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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Showing 5 of 120+ Financial Consultant jobs
Location: Town of Amherst, NY
Requisition ID 2026-122970
Category Retail Branch
Position type Regular
Pay range USD $65,000.00 - $95,000.00 / Year
Application deadline 2026-06-25
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.
Investment Professionals' Compensation | Charles Schwab (opens in new window)
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by having a focused client communication strategy, and exceeding client expectations.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement change as the market and business conditions evolve.
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
- Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Town of Amherst, NY
Requisition ID 2026-122970
Category Retail Branch
Position type Regular
Pay range USD $65,000.00 - $95,000.00 / Year
Application deadline 2026-06-25
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.
Investment Professionals' Compensation | Charles Schwab (opens in new window)
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by having a focused client communication strategy, and exceeding client expectations.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement change as the market and business conditions evolve.
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
- Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
See All 120+ 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
- Bank of America16
- Alvarez & Marsal11
- EY9
- Community Financial System7
- Equitable Advisors6
Top Industries Hiring
- Investment & Asset Management27
- Banking & Financial Services26
- Accounting & Auditing24
- Consulting & Professional Services16
- Insurance15
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 Bank of America, Alvarez & Marsal, and EY, based on current listings on Migrate Mate as of June 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, Buffalo, and Syracuse. 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 26% of financial consultant openings tied to New York are remote or hybrid as of June 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 120+ Financial Consultant Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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