Financial Planning Jobs in New York
Financial Planning jobs in New York are among the most active in the country, concentrated in wealth management, investment advisory, corporate finance, and insurance sectors across a market that ranges from entry-level associate planners to senior client-facing advisors and director roles. New York City, White Plains, and Buffalo are the principal hiring metros, with firms like Morgan Stanley, JPMorgan Chase, and Northwestern Mutual maintaining deep, ongoing financial planning practices across the state. The most in-demand specialties include retirement planning, estate planning, and fee-only financial advisory services. Find a role that fits below and apply directly.
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Job Title: Financial Analyst
Work Location: 90 Church Street, NY 10007
Duration: Long
Overview
Serve as a senior data and financial analyst supporting client's strategic investment and organizational decision making.
- Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
- Perform in-depth analysis on large datasets with the goal of identifying trends and offering insights on key drivers of change.
- Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics techniques.
- Understand Financial & Accounting structure and familiar with Labor specifically civil service system.
- Understand Oracle Financial and Hyperion System.
- Collaborate with cross functional teams, requiring strong communication skills and proficiency with Excel, PowerPoint, and modern data analysis tools.
- Apply foundational knowledge of fringe benefits (health insurance, pension, welfare, annuity) and their financial impact within the public sector.
- Develop subject matter expertise in key partner organizations such as Government bodies, health insurance providers, and collective bargaining unions.
Duties
- Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
- Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics techniques.
- Conduct advanced data analysis to identify usage patterns, anomalies, and emerging trends; generate automated reports and dashboards.
- Perform monthly updates of rate and enrollee data, integrating new information into historical trend analyses, predictive cost models, and forecasting frameworks.
- Identify operational inefficiencies, propose data driven improvements, and develop innovative analytical solutions to strengthen financial planning processes.
- Understand Financial & Accounting structure and familiar with Labor specifically civil service system.
- Understand Oracle Financial and Hyperion System.
Job Title: Financial Analyst
Work Location: 90 Church Street, NY 10007
Duration: Long
Overview
Serve as a senior data and financial analyst supporting client's strategic investment and organizational decision making.
- Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
- Perform in-depth analysis on large datasets with the goal of identifying trends and offering insights on key drivers of change.
- Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics techniques.
- Understand Financial & Accounting structure and familiar with Labor specifically civil service system.
- Understand Oracle Financial and Hyperion System.
- Collaborate with cross functional teams, requiring strong communication skills and proficiency with Excel, PowerPoint, and modern data analysis tools.
- Apply foundational knowledge of fringe benefits (health insurance, pension, welfare, annuity) and their financial impact within the public sector.
- Develop subject matter expertise in key partner organizations such as Government bodies, health insurance providers, and collective bargaining unions.
Duties
- Evaluate complex financial datasets, historical trends, and performance metrics to guide long term planning.
- Build and maintain data driven financial models, forecasting tools, and automated reporting pipelines using Python, SQL, and advanced analytics techniques.
- Conduct advanced data analysis to identify usage patterns, anomalies, and emerging trends; generate automated reports and dashboards.
- Perform monthly updates of rate and enrollee data, integrating new information into historical trend analyses, predictive cost models, and forecasting frameworks.
- Identify operational inefficiencies, propose data driven improvements, and develop innovative analytical solutions to strengthen financial planning processes.
- Understand Financial & Accounting structure and familiar with Labor specifically civil service system.
- Understand Oracle Financial and Hyperion System.
See All 69 Financial Planning Jobs in New York
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Find Financial Planning JobsFinancial Planning Jobs by City in New York
Where New York roles are concentrated, by current openings.
Financial Planning Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Technology & Software
- Investment & Asset Management
- Music
- Retail
- Education
What New York Employers Look For
The qualifications that appear most often in financial planning jobs across New York.
- Active CFP certification or enrollment in a CFP Board-registered education program
- Series 65 or Series 66 license registered through FINRA and New York State
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Experience with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong knowledge of New York State tax laws and their impact on client financial plans
- Demonstrated ability to build and manage client relationships in a fiduciary advisory capacity
Financial Planning Jobs in New York: Frequently Asked Questions
How do you become a financial planning professional in New York?
Becoming a financial planner in New York starts with a bachelor's degree in finance, accounting, or a related field, followed by earning the CFP designation through the CFP Board's education, exam, and experience requirements. If you plan to provide investment advice for compensation, you must register as an Investment Adviser Representative through the New York State Department of Financial Services or with the SEC, depending on your employer's structure. Many roles also require FINRA licensing.
How much do financial plannings make in New York?
Financial plannings in New York earn a median of about $166,400 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $76,190 for the lowest 10% to over $427,700 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial planners in New York?
Employers hiring financial planners in New York right now include JetBlue, Blue Nile, and Morgan Stanley, based on current listings on Migrate Mate as of September 2026. New York's concentration of major banks, independent registered investment advisers, and insurance companies makes it one of the deepest markets for financial planning talent in the country.
Which New York cities have the most financial planning jobs?
The cities with the most financial planning openings in New York are New York, Tarrytown, and Long Island City. New York City dominates the distribution because of its unmatched concentration of wealth management firms, private banks, and corporate headquarters, while areas like White Plains and Buffalo reflect the strong demand from regional advisory practices and insurance companies serving suburban and upstate client bases.
Are there remote financial planning jobs in New York?
Yes, and more than many client-facing fields. About 61% of financial planning openings tied to New York are remote or hybrid as of September 2026, reflecting how much of the analytical and planning work can be done outside a traditional office. The roles most commonly offered remotely are financial plan development, paraplanner positions, and ongoing client relationship management for established books of business.
How can I get hired as a financial planner in New York with little or no experience?
The most realistic entry path is a paraplanner or financial planning associate role at a registered investment advisory firm or a large wirehouse such as Morgan Stanley or Merrill Lynch, both of which run structured new-advisor development programs in New York. Completing the CFP Board education requirement before applying gives you a measurable edge. Candidates from adjacent roles like bank branch associate, insurance underwriter, or accounting assistant often transition successfully by demonstrating client-facing skills and a commitment to earning the CFP designation.
Where can I find and apply to financial planning jobs in New York?
You can find and apply to financial planning jobs in New York on Migrate Mate, which lists current openings across New York City, White Plains, Buffalo, and other markets statewide. Search the listings, find roles that match your experience and credentials, and apply directly to the ones that fit.
See All 69 Financial Planning Jobs in New York
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