analysis

Analyze clients' financial goals, current financial positions, investment portfolios, and risk profiles.
Develop customized recommendations aligned with client objectives, time horizons, and preferences.
Identify gaps and opportunities within financial plans, including insurance and investment needs.
Prepare comprehensive financial plans consistent with advisor best practices and planning philosophy.
Create investment proposals, asset allocation recommendations, and Investment Policy Statements (IPS).
Prepare Morningstar reports and other portfolio analysis materials.

Advisor & Client Support

Prepare materials for client and prospect meetings, including:
Financial plans
Investment summaries
Consolidated performance reports
In-force insurance illustrations
Client review presentations
Gather research, annual reports, marketing materials, and supporting documentation for advisor meetings.
Assist advisors in responding to client questions and servicing requests.
Consult with advisors on the presentation of planning recommendations and investment strategies.
Provide guidance and support to advisors and staff regarding planning-related service requests.

Insurance & Investment Case Preparation

Prepare insurance illustrations and insurance proposals.
Develop investment recommendations and supporting documentation.
Ensure all client deliverables are accurate, complete, and compliant with firm standards.

QualificationsRequired

New Jersey Life & Health Insurance License
FINRA Series 6 License
FINRA Series 63 License
3+ years of financial planning or wealth management experience
Proficiency with Microsoft Office (Outlook, Word, Excel)
Strong analytical, organizational, and communication skills
Commitment to continuing professional development

Preferred

Prior experience supporting Financial Advisors or Wealth Management Advisors
FINRA Series 7 License
Experience with Morningstar, NetX360, CRM systems, or financial planning software

Compensation

Competitive salary based on experience, $100,000 - $150,000
3-6+ years of relevant experience considered

Benefits

401(k) retirement plan
Health insurance
Dental insurance
Vision insurance
Disability coverage
Paid time off (PTO)

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Financial Planning Associate (Florham Park) in Florham Park, NJ vacancy

College Financial Representative, Internship Program - 2026-26905 - Florham Park, New Jersey
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
Suggested
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Florham Park, NJ
3 days ago
Finance & Enterprise Performance Consultant
...ConsultantJob Location: New York City, Philadelphia, Boston, and Florham Park NJJob Level: Senior LevelJob Description:This is what you... ..., Basel II Who holds experience in revenue recognition and Financial Planning & Analysis Qualifications2 to 4 years of experienceCPA, CFA...
Suggested
Roljobs Technology Services
Florham Park, NJ
2 days ago
State and Local Tax Financial Services Senior Associate
$77k - $214k
...career in our State and Local Tax Financial Services practice, within... ...by aligning their state tax plan with the business strategy. You... ...in the future.As a Senior Associate, you'll work as part of a team... ...MD-Baltimore; MA-Boston; NJ-Florham Park; UT-Salt Lake City; TX-Fort Worth...
Suggested
Full time
H1b
Local area
PwC
Florham Park, NJ
4 days ago
Finance Transformation - Anaplan Consultant, Manager
$99k - $232k
...client accounts, focusing on strategic planning and mentoring junior staff. You are accountable... ...initiatives using Anaplan to optimize financial planning and analysis processes-... ...Nashville; MA-Boston; LA-New Orleans; NJ-Florham Park; CA-San Diego; CA-San Francisco; CA-...
Suggested
Full time
H1b
PwC
Florham Park, NJ
1 day ago
Finance Transformation - OneStream Consultant, Senior Associate
$77k - $202k
...consulting services related to financial management and strategy.... ...forecasting, and financial planning processes to drive operational... ...using OneStream. As a Senior Associate, you will analyze complex... ...-Boston; LA-New Orleans; NJ-Florham Park; CA-San Diego; CA-San Francisco...
Suggested
Full time
H1b
PwC
Florham Park, NJ
1 day ago
Finance Transformation - Working Capital Consultant, Senior Manager
$124k - $280k
...Manager, you will specialize in providing financial advisory services related to corporate... ...challenges- Leading teams in strategic planning and financial strategy development-... ...-Atlanta; DC-Washington; MA-Boston; NJ-Florham Park; NY-New York; TX-Dallas; PA-Philadelphia...
Full time
H1b
PwC
Florham Park, NJ
13 hours ago
Risk Modeling Services P&C - Director
$134k - $348.5k
...services at PwC, you will be responsible for analysing and managing financial risks for clients through statistical modelling and data... ...; CO-Denver; MI-Detroit; MA-Boston; UT-Salt Lake City; NJ-Florham Park; CA-San Francisco; NC-Greensboro; PA-PittsburghType: Full time
Full time
Temporary work
H1b
PwC
Florham Park, NJ
4 days ago
Oracle Cloud Finance Consultant - Senior Manager
$124k - $280k
...operations, and governance- Utilizing advanced knowledge of Oracle Financials and Hyperion Financial Management to enhance financial... ...Washington; CO-Denver; IA-Des Moines; MI-Detroit; NY-Buffalo; NJ-Florham Park; TX-Fort Worth; NC-Greensboro; CT-Hartford; TX-Houston; MI-...
Full time
H1b
PwC
Florham Park, NJ
1 day ago
Financial Analyst
$33 - $35 per hour
...Job Title: Financial Analyst Job Description The Financial Analyst supports core financial... ...Contract to Hire position based out of Florham Park, NJ. Pay and Benefits The pay... ...and may be subject to specific elections, plan, or program terms. If eligible, the...
Permanent employment
Contract work
Temporary work
Casual work
Work at office
Remote work
1 day per week
Aston Carter
Florham Park, NJ
4 days ago
Financial Advisor
...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...
Full time
Work at office
Flexible hours
Bankers Life
Parsippany, NJ
1 day ago
Financial Advisor
$15 per hour
...Financial Advisor Prudential Financial Morristown, New Jersey About the Company... ...that information to build robust financial plans Helping clients prepare for their retirement... ...part-time employment as a CDP Contract Associate, compensation is initially expected to...
Minimum wage
Full time
Contract work
Part time
Prudential Financial
Morristown, NJ
1 day ago
Financial Planner
$150k - $180k
...Financial Planner (FP) Location: Madison, NJ Schedule: Full-time, hybrid About Premier Path At Premier Path Wealth Partners... ...Overview At Premier Path, we believe exceptional financial planning requires more than technical expertise. It takes the ability...
Full time
Summer work
Work at office
Local area
Remote work
Monday to Friday
Afternoon shift
Early shift
Premier Path Wealth Partners
Madison, NJ
23 hours ago
Physical Security and Risk Mitigation - Manager
$99k - $232k
...lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for project success... ...: NY-New York; FL-Tampa; GA-Atlanta; IL-Chicago; DC-Washington; MA-Boston; NJ-Florham Park; TX-Dallas; PA-PhiladelphiaType: Full time
Full time
H1b
PwC
Florham Park, NJ
4 days ago
Data Validation Risk - Director
$155k - $410k
...control gaps- Developing and refining data quality improvement plans and validation methods for large-scale data environments-... ...: NY-New York; GA-Atlanta; NC-Charlotte; IL-Chicago; DC-Washington; MA-Boston; NJ-Florham Park; TX-Dallas; PA-PhiladelphiaType: Full time
Full time
H1b
PwC
Florham Park, NJ
5 hours ago
Netsuite Financials Consultant
$82.6k - $162.8k
...This role fits professionals across core financial accounting, procure-to-pay, or order-to-... ...components and prototypesDrive test planning, execution, and optimization supportTroubleshoot... ...the applicable geographic differential associated with the location at which the position...
Local area
Visa sponsorship
Deloitte
Morristown, NJ
13 hours ago
Senior Financial Reporting Analyst
Company DescriptionLeading Financial Services firm in Florham Park, NJ looking to hire top a Senior Financial Reporting Analyst. Job DescriptionTo adequately review, prepare, and disclose the financial statements for the Bank to members of senior management, SEC as well...
Clark Davis Associates
Florham Park, NJ
4 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Florham Park, NJ
3 days ago
Financial Advisor
...Financial Advisor Job Locations US-NJ-Parsippany Requisition ID 2026-24115 Location Name 7 Sylvan Way Building... ..., NJ financial center. Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities...
Full time
Local area
Work visa
Flexible hours
Fulton Bank, N.A.
Parsippany, NJ
3 days ago
Financial Advisor
$100k - $250k
...retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax...
Work at office
Local area
Wisepath Group
Short Hills, NJ
4 days ago
Financial Advisor
$200k
...Financial Advisor Company: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation: Base starting at... ...independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and...
Work at office
Local area
Simon Quick Advisors
Morristown, NJ
1 day ago
Associate Analyst, Client Finance
$35k - $65k
DescriptionPosition at CMI Media GroupThe Associate Analyst, Client Finance will support the... ...team to ensure the highest quality of financial service to our clients. In collaboration... ...online and offline media functions (Media Planning, Search Engine Optimization (SEO),...
CMI Media and Compas
Parsippany, NJ
3 days ago
Technical Integration Consultant, Sr. Associate
$77k - $202k
...a Technical Integration Consultant, Sr. Associate you will help clients optimize business... ...business needs into technical solution plans- Implementing application and system integrations... ...-Des Moines; MI-Detroit; NY-Buffalo; NJ-Florham Park; TX-Fort Worth; NC-Greensboro; CT-...
Full time
H1b
PwC
Florham Park, NJ
5 hours ago
Aspiring Financial Advisor Program (Licensing & Training Provided)
...About Us : For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to...
Full time
Northwestern Mutual
Florham Park, NJ
4 days ago
Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation
$95.55k - $195.25k
...engagement life cycle. Responsibilities include:Support project planning (workplans, milestones) and deliver assigned scope on time... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte...
Work at office
Local area
Visa sponsorship
Deloitte
Morristown, NJ
2 days ago
Managed Services - Real Estate Fund Level Accounting & Reporting - Manager
$99k - $252.45k
...client accounts, focusing on strategic planning and mentoring junior staff. You are accountable... ...real estate accounting platforms and financial reporting technologies, including Yardi... ...; OH-Cincinnati; DC-Washington; MA-Boston; NJ-Florham Park; PA-PhiladelphiaType: Full time
Full time
H1b
PwC
Florham Park, NJ
2 days ago
Retirement & Wealth Provider Solutions Consultant
$91.1k - $179.5k
...& Wealth practice includes dedicated practitioners with deep financial services industry experience where we differentiate, and win based... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At...
Local area
Deloitte
Morristown, NJ
3 days ago
Netsuite Financials Senior Consultant
$110.7k - $218.3k
...This role fits professionals across core financial accounting, procure-to-pay, or order-to-... ...components and prototypesDrive test planning, execution, and optimization supportTroubleshoot... ...the applicable geographic differential associated with the location at which the position...
Local area
Visa sponsorship
Deloitte
Morristown, NJ
13 hours ago
Senior Financial Planner
...ManagementSelling Points Collaborate with industry leaders to shape strategic financial solutions. Gain executive-level exposure and leadership... ...relationships, ensuring exceptional service and strategic planning.Shadow the CEO to gain insights into managing a $2.8 billion...
Green Key Resources
Parsippany, NJ
5 hours ago
Structured Finance Associate (Multi-City)
$235k - $390k
...place you can engage in meaningful work and grow your career. Let’s see what we can achieve. Together.SummaryDLA Piper is seeking an associate to join its finance group, structured finance subgroup and focus on transactions involving commercial-mortgage backed securities (...
Full time
Work at office
Relocation
Relocation package
DLA Piper
Short Hills, NJ
3 days ago
Wealth Advisor / Financial Consultant - NJ
...Job Description Job Description About Us WealthBridge Financial Group helps individuals, families, and business owners build, protect... .... You’ll dig into each client’s goals and create personalized plans covering retirement, investments, insurance, and estate...
Work at office
Flexible hours
WealthBridge Financial Group
Morristown, NJ
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Associate (Florham Park). Be the first to apply!