Financial Consultant Jobs in New York
Financial Consultant jobs in New York are among the most active in the country, concentrated in wealth management, investment advisory, corporate finance, and insurance planning across a range from entry-level analysts through senior advisors and directors. The largest hiring volumes are in New York City, White Plains, and Buffalo, where firms like JPMorgan Chase, Morgan Stanley, and Deloitte maintain deep financial consulting operations. Demand is strongest in tax planning, retirement strategy, and institutional client advisory. Find a role that fits below and apply directly.
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Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
- Proven success in building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Insurance license required
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Coachable, collaborative, and curious are key attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
The Team
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesFidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
Working in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring
- Proven success in building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Insurance license required
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Coachable, collaborative, and curious are key attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
The Team
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
SalesSee All 59 Financial Consultant Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Financial Consultant JobsFinancial Consultant Jobs by City in New York
Where New York roles are concentrated, by current openings.
Financial Consultant Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- EY20
- Berkeley Research Group5
- Fidelity Investments4
- Community Financial System3
- Infosys2
Top Industries Hiring
- Insurance
- Accounting & Auditing
- Technology & Software
- Banking & Financial Services
What New York Employers Look For
The qualifications that appear most often in financial consultant jobs across New York.
- Active FINRA Series 65 or Series 66 registration required for investment advisory work in New York
- Bachelor's degree in finance, accounting, economics, or a closely related field
- CFP, CFA, or CPA designation preferred or required for senior advisory roles
- Minimum two to five years of client-facing financial planning or consulting experience
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce Financial Services Cloud
- Strong written and verbal communication skills for presenting complex financial strategies to clients
Financial Consultant Jobs in New York: Frequently Asked Questions
How do you become a financial consultant in New York?
Most financial consultant roles in New York require a bachelor's degree in finance, economics, or accounting, followed by passing FINRA licensing exams relevant to the work you will do. Advisors who provide investment advice for compensation must register as Investment Adviser Representatives through the New York State Department of Financial Services or through the SEC, depending on assets under management. Earning a CFP or CFA designation strengthens your candidacy for client-facing advisory positions at New York firms.
Which companies hire financial consultants in New York?
Employers hiring financial consultants in New York right now include EY, Berkeley Research Group, and Fidelity Investments, based on current listings on Migrate Mate as of November 2026. New York's concentration of major banks, asset managers, and global consulting firms means openings appear consistently across both boutique wealth management practices and large institutional employers throughout the metro area.
Which New York cities have the most financial consultant jobs?
The cities with the most financial consultant openings in New York are New York, New York State, and Albany. New York City dominates because it is home to the largest concentration of financial institutions, investment banks, and consulting firms in the United States, while White Plains and Buffalo draw demand from regional wealth management offices and large corporate finance departments serving businesses outside the metro core.
Are there remote financial consultant jobs in New York?
Yes, and more than many client-service fields, since much of the analytical and planning work can be done without being on-site. About 78% of financial consultant openings tied to New York are remote or hybrid as of November 2026, reflecting the desk-based and advisory nature of the role. Portfolio analysis, financial modeling, and plan preparation are the functions most commonly offered in remote or hybrid arrangements.
How can I get hired as a financial consultant in New York with little or no experience?
The most realistic entry path is applying to financial analyst or client associate roles at large New York firms, which serve as the standard on-ramp to consulting work. JPMorgan Chase, Merrill Lynch, and Northwestern Mutual all run structured new-graduate and associate programs in New York that provide training and a path to a full advisory role. Passing your Series 65 exam before applying gives you a concrete credential that separates you from other candidates at the entry level.
Where can I find and apply to financial consultant jobs in New York?
You can find and apply to financial consultant jobs in New York on Migrate Mate, which lists current openings from employers hiring in the state right now. Search the listings to find roles that match your experience level, preferred location, and specialty area, then apply directly to the ones that fit.
See All 59 Financial Consultant Jobs in New York
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