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.
Find Financial Planning JobsOverview
Showing 5 of 76+ Financial Planning jobs
Vice President of Financial Planning and Analysis – Position Summary
Schedule: Full-time, salaried exempt
Pay: $100k-110k
Location: Oneida, NY
Benefits: Medical, dental, vision, retirement plan, company-paid life and disability insurance, voluntary benefits, and generous PTO for eligible employees
Why Join ACHIEVE, you'll make a meaningful impact by supporting individuals with intellectual and developmental disabilities to achieve their goals and participate fully in their communities. Join a mission-driven team that values leadership, innovation, and professional growth.
The Vice President of Financial Planning and Analysis is responsible for budgeting, financial analysis, forecasting, and reporting while partnering with stakeholders to provide insights that inform business decisions. These duties and responsibilities include, but are not limited to, the subsequent items, and are characterized in the following five standards of performance, defined as below:
- Analyze key financial metrics, including revenue, service costs, operating expenses, and capital expenditure; develop financial models and decision-support tools.
- Provide strategic insights and recommendations based on financial analysis.
- Lead cross-functional implementation of approved recommendations.
- Support program planning and resource management, including forecasting, staffing, and investment decisions.
- Identify and execute initiatives to improve the agency’s financial performance.
- Supervise Finance Department staff and operations.
- Provide guidance on agency fiscal policies and procedures.
- Assist the Chief Financial Officer in preparing the annual budget.
- Monitor and report on compliance issues.
- Maintain and organize agency financial records for efficient retrieval.
- Identify, report and/or correct all safety hazards that include physical plant and/or work practices concerns and assist with investigating all work-related accidents as requested.
- Participate in any investigations as required.
- Comply with all State and Federal regulations along with agency policies and practices.
- Bachelor’s Degree (Finance, Accounting, or Business, Quantitative degrees are a plus) and a minimum of 15 years’ relevant work experience plus a minimum of 10 years’ supervisory experience.
- Have experience with budget administration, analysis, and reporting, and an ability to read and interpret financial statements.
Vice President of Financial Planning and Analysis – Position Summary
Schedule: Full-time, salaried exempt
Pay: $100k-110k
Location: Oneida, NY
Benefits: Medical, dental, vision, retirement plan, company-paid life and disability insurance, voluntary benefits, and generous PTO for eligible employees
Why Join ACHIEVE, you'll make a meaningful impact by supporting individuals with intellectual and developmental disabilities to achieve their goals and participate fully in their communities. Join a mission-driven team that values leadership, innovation, and professional growth.
The Vice President of Financial Planning and Analysis is responsible for budgeting, financial analysis, forecasting, and reporting while partnering with stakeholders to provide insights that inform business decisions. These duties and responsibilities include, but are not limited to, the subsequent items, and are characterized in the following five standards of performance, defined as below:
- Analyze key financial metrics, including revenue, service costs, operating expenses, and capital expenditure; develop financial models and decision-support tools.
- Provide strategic insights and recommendations based on financial analysis.
- Lead cross-functional implementation of approved recommendations.
- Support program planning and resource management, including forecasting, staffing, and investment decisions.
- Identify and execute initiatives to improve the agency’s financial performance.
- Supervise Finance Department staff and operations.
- Provide guidance on agency fiscal policies and procedures.
- Assist the Chief Financial Officer in preparing the annual budget.
- Monitor and report on compliance issues.
- Maintain and organize agency financial records for efficient retrieval.
- Identify, report and/or correct all safety hazards that include physical plant and/or work practices concerns and assist with investigating all work-related accidents as requested.
- Participate in any investigations as required.
- Comply with all State and Federal regulations along with agency policies and practices.
- Bachelor’s Degree (Finance, Accounting, or Business, Quantitative degrees are a plus) and a minimum of 15 years’ relevant work experience plus a minimum of 10 years’ supervisory experience.
- Have experience with budget administration, analysis, and reporting, and an ability to read and interpret financial statements.
See All 76 Financial Planning Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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
- Investment & Asset Management
- Law & Legal Services
- Media & Entertainment
- Technology & Software
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 Mizuho, Mizuho Bank, and Morgan Stanley, based on current listings on Migrate Mate as of November 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, Rochester, and Utica. 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 70% of financial planning openings tied to New York are remote or hybrid as of November 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 76 Financial Planning Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find Financial Planning Jobs