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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Job Family:
Management Consulting
Travel Required:
Clearance Required:
What You Will Do:
As a Managing Consultant in Guidehouse's Commercial Financial Services practice, you will leverage your subject matter expertise and experience to drive results as an individual contributor and team member. You will have responsibility to drive projects, including client management and solution implementation. You may own multiple project workstreams and will interact with the client, including leadership, to ensure engagement success. This includes supporting operational meetings with client sponsors and consulting team / leaders. Managing Consultants are expected to drive and communicate well-organized, effective reports and presentations to client and internal executives. You will lead, coach and mentor more junior consultants and ensure quality deliverables.
What You Will Need:
Bachelor’s degree
5+ years of experience in the banking industry or commercial financial services consulting, including experience with Global Systemically Important Bank(s) (GSIBs).
5+ years’ experience in one or more of the following areas:
Operational risk and/or big bank compliance
Banking regulations and compliance
Experience with risk and controls current state assessments (including process mapping)
Ability to thrive in a fast-paced challenging client focused environment where priorities and scope may change quickly
Excellent presentation, facilitation, verbal and written communication skills, tailoring communications to both clients and coworkers
Willingness and ability to work onsite at clients’ sites in New York City approximately 3 days/week; must be willing to travel if not local to New York City metropolitan area
Proficient in all Microsoft Office products
Creative problem-solving ability and a collaborative, consultancy mindset
Focus on exceptional quality and timeliness in all deliverables
Proven ability to successfully lead client service delivery teams that deliver the highest quality work
Demonstrated positive and productive client relationship skills
Ability to generate a quality work product in a timely manner while maintaining a strong attention to detail
Experience working on discrete, time sensitive projects
Highly motivated, driven, and dynamic attitude towards work and career
High-energy, positive, accountable, persuasive, and aptitude to lead by example.
What Would Be Nice To Have:
Prior management consulting experience
CPA, Lean Six Sigma, PMP, or other relevant certifications
MBA or MA/MS degree in a related field
What We Offer:
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
Medical, Rx, Dental & Vision Insurance
Personal and Family Sick Time & Company Paid Holidays
Position may be eligible for a discretionary variable incentive bonus
Parental Leave and Adoption Assistance
401(k) Retirement Plan
Basic Life & Supplemental Life
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability
Student Loan PayDown
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program
Mobility Stipend
About Guidehouse
Guidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or guidehouse@myworkday.com. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse’s Ethics Hotline. If you want to check the validity of correspondence you have received, please contact recruiting@guidehouse.com. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant’s dealings with unauthorized third parties.
Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
See All 47 Financial Consultant Jobs in New York
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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
- EY10

- Wealthbridge Financial5

- RSM2

- TIAA2

- AECOM2

Top Industries Hiring
- Insurance
- Banking & Financial Services
- Accounting & Auditing
- Technology & Software
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, Wealthbridge Financial, and RSM, based on current listings on Migrate Mate as of September 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, Flushing, and Ithaca. 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 74% of financial consultant openings tied to New York are remote or hybrid as of September 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 47 Financial Consultant Jobs in New York
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