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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Overview

Open roles47
Top employerEY
Top cityNew York, NY
Cities hiring15
Work type68% Hybrid
Top industryInsurance

Showing 5 of 47+ Financial Consultant jobs

Guidehouse
Financial Services-Managing Consultant
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Guidehouse
New 11h ago
Financial Services-Managing Consultant
Guidehouse
New York, New York
Consulting & Professional Services
Project & Program Management
Project Management
$122k - $204k/yr
On-Site
Master's degree in business administration
1,001-5,000

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Gallagher
Financial & Actuarial Consultant
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Gallagher
Added 1d ago
Financial & Actuarial Consultant
Gallagher
New York, New York
Business Strategy
Compliance & Risk
Consulting & Professional Services
$70k - $137k/yr
Bachelor's degree
10,000+

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C
Financial Sales Consultant
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C
Added 1d ago
Financial Sales Consultant
Capital Resolve Ltd
Brooklyn, New York
Enterprise Sales
Inside Sales
Sales
$40k - $500k/yr
On-Site

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Ryder System
MBA Leadership Development Program - Financial Consultant - REMOTE
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Ryder System
Added 2d ago
MBA Leadership Development Program - Financial Consultant - REMOTE
Ryder System
Albany, New York
Business Strategy
Compliance & Risk
Consulting & Professional Services
$100k - $110k/yr
Remote (US)
Master's degree in business administration

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Wealthbridge Financial Group
Financial Consultant (Queens & Brooklyn)
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Wealthbridge Financial Group
Added 2d ago
Financial Consultant (Queens & Brooklyn)
Wealthbridge Financial Group
Corona, New York
Corporate Training
Corporate Training & Learning Development
Learning & Development
Teaching & Instruction
$100k - $150k/yr
Hybrid

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See All 47 Financial Consultant Jobs in New York

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Financial Consultant Jobs by City in New York

Where New York roles are concentrated, by current openings.

Flushing
3 jobs
Ithaca
2 jobs
Brooklyn
2 jobs
Syracuse
2 jobs
Albany
1 job
Corona
1 job
Atlanta
1 job
Buffalo
1 job

Financial Consultant Job Market in New York

A snapshot from current New York openings, updated as new roles post.

Who's Hiring

  • EY
    EY10
  • Wealthbridge Financial
    Wealthbridge Financial5
  • RSM
    RSM2
  • TIAA
    TIAA2
  • AECOM
    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

Find roles in New York that match your experience and apply in just a few clicks.

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