Personal Financial Advisor Jobs in New Providence, NJ

1-15 of 24 Jobs

Consultant- Wealth Management & Trust, Infosys Consulting

  • Infosys LTD
  • New York, NY (21 miles from New Providence, NJ)
  • 5 days ago
  • New York, NY (21 miles from New Providence, NJ)
  • 5 days ago

in Wealth Management....

In Person

Financial Coach

  • International Rescue Committee
  • Elizabeth, NJ (11 miles from New Providence, NJ)
  • 5 days ago
  • Elizabeth, NJ (11 miles from New Providence, NJ)
  • 5 days ago

USA Financial Coach OrganizationInternational Rescue Committee Posted20 Oct 2025 Closing date20 Nov 2025 Job Overview: The Financial Coach will coordinate and provide financial counseling/coaching...

Remote

Tax Advisor, Wealth Management

  • Brown Brothers Harriman
  • New York, NY (21 miles from New Providence, NJ)
  • 6 days ago
  • New York, NY (21 miles from New Providence, NJ)
  • 6 days ago

The Tax Advisor, Wealth Management will be responsible for providing tax advisory and planning support for clients of BBH's Private Wealth Management group, directly or through external providers....

In Person

Senior Wealth Advisor SAFE Act - Metro NY (Manhattan / Westchester / Outer Boroughs / New Jersey)

  • Citigroup Inc.
  • New York, NY (21 miles from New Providence, NJ)
  • 7 days ago
  • New York, NY (21 miles from New Providence, NJ)
  • 7 days ago

planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...

In Person

Financial Opportunity Center Financial Coach

  • United Way of America
  • Perth Amboy, NJ (13 miles from New Providence, NJ)
  • 7 days ago
  • Perth Amboy, NJ (13 miles from New Providence, NJ)
  • 7 days ago

When uploading your job description, be sure to include the following areas: ORGANIZATION OVERVIEW About United Way of Central Jersey UWCJ brings resources to local disadvantaged families to...

In Person

Financial Planning Consultant - Hackensack, NJ

  • Raymond James
  • Hackensack, NJ (22 miles from New Providence, NJ)
  • 8 days ago
  • Hackensack, NJ (22 miles from New Providence, NJ)
  • 8 days ago

Certified Financial Planner (CFP) designation preferred....

In Person

Wealth Advisor Success Associate

  • National Financial Partners Corp.
  • New York, NY (21 miles from New Providence, NJ)
  • 14 days ago
  • New York, NY (21 miles from New Providence, NJ)
  • 14 days ago

CFP (Certified Financial Planner) or other wealth management designation highly preferred....

In Person

Consultant- Wealth Management & Trust, Infosys Consulting Consultant- Wealth Management & Trust, Infosys Consulting

  • Infosys
  • Bridgewater, NJ (13 miles from New Providence, NJ)
  • 23 days ago
  • Bridgewater, NJ (13 miles from New Providence, NJ)
  • 23 days ago

E.g.: Prospecting, Financial Planning, Portfolio Mgmt., Servicing, Onboarding, Advisor Dashboard Collaborate cross-functionally with business partners including engineering, marketing, design, and sales...

Hybrid

Associate Wealth Advisor

  • Beacon Pointe Advisors LLC.
  • Summit, NJ (2 miles from New Providence, NJ)
  • 27 days ago
  • Summit, NJ (2 miles from New Providence, NJ)
  • 27 days ago

financial planning software, CRM and portfolio management systems....

In Person

AVP, Wealth Advisor

  • NFP Corp.
  • New York, NY (21 miles from New Providence, NJ)
  • 28 days ago
  • New York, NY (21 miles from New Providence, NJ)
  • 28 days ago

Requirements: Minimum 4-7 years of wealth management experience (other or additional experience will be considered)....

In Person

Wealth Advisor

  • TIAA
  • Hackensack, NJ (22 miles from New Providence, NJ)
  • 30+ days ago
  • Hackensack, NJ (22 miles from New Providence, NJ)
  • 30+ days ago

Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans....

In Person

Senior Wealth Advisor SAFE Act - Downtown Manhattan

  • Citigroup Inc.
  • New York, NY (21 miles from New Providence, NJ)
  • 30+ days ago
  • New York, NY (21 miles from New Providence, NJ)
  • 30+ days ago

planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...

In Person

Senior Wealth Advisor SAFE Act - 200 Park Ave

  • Citigroup Inc.
  • New York, NY (21 miles from New Providence, NJ)
  • 30+ days ago
  • New York, NY (21 miles from New Providence, NJ)
  • 30+ days ago

planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without...

In Person

Sr. Manager, Wealth Advisor Schwab Wealth Advisory

  • Charles Schwab Inc.
  • New York, NY (21 miles from New Providence, NJ)
  • 45+ days ago
  • New York, NY (21 miles from New Providence, NJ)
  • 45+ days ago

plans and portfolios for clients....

In Person

Wealth Advisor - PNC Investments

  • PNC Financial Services Group, Inc.
  • Millburn, NJ (5 miles from New Providence, NJ)
  • 45+ days ago
  • Millburn, NJ (5 miles from New Providence, NJ)
  • 45+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

In Person

Demographic Data for New Providence, NJ

Moving to New Providence, NJ? Find some basic demographic data about New Providence, NJ below.

Local
National
13,122
330
Medium/Sm

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Salary for Personal Financial Advisor Jobs in New Providence, NJ

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.
Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in New Providence, NJ offer the following education background
Bachelor's Degree
52.6%
Master's Degree
31.5%
High School or GED
4.5%
Vocational Degree or Certification
4.1%
Associate's Degree
4.1%
Doctorate Degree
2.6%
Some College
0.5%
Some High School
0.1%
Average Work Experience
Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in New Providence, NJ
2-4 years
39.1%
4-6 years
21.7%
None
17.4%
1-2 years
13.0%
Less than 1 year
8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

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