Financial Planner Salaries in New York State

A Bachelor’s degree in finance, business administration, or alternate related analytical field is required. Experience working with Microsoft Office, Excel, CRM…

$100,000 a year

A bachelor's degree is a plus. Guide clients in developing personalized financial strategies that align with their goals and values.

$116,000 a year

Flexible schedule with the opportunity to build your own career. Collect each client’s financial information to determine financial status, financial goals,…

$85,000 - $132,000 a year

CAPTRUST, a leading national independent RIA, is seeking an experienced Senior Financial Planner to join our growing team on Long Island.

$150,000 - $200,000 a year

Communication –Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail.

$75,000 - $90,000 a year

Communicate complex financial concepts in a clear, approachable manner to clients and team members alike. Ability to communicate complex financial concepts in a…

$100,000 a year

7 days ago