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 5 of 49+ Wealth Management Advisor jobs
Rooted in Mission. Powered by Your Practice.
As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:
- Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests
- Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement
- Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
- Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
- Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients
The Experience You Bring
Required:
- 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
- Deep knowledge of investment solutions and financial planning
- Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests
- Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives
- Thrives with both autonomy and accountability
- FINRA Series 7 and Series 63; Series 65 or 66
- Life and Health Insurance License — all licenses must be obtained within 120 days of start date
Preferred:
- Life and Health Insurance License (Resident State) Multiple Issuers required
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion
Rewarding the Practice You Build
This is a sales role — in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.
TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.
Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth ManagementAnticipated Posting End Date:
2026-10-31 Base Pay Range: $100,000/yr - $110,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Rooted in Mission. Powered by Your Practice.
As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:
- Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests
- Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement
- Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
- Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
- Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients
The Experience You Bring
Required:
- 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
- Deep knowledge of investment solutions and financial planning
- Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests
- Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives
- Thrives with both autonomy and accountability
- FINRA Series 7 and Series 63; Series 65 or 66
- Life and Health Insurance License — all licenses must be obtained within 120 days of start date
Preferred:
- Life and Health Insurance License (Resident State) Multiple Issuers required
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion
Rewarding the Practice You Build
This is a sales role — in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.
TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.
Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth ManagementAnticipated Posting End Date:
2026-10-31 Base Pay Range: $100,000/yr - $110,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
See All 49 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
- JPMorganChase12
- Citi6
- Lpl Financial4
- Citizens3
- TIAA2
Top Industries Hiring
- Investment & Asset Management13
- Banking & Financial Services8
- Manufacturing1
- Chemicals & Materials1
- Technology & Software1
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 Lpl Financial, based on current listings on Migrate Mate as of August 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 Pittsford 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 12% of wealth management advisor openings tied to New York are remote or hybrid as of August 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 49 Wealth Management Advisor Jobs in New York
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