Wealth Management Advisor Jobs in New York
Wealth Management Advisor jobs in New York represent one of the most active and competitive markets in the country, concentrated in private banking, family office services, asset management, and independent advisory firms, with openings at every level from associate advisor through senior relationship manager. Most hiring centers on New York City, White Plains, and Garden City, where firms like Morgan Stanley, UBS, and Merrill Lynch maintain large, established presences. High-net-worth client management, retirement planning, and portfolio construction are consistently the most in-demand specialties. Find a role that fits below and apply directly.
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Showing 4 of 73+ Wealth Management Advisor jobs
Entrepreneurship while making an impact.
This is a career shift that could change everything.
Things have changed in the past year, you’ve changed. You know your worth and are tired of working for someone else, being undervalued and micromanaged. You know that frustration you’re feeling? That inner voice telling you that your capable of more, to be bold, build something, make a difference in your community?
We understand this too and know that you can build a sustainable career with impact, it is possible and it’s happening throughout our firm. You can make a career move that may redefine the way you think about work and the legacy you leave. If this or the below information resonates with you, submit your resume for consideration into our selection process.
If you’ve considered starting a business, this may what you’re looking for.
As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share.
- Make an impact on the community, people’s lives, and the communities you care for by providing paths to financial stability and peace of mind.
- Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship.
- Experience the power of independence and flexibility – with the freedom to live the life you want to live.
- Working for yourself alongside other driven, competitive, hardworking people who support you being your best every day.
How will you build your business? You will…
- Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications.
- Establish impactful networks in the community and learn how to authentically build referral connections.
- Develop and maintain long-term client relationships (our average client relationship is over 40 years.)
- Provide customized financial strategies and solutions through factfinding and holistic financial planning.
- Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning.
- The opportunity to design your roadmap to leadership and specialized roles.
- Be rewarded
Who do you need to be?
- Dependable, consistent, full of integrity and honesty.
- Excellent communicator and relationship builder.
- A driven, independent, self-motivated, and goal-oriented person.
- Growth minded, coachable with strong desire for long term success.
Who we are.
- Unsurpassed Financial Strength, Financial Ratings the highest in any industry
- Fortune’s 2025 Worlds Most Admired Companies, #1 in our class
- Top 5 Independent Broker-Dealer
- Ranked 112 on the esteemed FORTUNE 500 list
- $400 million + donated through the NM Foundation
- 455,000 hours donated toward Children’s Cancer Research
- Countless volunteer hours toward local initiatives
- A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
At Northwestern Mutual we believe that everyone deserves to spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for 165 years and has a proven track record of financial success.
Job Type: Full-time
Pay: $75,000.00 - $159,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Paid training
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Education:
- Bachelor's (Required)
Experience:
- Sales: 1 year (Preferred)
- Professional : 1 year (Preferred)
Ability to Commute:
- New York, NY 10004 (Preferred)
Work Location: In person
Entrepreneurship while making an impact.
This is a career shift that could change everything.
Things have changed in the past year, you’ve changed. You know your worth and are tired of working for someone else, being undervalued and micromanaged. You know that frustration you’re feeling? That inner voice telling you that your capable of more, to be bold, build something, make a difference in your community?
We understand this too and know that you can build a sustainable career with impact, it is possible and it’s happening throughout our firm. You can make a career move that may redefine the way you think about work and the legacy you leave. If this or the below information resonates with you, submit your resume for consideration into our selection process.
If you’ve considered starting a business, this may what you’re looking for.
As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share.
- Make an impact on the community, people’s lives, and the communities you care for by providing paths to financial stability and peace of mind.
- Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship.
- Experience the power of independence and flexibility – with the freedom to live the life you want to live.
- Working for yourself alongside other driven, competitive, hardworking people who support you being your best every day.
How will you build your business? You will…
- Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications.
- Establish impactful networks in the community and learn how to authentically build referral connections.
- Develop and maintain long-term client relationships (our average client relationship is over 40 years.)
- Provide customized financial strategies and solutions through factfinding and holistic financial planning.
- Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning.
- The opportunity to design your roadmap to leadership and specialized roles.
- Be rewarded
Who do you need to be?
- Dependable, consistent, full of integrity and honesty.
- Excellent communicator and relationship builder.
- A driven, independent, self-motivated, and goal-oriented person.
- Growth minded, coachable with strong desire for long term success.
Who we are.
- Unsurpassed Financial Strength, Financial Ratings the highest in any industry
- Fortune’s 2025 Worlds Most Admired Companies, #1 in our class
- Top 5 Independent Broker-Dealer
- Ranked 112 on the esteemed FORTUNE 500 list
- $400 million + donated through the NM Foundation
- 455,000 hours donated toward Children’s Cancer Research
- Countless volunteer hours toward local initiatives
- A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
At Northwestern Mutual we believe that everyone deserves to spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for 165 years and has a proven track record of financial success.
Job Type: Full-time
Pay: $75,000.00 - $159,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Paid training
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Education:
- Bachelor's (Required)
Experience:
- Sales: 1 year (Preferred)
- Professional : 1 year (Preferred)
Ability to Commute:
- New York, NY 10004 (Preferred)
Work Location: In person
See All 73 Wealth Management Advisor Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
Find JobsWealth Management Advisor Jobs by City in New York
Where New York roles are concentrated, by current openings.
Wealth Management Advisor Job Market in New York
A snapshot from current New York openings, updated as new roles post.
Who's Hiring
- JPMorganChase31
- Citi10
- Wealthbridge Financial6
- Lpl Financial3
- Savvy Wealth2
Top Industries Hiring
- Investment & Asset Management
- Banking & Financial Services
- Insurance
- Manufacturing
- Chemicals & Materials
What New York Employers Look For
The qualifications that appear most often in wealth management advisor jobs across New York.
- Active FINRA Series 65 or Series 66 registration required for New York advisory roles
- Bachelor's degree in finance, economics, or a closely related field required
- CFP designation preferred or actively pursued for client-facing wealth management positions
- Demonstrated experience managing high-net-worth or ultra-high-net-worth client relationships
- Proficiency with financial planning software such as eMoney, MoneyGuide Pro, or Salesforce
- Strong knowledge of investment products, estate planning concepts, and tax-efficient strategies
Wealth Management Advisor Jobs in New York: Frequently Asked Questions
How do you become a wealth management advisor in New York?
Becoming a wealth management advisor in New York typically starts with a bachelor's degree in finance, economics, or accounting, followed by passing FINRA licensing exams such as the Series 7 and Series 66, both of which are required for providing investment advice and earning commissions in New York. Most candidates begin at a broker-dealer, bank, or wirehouses like Morgan Stanley or Merrill Lynch as an associate or analyst. Earning a CFP credential strengthens candidacy considerably for client-facing roles at independent and fee-only advisory firms.
How much do wealth management advisors make in New York?
Wealth management advisors 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 wealth management advisors in New York?
Employers hiring wealth management advisors in New York right now include JPMorganChase, Citi, and Wealthbridge Financial, based on current listings on Migrate Mate as of October 2026. New York's density of global investment banks, private banks, and independent registered investment advisors makes it one of the deepest hiring pools in the country for this role.
Which New York cities have the most wealth management advisor jobs?
New York, Brooklyn, and Plainview have the most wealth management advisor openings in New York. New York City dominates due to its concentration of global investment banks, wirehouses, and family offices headquartered in Manhattan, while White Plains and Garden City attract regional advisory firms and bank branches serving affluent suburban communities in Westchester and Nassau counties.
Are there remote wealth management advisor jobs in New York?
Yes, but they are less common than in purely analytical fields, since client relationship management in wealth advisory often relies on in-person trust-building. About 61% of wealth management advisor openings tied to New York are remote or hybrid as of October 2026. The roles most likely to offer remote flexibility are financial planning support, paraplanner, and back-office portfolio analysis positions rather than primary client-facing advisor roles.
How can I get hired as a wealth management advisor in New York with little or no experience?
The most realistic entry path is joining a wirehouse like Morgan Stanley, Merrill Lynch, or UBS through their formal financial advisor training programs, which are designed for candidates without prior advisory experience. New associate programs at these firms typically combine licensing support, mentorship, and a structured client development curriculum. Candidates who enter from adjacent roles such as retail banking, financial planning analyst, or insurance sales gain a meaningful edge. Completing the Series 7 and Series 66 before applying demonstrates commitment and accelerates hiring consideration.
Where can I find and apply to wealth management advisor jobs in New York?
You can find and apply to wealth management advisor jobs in New York on Migrate Mate, which lists current openings from employers hiring in the state right now. Find roles that match your experience and credentials below and apply directly.
See All 73 Wealth Management Advisor Jobs in New York
Find roles in New York that match your experience and apply in just a few clicks.
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