Financial Planner Jobs in New York, NY (2,154)
Remote Financial Advisor Coach
CEG Worldwide
🌎 Remote
New
Remote
Financial Consultant
Flagstar Bank
New York City, NY
Health Insurance
$35.6k - $66.5k / year
Director, Financial Planner/Wealth Advisor, Private Bank
Webster Bank
Jericho, New York
$120k / year
Financial Consultant
Equitable Advisors
New York, New York
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
Financial Transformation Consultant-Kiwi Partners
EPIP
New York, New York
Health Insurance
Parental Leave
$80k - $100k / year
Managing Director - Outsourced Accounting Services (Family Office)
Executive Staffing Group (ESG)
New York, New York
New
VP, Financial Consultant - Brooklyn, NY
Charles Schwab
Brooklyn, New York
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
Business Financial Consultant
Wall Street Consulting
New York, New York
New
Part-Time
Hospitality
Flexible Schedule
Financial Sales Consultant
Citizens Debt Relief
New York, New York
Entry-Level
Dental Insurance
Vision Insurance
Private Client Relationship Manager
Citizens Bank
Fort Lee, New Jersey
Health Insurance
Engineering Manager, Wealth & Asset Management Solutions
Anchorage Lending CA
New York, New York
Senior Consultant – Financial Anti-Fraud Management Consultant Consultant
Infosys Limited
New York, New York
Health Insurance
Dental Insurance
Vision Insurance
Remote Insurance & Financial Solutions Consultant
Global Financial Impact
🌎 Remote
Remote
Private Client Financial Advisor - Downtown Brooklyn
Citizens
Brooklyn, NY
New
Dental Insurance
Vision Insurance
$105k - $250k / year
Citi Wealth at Work - Financial Planner - Dir
Citigroup
New York, NY
Dental Insurance
$170k - $300k / year
Merrill Financial Solutions Advisor - SD Financial Center
Bank of America
New York, NY
Diversity Leader
Eco-Friendly
$75k - $85k / year
Merrill Experienced Financial Advisor
Bank of America
New York, NY
Diversity Leader
Eco-Friendly
$48k - $100k / year
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
New York, NY
Diversity Leader
$85k - $193.4k / year
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
New York, NY
Diversity Leader
$119.5k - $272.1k / year
Financial Solutions Advisor - Consumer Investments - Westfield Financial Center
Bank of America
Westfield, NJ
Diversity Leader
Eco-Friendly
Citi Wealth - Wealth Relationship Manager - Manhattan
Citigroup
New York, NY
Dental Insurance
$88.4k - $132.6k / year
Citi Wealth - Wealth Relationship Manager SAFE Act - 1st Ave & 79th St
Citigroup
New York, NY
Dental Insurance
$88.4k - $132.6k / year
Financial Consultant
Banco Popular Puerto Rico
New York, NY
Health Insurance
$62.4k / year
Financial Consultant Partner - Marlton, NJ
Charles Schwab
Leonia, NJ
Dental Insurance
Vision Insurance
Education
Parental Leave
Senior Wealth Advisor SAFE Act - Forest Hills / Queens
Citigroup
New York, NY
Dental Insurance
$70k / year
Aladdin Wealth Tech Product Manager, Associate
BlackRock
New York, NY
Eco-Friendly
Education
$132.5k - $157.5k / year
Wealth Relationship Manager SAFE Act
Citigroup
Bronxville, NY
$88.4k - $132.6k / year
Financial Advisor - Hybrid (Brooklyn, Queens, Long Island)
Citizens
New York, NY
Hybrid
Dental Insurance
Vision Insurance
$65k - $70k / year
Financial Aid Advisor (Two Vacancies)
CUNY
New York, NY
Part-Time
Flexible Schedule
$51.8k - $57.5k / year
Advisory Financial Services Risk Management Senior Consultant
Deloitte
New York, NY
Diversity Leader
Wealth Management Associate
Equitable Advisors
Hoboken, NJ
Entry-Level
Dental Insurance
Vision Insurance
VP Relationship Manager - Aladdin Wealth Technology
EngineeringUK
🌎 Remote
Remote
Education
Citi Wealth at Work - Financial Planner - Dir
Citigroup
New York, NY
Dental Insurance
$170k - $300k / year
Financial Planner Salary in New York
Financial Planners working in New York, NY make an average annual salary of $76K and a maximum annual salary of around $135K.
Job Description
Working as a Financial Planner in New York, NY
There are 2,154 Financial Planner opportunities available in New York, NY all with unique requirements.
The financial planner has the responsibility of designing and implementing financial strategies for their clients. He or she helps clients build a complete financial plan: this is accomplished by setting objectives, drawing up, reviewing, and monitoring the financial plan. They produce resources that assist employers in choosing appropriate strategies and tools to meet the needs of businesses and individuals. A strong understanding of retirement planning, savings, investments, and taxation is necessary for this position.
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Financial Planner jobs near New York, NY
Financial Planners in New York, NY Resume Data
Average Experience for Financial Planners in New York, NY
- More than 10 years: 64%
- 6-10 years: 25%
- 3-5 years: 9%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Planners in New York, NY
- Bachelors: 54%
- Masters: 27%
- Diploma: 10%
- Associates: 7%
- Doctorate: 2%
Top Skill for Financial Planners in New York, NY
- Customer focus & orientation: 18%
- Attention to detail: 16%
- Administrative assistant/receptionist: 10%
- Sales skills: 10%
- Work style: Reliability: 9%
- Spreadsheets with Microsoft Excel: 9%
- Customer service: 8%
- Management & leadership skills: Planning & execution: 7%
- Verbal communication: 7%
- Management & leadership skills: Impact & influence: 6%
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