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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Showing 5 of 29+ Financial Planning jobs
Company Description
Tradeweb is a global leader in electronic trading for rates, credit, equities, and money markets. As financial markets become increasingly interconnected, our technology enables efficient, multi-asset trading on a global scale. We serve more than 3,000 clients in more than 85 countries, including many of the world’s largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers.
Creative collaboration and sharp client focus have helped fuel our organic growth. We facilitated average daily trading volume (ADV) of more than $2.2 trillion over the past four fiscal quarters, topping $2.5 trillion in ADV for the first quarter of 2025.
Since our IPO in 2019, Tradeweb has completed four acquisitions and doubled our revenues – and 2024 was our 25th consecutive year of record revenues.
Tradeweb is a great place to work, recognized in 2024 by Forbes as one of America’s Best Companies (2024) and by U.S. News & World Report as one of the Best Financial Services Companies to Work For.
Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.
Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.
Group Details
As the senior member of the FP&A team, you should expect to be an active participant working with business leaders and CFO in analyzing firmwide budgets and forecasts, as well as strategic opportunities and initiatives. The Finance department supports the Tradeweb Executive Management team in forecasting, budgeting, and decision support for all business lines. In this role you will conduct research, perform analysis and develop financial/operational models to inform and support growth strategies.
Job Responsibilities
- Oversight of consolidated budgeting, 3-year plan and financial reporting
- Financial modeling and analysis related to current businesses and new opportunities and scenario planning
- Develop, implement and maintain excel and Adaptive models and accurate and timely information to enable decision support and ad-hoc analysis
- Create annual and quarterly earnings materials for investor presentations and SEC filings
- Manage and mentor global FP&A team members
- Delivery of real-time and monthly forecasting
- Decision support for general corporate finance projects
- Develop presentations for board and operating committee materials
- Communicate financial information in a concise and accessible manner to non-finance personnel and management
- Oversee corporate-wide expense management and analysis and support departments with their budget and variance analytics
Qualifications
- Bachelor’s Degree in Accounting, Finance, Economics, Math or related field
- Minimum 8+ years of experience in financial analysis, FP&A or other similar finance roles
- Excellent PowerPoint and Excel skills (VLOOKUP, PivotTables, etc.)
- Excellent financial analysis and modeling skills
- Experience with Adaptive Planning, Tableau, Alteryx and AI tools is a plus
- Prior knowledge of capital markets or the financial technology industry is a plus
- Exceptional computational and analytical abilities and sharp attention to detail
- Excellent project management, presentation and interpersonal skills are essential
- Excellent communication skills in a variety of mediums - must be comfortable working cross-functionally with people at multiple levels and from multiple disciplinary backgrounds
- Ability to work in and be comfortable with fast paced, fluid environment
- Self-starter who takes initiative and completes all projects with high energy and ability to prioritize and take ownership
- Able to resolve complex problems and articulate/communicate in a simple manner
- Financial, Planning, and Analysis experience a plus – especially driving annual planning process
Additional Information
Tradeweb is committed to providing valuable and competitive benefits. In addition to working in our culture of innovation and collaboration, we offer:
- Health Insurance: Highly competitive medical, dental, and vision programs
- Hybrid Environment: Our employees have the flexibility of working in the office and from home.
- Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
- Maven Family Building Benefit: Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10. Tradeweb provides a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption and surrogacy expenses.
- Building Wealth - 401(k) Savings Plan: Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.
- The current pay range for this role if performed in the city of New York is currently $110,000 to $170,000 per year, based on a regular, full-time schedule. The amount of pay offered will be determined by a number of factors, including but not limited to qualifications, market data, geographic location, and internal guidelines.
Other Benefit Programs
- Pre-Tax Commuter Benefits Program
- ARAG Legal Services
- Employee Assistance Program
- Tuition Reimbursement
- Financial Wellness Tools
- Travel Assistance Benefits
- Pet Insurance
- Corporate Gym Subsidies
- Wellness Perks
- Paid Time Off and Parental Leave
Company Description
Tradeweb is a global leader in electronic trading for rates, credit, equities, and money markets. As financial markets become increasingly interconnected, our technology enables efficient, multi-asset trading on a global scale. We serve more than 3,000 clients in more than 85 countries, including many of the world’s largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers.
Creative collaboration and sharp client focus have helped fuel our organic growth. We facilitated average daily trading volume (ADV) of more than $2.2 trillion over the past four fiscal quarters, topping $2.5 trillion in ADV for the first quarter of 2025.
Since our IPO in 2019, Tradeweb has completed four acquisitions and doubled our revenues – and 2024 was our 25th consecutive year of record revenues.
Tradeweb is a great place to work, recognized in 2024 by Forbes as one of America’s Best Companies (2024) and by U.S. News & World Report as one of the Best Financial Services Companies to Work For.
Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.
Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.
Group Details
As the senior member of the FP&A team, you should expect to be an active participant working with business leaders and CFO in analyzing firmwide budgets and forecasts, as well as strategic opportunities and initiatives. The Finance department supports the Tradeweb Executive Management team in forecasting, budgeting, and decision support for all business lines. In this role you will conduct research, perform analysis and develop financial/operational models to inform and support growth strategies.
Job Responsibilities
- Oversight of consolidated budgeting, 3-year plan and financial reporting
- Financial modeling and analysis related to current businesses and new opportunities and scenario planning
- Develop, implement and maintain excel and Adaptive models and accurate and timely information to enable decision support and ad-hoc analysis
- Create annual and quarterly earnings materials for investor presentations and SEC filings
- Manage and mentor global FP&A team members
- Delivery of real-time and monthly forecasting
- Decision support for general corporate finance projects
- Develop presentations for board and operating committee materials
- Communicate financial information in a concise and accessible manner to non-finance personnel and management
- Oversee corporate-wide expense management and analysis and support departments with their budget and variance analytics
Qualifications
- Bachelor’s Degree in Accounting, Finance, Economics, Math or related field
- Minimum 8+ years of experience in financial analysis, FP&A or other similar finance roles
- Excellent PowerPoint and Excel skills (VLOOKUP, PivotTables, etc.)
- Excellent financial analysis and modeling skills
- Experience with Adaptive Planning, Tableau, Alteryx and AI tools is a plus
- Prior knowledge of capital markets or the financial technology industry is a plus
- Exceptional computational and analytical abilities and sharp attention to detail
- Excellent project management, presentation and interpersonal skills are essential
- Excellent communication skills in a variety of mediums - must be comfortable working cross-functionally with people at multiple levels and from multiple disciplinary backgrounds
- Ability to work in and be comfortable with fast paced, fluid environment
- Self-starter who takes initiative and completes all projects with high energy and ability to prioritize and take ownership
- Able to resolve complex problems and articulate/communicate in a simple manner
- Financial, Planning, and Analysis experience a plus – especially driving annual planning process
Additional Information
Tradeweb is committed to providing valuable and competitive benefits. In addition to working in our culture of innovation and collaboration, we offer:
- Health Insurance: Highly competitive medical, dental, and vision programs
- Hybrid Environment: Our employees have the flexibility of working in the office and from home.
- Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
- Maven Family Building Benefit: Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10. Tradeweb provides a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption and surrogacy expenses.
- Building Wealth - 401(k) Savings Plan: Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.
- The current pay range for this role if performed in the city of New York is currently $110,000 to $170,000 per year, based on a regular, full-time schedule. The amount of pay offered will be determined by a number of factors, including but not limited to qualifications, market data, geographic location, and internal guidelines.
Other Benefit Programs
- Pre-Tax Commuter Benefits Program
- ARAG Legal Services
- Employee Assistance Program
- Tuition Reimbursement
- Financial Wellness Tools
- Travel Assistance Benefits
- Pet Insurance
- Corporate Gym Subsidies
- Wellness Perks
- Paid Time Off and Parental Leave
See All 29 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
- Mastercard3
- Riveron3
- Marathon Asset Management2
- Medidata Solutions2
- Tradeweb2
Top Industries Hiring
- Technology & Software8
- Healthcare & Medical Services4
- Investment & Asset Management3
- Consulting & Professional Services2
- Banking & Financial Services1
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 Mastercard, Riveron, and Marathon Asset Management, based on current listings on Migrate Mate as of June 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, Harrison, and Melville. 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 28% of financial planning openings tied to New York are remote or hybrid as of June 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 29 Financial Planning Jobs in New York
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