Financial Planner Jobs in New York, NY (3,347)
Senior Financial Planner
CFA Institute
Hoboken, New Jersey
401(k)
Health Insurance
$74.1k - $123.5k / year
Insurance Sales Agent
New York Life
Queens, NY
Dental Insurance
Director, Financial Planner/Wealth Advisor, Private Bank
Webster Bank
Jericho, New York
$120k / year
Financial Consultant
Equitable Advisors
New York, New York
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
Experienced Insurance Professional
New York Life
Queens, NY
Health Insurance
Dental Insurance
Vision Insurance
Financial Sales Professional
New York Life
Queens, NY
Dental Insurance
Vision Insurance
Financial Transformation Consultant-Kiwi Partners
EPIP
New York, New York
Health Insurance
Parental Leave
$80k - $100k / year
Financial Planning Consultant
Simplicity Group Holdings
Summit, New Jersey
New
401(k)
Dental Insurance
Vision Insurance
$65k - $80k / year
Senior Financial Consultant
Fullridge Advisors
New York, New York
New
$120k - $150k / year
Financial Services Consultant
Smartsheet
New York, New York
401(k)
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
$92.5k - $137.5k / year
Financial Consultant
Flagstar Bank, N.A. in
New York, New York
Health Insurance
$35.6k - $66.5k / year
FINANCIAL ADVISOR (, NY, United States)
Citizens
New York, NY
New
Dental Insurance
Vision Insurance
$90k - $105k / year
Private Wealth Client Service Manager
Coda Search│Staffing
New York, New York
New
$110k / year
Wealth Management Associate
Equitable Advisors
Hoboken, New Jersey
Entry-Level
Dental Insurance
Vision Insurance
Private Client Relationship Manager
Citizens Bank
Fort Lee, New Jersey
New
Health Insurance
Principal Consultant, Financial Management (Canada)
Plative
New York, New York
Financial Advisor – Estate Planning
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$100k - $135k / year
Estate Financial Advisor
Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
$100k - $135k / year
Financial Planner
Fidelity Investments
Paramus, NJ
New
Education
Financial Advisor
Fidelity Investments
Paramus, NJ
New
Education
Financial Advisor
Equitable Advisors
New York, NY
Health Insurance
Dental Insurance
Vision Insurance
$250 - $1,000 / week
Financial Advisor (Training Provided)
Northwestern Mutual
New York, NY
Dental Insurance
Vision Insurance
$80k - $110k / year
Citi Wealth at Work - Financial Planner - Dir
Citigroup
New York, NY
Dental Insurance
$170k - $300k / year
Merrill Financial Solutions Advisor - SD Financial Center
Bank of America
New York, NY
Diversity Leader
Eco-Friendly
$75k - $85k / year
Merrill Experienced Financial Advisor
Bank of America
New York, NY
Diversity Leader
Eco-Friendly
$48k - $100k / year
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
New York, NY
Diversity Leader
$85k - $193.4k / year
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
New York, NY
Diversity Leader
$119.5k - $272.1k / year
Financial Solutions Advisor - Consumer Investments - Westfield Financial Center
Bank of America
Westfield, NJ
Diversity Leader
Eco-Friendly
Citi Wealth - Wealth Relationship Manager - Manhattan
Citigroup
New York, NY
Dental Insurance
$88.4k - $132.6k / year
HYBRID- Senior Associate - HNW Tax Family Office
Jobot
New York, NY
Hybrid
Hospitality
$120k - $140k / year
Financial Consultant
Banco Popular Puerto Rico
New York, NY
Health Insurance
$62.4k / year
Citi Wealth - Wealth Relationship Manager SAFE Act - 1st Ave & 79th St
Citigroup
New York, NY
Dental Insurance
$88.4k - $132.6k / year
Certified Financial Planner (CFP) - Remote
Jobot
🌎 Remote
Remote
401(k)
$150k - $210k / year
Wealth Planner
TalentLink Solutions
Maplewood, NJ
401(k)
Health Insurance
Dental Insurance
Wealth Strategist - City National Rochdale
City National Bank
New York, NY
$127.6k - $237k / year
Senior Wealth Advisor SAFE Act - Westchester
Citigroup
New York, NY
Dental Insurance
$70k / year
Citi Wealth at Work - Financial Planner - Dir
Citigroup
New York, NY
Dental Insurance
$170k - $300k / year
Financial Planner Salary in New York
Financial Planners working in New York, NY make an average annual salary of $76K and a maximum annual salary of around $135K.
Job Description
Working as a Financial Planner in New York, NY
There are 3,347 Financial Planner opportunities available in New York, NY all with unique requirements.
The financial planner has the responsibility of designing and implementing financial strategies for their clients. He or she helps clients build a complete financial plan: this is accomplished by setting objectives, drawing up, reviewing, and monitoring the financial plan. They produce resources that assist employers in choosing appropriate strategies and tools to meet the needs of businesses and individuals. A strong understanding of retirement planning, savings, investments, and taxation is necessary for this position.
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Financial Planners in New York, NY Resume Data
Average Experience for Financial Planners in New York, NY
- More than 10 years: 64%
- 6-10 years: 25%
- 3-5 years: 9%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Planners in New York, NY
- Bachelors: 54%
- Masters: 27%
- Diploma: 10%
- Associates: 7%
- Doctorate: 2%
Top Skill for Financial Planners in New York, NY
- Customer focus & orientation: 18%
- Attention to detail: 16%
- Administrative assistant/receptionist: 10%
- Sales skills: 10%
- Work style: Reliability: 9%
- Spreadsheets with Microsoft Excel: 9%
- Customer service: 8%
- Management & leadership skills: Planning & execution: 7%
- Verbal communication: 7%
- Management & leadership skills: Impact & influence: 6%
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