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 66+ Financial Advisor jobs
Senior Advisor to the Chief Financial Officer
- DEPT OF CITYWIDE ADMIN SVCS
Posted on
10/30/2026
- Full-time
Location
NYC-ALL BOROS
- Exam may be required
Department
Financial Services
Save
Job Description
Our commitment to equity, effectiveness, and sustainability guides our work providing City agencies with the critical resources and support needed to succeed, including:
- Recruiting, hiring, and training City employees.
- Managing 56 public buildings.
- Acquiring, selling, and leasing City property.
- Purchasing over $1 billion in goods and services for City agencies.
- Overseeing the greenest municipal vehicle fleet in the country.
- Leading the City's efforts to reduce carbon emissions from government operations.
When you work at DCAS, you're not just working for one agency, but in service of them all. It's an opportunity to provide impactful support, quality customer service, and help protect the future of New York City for generations to come. Visit our website at nyc.gov/dcas to learn more about the work we do.
The Department of Citywide Administrative Services (DCAS) seeks to hire a Senior Advisor within the Fiscal and Business Management (FBM) Line of Service.
Fiscal and Business Management (FBM) is responsible for providing strategic financial management of the agency’s $2B expense budget and $10B capital budget. FBM units include the Agencywide Expense Budget, Bureau of Audits and Accounts, Capital Budget, Revenue Budget and the Nonpublic Schools Security Reimbursement Program. This position will provide advisory and analytical support in managing the Agencywide Expense Budget, Capital Budget, and Revenue Budget.
Reporting Directly to the Deputy Commissioner of the Fiscal and Business Management. The position will be responsible for providing complex data analysis, policy insight, and operational capacity to support the preparation and management of the agency’s expense, revenue, and capital budget. This includes performing in-depth review of PS and OTPS budgets, preparing spending projections, developing policy recommendations rooted in data analysis, and assessing opportunities to generate operational and budgetary efficiencies.
Responsibilities / Tasks may include but not limited to:
1. Support the annual budget process by providing detailed analysis and forecasting on agency expenditures and reporting findings to the Deputy Commissioner and agency leadership
2. Coordinate with DCAS Lines of Service (LOS) to project expenses and assess areas
requiring increased focus for operational review and management
3. Review budget expenditures and revenue collections to maximize opportunities for revenue generation
4. Develop analyses to support new needs requests to Office of Management and Budget (OMB) in coordination with DCAS Lines of Service
5. Coordinate responses to internal and external requests for agency and programmatic budgets, including performing ad hoc analysis as necessary
6. Formulate recommendations and advise the Deputy Commissioner of Finance, and other senior management, flagging issues such as potential budget surplus/deficits and special budget circumstances.
7. Assess agency budget operations and advise the Deputy Commissioner of Finance, in consultation with relevant Assistant Commissioners within FBM, on updates to finance policies for agency wide implementation
8. Develop strategies to improve long term budgetary planning and governance structures
ADMINISTRATIVE STAFF ANALYST - 10026
Minimum Qualifications
1. A master's degree from an accredited college in economics, finance, accounting, business or public administration, public health, human resources management, management science, operations research, organizational behavior, industrial psychology, statistics, personnel administration, labor relations, psychology, sociology, human resources development, political science, urban studies or a Juris Doctor degree from an accredited law school, and two years of satisfactory full-time professional experience in one or a combination of the following: working with the budget of a large public or private concern in budget administration, accounting, economic or financial administration, or fiscal or economic research; or in management or methods analysis, operations research, organizational research or program evaluation; or in personnel or public administration, recruitment, position classification, personnel relations, labor relations, employee benefits, staff development, employment program planning/administration, labor market research, economic planning, social services program planning/evaluation, or fiscal management. Eighteen (18) months of this experience must have been in an executive, managerial, administrative, or supervisory capacity. Supervision must have included supervising staff performing professional work in the areas described above; or
2. A baccalaureate degree from an accredited college and four years of professional experience in the areas described in “1” above, including the 18 months of executive, managerial, administrative, or supervisory experience, as described in “1” above; or
3. An associate degree or completion of 60 semester credits from an accredited college and six years of full-time satisfactory full-time professional experience as described in “1” above, including the 18 months of executive, managerial, administrative, or supervisory experience, as described in “1” above; or
4. A four-year high school diploma or its educational equivalent approved by a state’s department of education or a recognized accrediting organization and eight years of full-time satisfactory full-time professional experience as described in “1” above, including the 18 months of executive, managerial, administrative, or supervisory experience, as described in “1” above; or
5. A combination of education and/or experience equivalent to “1”, “2”, “3”, or “4” above. College education may be substituted for professional experience at the rate of 30 semester credits from an accredited college for one year of experience. However, all candidates must have a high school diploma and at least two years of experience as described in “1” above, including the 18 months of executive, managerial, administrative, or supervisory experience, as described in “1” above.
Preferred Skills
- This position requires strong analytical, interpersonal and communication skills - Candidates should be highly motivated, proactive, and able to work well independently and as part of a team. - Excellent written and verbal communication skills, effective problem-solving skills, and the ability to prioritize, manage time, and engage in multiple tasks in a fast-paced environment. - Minimum of five years’ experience working in fiscal services, preferably at a New York City agency, of which two years should be in a managerial position - Candidate must have experience working on funding requests, budget reduction proposals and year-end closing projects. - Overall understanding of City budgetary process and regulations required - Knowledge of Citywide rules, regulation, policies and procedures issued by the Office of Management and Budget, the - working knowledge of FMS/2 and FMS/3 InfoAdvantage tools is a plus - A baccalaureate degree from an accredited college - The ability to identify and advise on issues both macro and micro perspectives - Ability to be flexible, think outside of the box and comfortable implementing organizational change To Apply: Only permanent employees in the civil service title of Administrative Staff Analyst title or those reachable on exam# 9058 are eligible to apply. Please go to www.nyc.gov/careers and search for Job ID # 809180 For current City employees please go to www.nyc.gov/ess and log into Employee Self Service. NO PHONE CALLS, FAXES OR PERSONAL INQUIRIES PERMITTED. NOTE: ONLY THOSE CANDIDATES UNDER CONSIDERATION WILL BE CONTACTED.
55a Program
This position is also open to qualified persons with a disability who are eligible for the 55-a Program. Please indicate at the top of your resume and cover letter that you would like to be considered for the position through the 55-a Program.
Public Service Loan Forgiveness
As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education’s website at https://studentaid.gov/pslf/.
Residency Requirement
New York City residency is generally required within 90 days of appointment. However, City Employees in certain titles who have worked for the City for 2 continuous years may also be eligible to reside in Nassau, Suffolk, Putnam, Westchester, Rockland, or Orange County. To determine if the residency requirement applies to you, please discuss with the agency representative at the time of interview.
Additional Information
The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.
Save
Job ID
809180
Posted until
11/29/2026
Title code
10026
Civil service title
ADMINISTRATIVE STAFF ANALYST
Title classification
Competitive-1
Business title
Senior Advisor to the Chief Financial Officer
- Experience level: Manager
Job level
M6
Number of positions
1
Work location
1 Centre St., N.Y.
- Category: Finance, Accounting, & Procurement
Senior Advisor to the Chief Financial Officer
Senior Advisor to the Chief Financial Officer
- DEPT OF CITYWIDE ADMIN SVCS
Posted on
10/30/2026
- Full-time
Location
NYC-ALL BOROS
- Exam may be required
Department
Financial Services
Save
Job Description
Our commitment to equity, effectiveness, and sustainability guides our work providing City agencies with the critical resources and support needed to succeed, including:
- Recruiting, hiring, and training City employees.
- Managing 56 public buildings.
- Acquiring, selling, and leasing City property.
- Purchasing over $1 billion in goods and services for City agencies.
- Overseeing the greenest municipal vehicle fleet in the country.
- Leading the City's efforts to reduce carbon emissions from government operations.
When you work at DCAS, you're not just working for one agency, but in service of them all. It's an opportunity to provide impactful support, quality customer service, and help protect the future of New York City for generations to come. Visit our website at nyc.gov/dcas to learn more about the work we do.
The Department of Citywide Administrative Services (DCAS) seeks to hire a Senior Advisor within the Fiscal and Business Management (FBM) Line of Service.
Fiscal and Business Management (FBM) is responsible for providing strategic financial management of the agency’s $2B expense budget and $10B capital budget. FBM units include the Agencywide Expense Budget, Bureau of Audits and Accounts, Capital Budget, Revenue Budget and the Nonpublic Schools Security Reimbursement Program. This position will provide advisory and analytical support in managing the Agencywide Expense Budget, Capital Budget, and Revenue Budget.
Reporting Directly to the Deputy Commissioner of the Fiscal and Business Management. The position will be responsible for providing complex data analysis, policy insight, and operational capacity to support the preparation and management of the agency’s expense, revenue, and capital budget. This includes performing in-depth review of PS and OTPS budgets, preparing spending projections, developing policy recommendations rooted in data analysis, and assessing opportunities to generate operational and budgetary efficiencies.
Responsibilities / Tasks may include but not limited to:
1. Support the annual budget process by providing detailed analysis and forecasting on agency expenditures and reporting findings to the Deputy Commissioner and agency leadership
2. Coordinate with DCAS Lines of Service (LOS) to project expenses and assess areas
requiring increased focus for operational review and management
3. Review budget expenditures and revenue collections to maximize opportunities for revenue generation
4. Develop analyses to support new needs requests to Office of Management and Budget (OMB) in coordination with DCAS Lines of Service
5. Coordinate responses to internal and external requests for agency and programmatic budgets, including performing ad hoc analysis as necessary
6. Formulate recommendations and advise the Deputy Commissioner of Finance, and other senior management, flagging issues such as potential budget surplus/deficits and special budget circumstances.
7. Assess agency budget operations and advise the Deputy Commissioner of Finance, in consultation with relevant Assistant Commissioners within FBM, on updates to finance policies for agency wide implementation
8. Develop strategies to improve long term budgetary planning and governance structures
ADMINISTRATIVE STAFF ANALYST - 10026
Minimum Qualifications
1. A master's degree from an accredited college in economics, finance, accounting, business or public administration, public health, human resources management, management science, operations research, organizational behavior, industrial psychology, statistics, personnel administration, labor relations, psychology, sociology, human resources development, political science, urban studies or a Juris Doctor degree from an accredited law school, and two years of satisfactory full-time professional experience in one or a combination of the following: working with the budget of a large public or private concern in budget administration, accounting, economic or financial administration, or fiscal or economic research; or in management or methods analysis, operations research, organizational research or program evaluation; or in personnel or public administration, recruitment, position classification, personnel relations, labor relations, employee benefits, staff development, employment program planning/administration, labor market research, economic planning, social services program planning/evaluation, or fiscal management. Eighteen (18) months of this experience must have been in an executive, managerial, administrative, or supervisory capacity. Supervision must have included supervising staff performing professional work in the areas described above; or
2. A baccalaureate degree from an accredited college and four years of professional experience in the areas described in “1” above, including the 18 months of executive, managerial, administrative, or supervisory experience, as described in “1” above; or
3. An associate degree or completion of 60 semester credits from an accredited college and six years of full-time satisfactory full-time professional experience as described in “1” above, including the 18 months of executive, managerial, administrative, or supervisory experience, as described in “1” above; or
4. A four-year high school diploma or its educational equivalent approved by a state’s department of education or a recognized accrediting organization and eight years of full-time satisfactory full-time professional experience as described in “1” above, including the 18 months of executive, managerial, administrative, or supervisory experience, as described in “1” above; or
5. A combination of education and/or experience equivalent to “1”, “2”, “3”, or “4” above. College education may be substituted for professional experience at the rate of 30 semester credits from an accredited college for one year of experience. However, all candidates must have a high school diploma and at least two years of experience as described in “1” above, including the 18 months of executive, managerial, administrative, or supervisory experience, as described in “1” above.
Preferred Skills
- This position requires strong analytical, interpersonal and communication skills - Candidates should be highly motivated, proactive, and able to work well independently and as part of a team. - Excellent written and verbal communication skills, effective problem-solving skills, and the ability to prioritize, manage time, and engage in multiple tasks in a fast-paced environment. - Minimum of five years’ experience working in fiscal services, preferably at a New York City agency, of which two years should be in a managerial position - Candidate must have experience working on funding requests, budget reduction proposals and year-end closing projects. - Overall understanding of City budgetary process and regulations required - Knowledge of Citywide rules, regulation, policies and procedures issued by the Office of Management and Budget, the - working knowledge of FMS/2 and FMS/3 InfoAdvantage tools is a plus - A baccalaureate degree from an accredited college - The ability to identify and advise on issues both macro and micro perspectives - Ability to be flexible, think outside of the box and comfortable implementing organizational change To Apply: Only permanent employees in the civil service title of Administrative Staff Analyst title or those reachable on exam# 9058 are eligible to apply. Please go to www.nyc.gov/careers and search for Job ID # 809180 For current City employees please go to www.nyc.gov/ess and log into Employee Self Service. NO PHONE CALLS, FAXES OR PERSONAL INQUIRIES PERMITTED. NOTE: ONLY THOSE CANDIDATES UNDER CONSIDERATION WILL BE CONTACTED.
55a Program
This position is also open to qualified persons with a disability who are eligible for the 55-a Program. Please indicate at the top of your resume and cover letter that you would like to be considered for the position through the 55-a Program.
Public Service Loan Forgiveness
As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. For more information, please visit the U.S. Department of Education’s website at https://studentaid.gov/pslf/.
Residency Requirement
New York City residency is generally required within 90 days of appointment. However, City Employees in certain titles who have worked for the City for 2 continuous years may also be eligible to reside in Nassau, Suffolk, Putnam, Westchester, Rockland, or Orange County. To determine if the residency requirement applies to you, please discuss with the agency representative at the time of interview.
Additional Information
The City of New York is an inclusive equal opportunity employer committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, veteran status, gender identity, or pregnancy.
Save
Job ID
809180
Posted until
11/29/2026
Title code
10026
Civil service title
ADMINISTRATIVE STAFF ANALYST
Title classification
Competitive-1
Business title
Senior Advisor to the Chief Financial Officer
- Experience level: Manager
Job level
M6
Number of positions
1
Work location
1 Centre St., N.Y.
- Category: Finance, Accounting, & Procurement
Senior Advisor to the Chief Financial Officer
See All 66 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 America10
- Wealthbridge Financial5
- Northwestern Mutual4
- Equitable Advisors3
- Johnson Financial Planning3J
Top Industries Hiring
- Insurance
- Banking & Financial Services
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, Wealthbridge Financial, and Northwestern Mutual, based on current listings on Migrate Mate as of November 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, Melville, and Hauppauge 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 42% of financial advisor openings tied to New York are remote or hybrid as of November 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 66 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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