Financial Advisor Jobs in New York
Financial Advisor jobs in New York represent one of the most active and competitive markets in the country, concentrated in wealth management, investment advisory, retirement planning, and insurance-linked financial services, with openings from entry-level associate roles through senior private wealth advisors. The bulk of hiring sits in New York City, with additional demand in White Plains and Buffalo, where firms like Morgan Stanley, JPMorgan Chase, and Merrill Lynch maintain significant operations. The most in-demand specialties are fee-based wealth management, retirement income planning, and high-net-worth client advisory. Find a role that fits below and apply directly.
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Showing 5 of 59+ Financial Advisor jobs
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. You will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
Compensation:
$60,000 - $150,000
Responsibilities:
- Guide clients through financial planning processes to help them achieve their goals.
- Analyze clients' financial status and develop personalized strategies for wealth management.
- Educate clients on investment options, retirement planning, and risk management.
- Build and nurture long-term relationships with clients, ensuring trust and transparency.
- Collaborate with team members to enhance service offerings and client satisfaction.
- Stay informed on industry trends and regulatory changes to provide up-to-date advice.
- Conduct regular reviews of clients' financial plans to ensure alignment with their objectives.
Qualifications
Are you a leader who has the following traits?
- Competitive
- Enterprising
- Coachable
- Communicative
- Self-disciplined
- Authentic
If the answer is yes, consider becoming an advisor to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
We're proud to be recognized by the following organizations:
- Fortune 2024: World's Most Admired Companies
- Handshake 2025: Early Talent Award
- Forbes 2024: America's Best Employers for Diversity
- Seramount: 2024 Best Companies for Multicultural Women
We’re proud of the help we’ve provided and continue to provide clients:
- 1 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies.
- $983 million LIFETIME ANNUITY INCOME PAID.
- $6 billion IN LIVING BENEFITS AWARDED.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. You will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
Compensation:
$60,000 - $150,000
Responsibilities:
- Guide clients through financial planning processes to help them achieve their goals.
- Analyze clients' financial status and develop personalized strategies for wealth management.
- Educate clients on investment options, retirement planning, and risk management.
- Build and nurture long-term relationships with clients, ensuring trust and transparency.
- Collaborate with team members to enhance service offerings and client satisfaction.
- Stay informed on industry trends and regulatory changes to provide up-to-date advice.
- Conduct regular reviews of clients' financial plans to ensure alignment with their objectives.
Qualifications
Are you a leader who has the following traits?
- Competitive
- Enterprising
- Coachable
- Communicative
- Self-disciplined
- Authentic
If the answer is yes, consider becoming an advisor to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.
About Company
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for 180+ years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients.
We're proud to be recognized by the following organizations:
- Fortune 2024: World's Most Admired Companies
- Handshake 2025: Early Talent Award
- Forbes 2024: America's Best Employers for Diversity
- Seramount: 2024 Best Companies for Multicultural Women
We’re proud of the help we’ve provided and continue to provide clients:
- 1 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies.
- $983 million LIFETIME ANNUITY INCOME PAID.
- $6 billion IN LIVING BENEFITS AWARDED.
- Over $1.2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.
See All 59 Financial Advisor Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in New York
Where New York roles are concentrated, by current openings.
Financial Advisor Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- Bank of America16
- Equitable Advisors6
- LPL Financial6
- TD Securities5
- Alvarez & Marsal3
Top Industries Hiring
- Banking & Financial Services21
- Investment & Asset Management19
- Accounting & Auditing13
- Insurance8
- Consulting & Professional Services5
What New York Employers Look For
The qualifications that appear most often in financial advisor jobs across New York.
- Active FINRA Series 65 or Series 66 registration required for New York investment adviser representatives
- Bachelor's degree in finance, economics, business, or a related field strongly preferred
- Series 7 license required or must be obtained within a defined period after hire
- New York State life and health insurance license needed for roles involving insurance-based products
- CFP designation or active progress toward certification preferred by most wealth management employers
- Demonstrated ability to build and manage a client book in a fee-based advisory environment
Financial Advisor Jobs in New York: Frequently Asked Questions
How do you become a financial advisor in New York?
Becoming a financial advisor in New York starts with a bachelor's degree in finance, business, or economics, followed by passing the FINRA Series 7 and either the Series 65 or Series 66 exams to register as an investment adviser representative with the New York State Department of Financial Services. Roles involving insurance products also require a New York State life and health insurance license. Many employers sponsor exam prep for newly hired candidates entering associate or training programs.
Which companies hire financial advisors in New York?
Employers hiring financial advisors in New York right now include Bank of America, Equitable Advisors, and LPL Financial, based on current listings on Migrate Mate as of June 2026. New York's dense concentration of global financial institutions, regional banks, and independent RIAs means hiring is consistent across both large wirehouse firms and boutique wealth management practices throughout the state.
Which New York cities have the most financial advisor jobs?
New York, Hauppauge, and Hicksville have the most financial advisor openings in New York. New York City dominates because it is home to the headquarters and major offices of the country's largest financial institutions and wealth management firms, while White Plains and Buffalo draw demand from regional banks, insurance companies, and suburban advisory practices serving high-net-worth and mass-affluent client bases in those corridors.
Are there remote financial advisor jobs in New York?
Yes, but they are less common than in purely desk-based fields, because client relationship management typically favors in-person or hybrid contact. About 19% of financial advisor openings tied to New York are remote or hybrid as of June 2026, with remote work most prevalent in financial planning, paraplanning, and back-office advisory support roles rather than client-facing wealth management positions.
How can I get hired as a financial advisor in New York with little or no experience?
The most realistic entry path is a financial advisor development or training program at a large wirehouse or regional bank, where firms like Merrill Lynch, Wells Fargo Advisors, and local credit unions regularly hire candidates without a book of business and sponsor their Series 7 and Series 65 exams. Lateral moves from roles such as bank teller, customer service representative, or financial analyst associate are common entry points, and holding a CFP candidate designation or completing a FINRA-registered apprenticeship accelerates the path considerably.
Where can I find and apply to financial advisor jobs in New York?
You can find and apply to financial advisor jobs in New York on Migrate Mate, which lists current openings tied to the New York market. Search the listings, find roles that match your experience and credentials, and apply directly to the ones that fit.
See All 59 Financial Advisor Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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