Top 652 Financial consultant Jobs in Manhattan, Ny

Associate Manager, Financial Planning
MissionSquare —New York, NY
- $84,880 - $127,330 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
- Tuition reimbursement
Wealth Management Advisor
Blue Ocean Wealth Solutions —Greenvale, NY
- $90,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Health savings account
- Health insurance
Quick Apply
Financial Advisor (Licensing & Training Provided)
Northwestern Mutual —White Plains, NY
- $61,000 - $250,000 a year
- Full-time
- Background check
- Sales
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Experienced Financial Advisor -- New York, NY
Edward Jones —New York, NY
- $50,000 - $125,000 a year
- Full-time
- Office
- Residential
- Fair chance
- Profit sharing
- Health savings account
VP, Financial Consultant - Forest Hills, NY
Charles Schwab —Forest Hills, NY
- $75,000 - $100,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
Entry Level - Financial Advisor
Equitable Advisors, LLC —New York, NY
- $36,400 - $125,000 a year
- Full-time
- Management
- Sales
- Office
- Health savings account
- Employee stock purchase plan
Quick Apply
Entry Level - Wealth Management
Equitable Advisors —Manhattan, NY
- $34,500 - $125,000 a year
- Full-time
- Office
- US work authorization
- Financial services
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Advisor - with Full Training and Development
Northwestern Mutual —New York, NY
- $55,000 - $159,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid training
- Health insurance
Quick Apply
8d
Associate – Investment Consulting Services – 2026 – (Hybrid)
Andersen —New York, NY
- $72,500 - $96,500 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Paid holidays
- Health insurance
8d
Entry-Level Financial Planner
New York Life Insurance - New York City —New York, NY
- $116,000 a year
- Computer literacy
- Finance
- Math
Quick Apply
Senior Wealth Advisor
Current —New York, NY
- $150,000 - $600,000 a year
- Full-time
- Business development
- Mentoring
- Financial services
- Disability insurance
- Health insurance
Wealth Management Analyst
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
Dental Practice Financial Consultant
Smile Cafe Dental Spa | Park Avenue —New York, NY
- $55 - $85 an hour
- Part-time
- Dental office
- CPA
- Mid-level
- Professional development assistance
- Flexible schedule
Quick Apply
2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
JPMorganChase —New York, NY
- $100,000 - $110,000 a year
- Full-time
- Office
- US work authorization
- Organizational skills
Wealth Planner
Cerity Partners —New York, NY
- $110,000 - $120,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Dental insurance
Full-time tenure-track Assistant or Associate Professor of Finance
PACE UNIVERSITY —New York, NY
- $175,000 - $185,000 a year
- Full-time
- Classroom
- Finance
- University
- Wellness program
- Health insurance
Private Wealth Management Associate
Morgan Stanley —New York, NY
- $75,000 - $125,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
Wealth Strategist/Sales Rep
Northern Trust Corp. —New York, NY
- $158,010 - $276,460 a year
- Full-time
- Business development
- Analysis skills
- Senior level
- Health insurance
- Dental insurance
Financial Planning Specialist
Altfest Personal Wealth Management —New York, NY
- $80,000 - $105,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- Finance
- AD&D insurance
- Disability insurance
Quick Apply
Associate, Client Advisory
Jordan Park Group —New York, NY
- $125,000 - $150,000 a year
- Mid-level
- 3 years
- Finance
- Commuter assistance
- Health insurance

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Associate Manager, Financial Planning

MissionSquare -
New York, NY

Apply Now

Job Details

Full-time
$84,880 - $127,330 a year

Benefits

401(k)
Financial planning services
Tuition reimbursement
401(k) matching

Qualifications

Customer communication
CFP
FINRA License
Stakeholder relationship building

Full Job Description

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.

$84,880.00 - $127,330.00

The Associate Manager, Financial Planning delivers financial planning education and services to participants of the New York City Deferred Compensation Plan. The role supports participant engagement and plan growth through seminars and individual financial planning sessions, while strengthening participant relationships before and throughout retirement.

THIS IS NOT A SALES POSITION - NO SELLING INVOLVED.

***PLEASE NOTE: This is a hybrid position with two (2) days remote and three (3) days onsite.

Onsite address is:

22 Cortlandt Street, New York, NY (Lower Manhattan, one block from World Trade Center, which is conveniently located near subway and Path Train stations.

Essential Functions for this role include:

Deliver financial planning seminars at Deferred Compensation Plan headquarters and agency work‑site locations to position MissionSquare’s NYC Deferred Compensation Plan as the primary financial planning resource.
Conduct financial planning seminars to deepen participant relationships, retain existing participants, and promote plan participation growth.
Assist with individual planning sessions, seminar updates, and handout revisions within the assigned geographic area.
Maintain current knowledge of NYC Deferred Compensation Plan services and applicable city‑wide employee benefits.
Maintain working knowledge of the broader financial planning industry and best practices.
Present approved Deferred Compensation On‑Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.
Deliver financial planning content using effective presentation and interpersonal communication skills to ensure participant comprehension of financial concepts and reports.
Prepare and deliver individualized financial plans virtually or in person at headquarters locations when requested by plan participants.
Perform other duties and special projects as assigned.
Present seminars and conduct sessions before or after standard business hours as required.
Performs other duties as assigned

If you have the following skills, we encourage you to apply:

Bachelor’s degree or equivalent experience.
One to three years of financial services experience.
CFP® designation required.
FINRA Series 7 and Series 63 licenses preferred but not required.
Knowledge of 457, 401(K), 403(b), IRA, and other qualified retirement plans.
Knowledge of NYC Deferred Compensation Plan products and services.
Strong presentation skills for large group settings.
Excellent interpersonal and verbal communication skills.
Demonstrated ability to build and maintain effective participant relationships.
Ability to learn and retain technical financial planning concepts.
Strong written communication skills.
Ability to remain composed, listen effectively, and adapt communication styles to participant needs.

To benefit your career and support your wellbeing, we offer:

Competitive Total Rewards package , including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
Flexible and hybrid work schedules to support work-life balance
Tuition reimbursement to support continued education
Professional and career development opportunities , including courses and certifications
Comprehensive wellness programs promoting physical, mental, and emotional health
Volunteerism initiatives to encourage community engagement

Equal Employment Opportunity

As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Apply Now

Refine Your Search

financial consultant jobs in manhattan, ny

Associate Manager, Financial Planning

Wealth Management Advisor

Financial Advisor (Licensing & Training Provided)

Experienced Financial Advisor -- New York, NY

VP, Financial Consultant - Forest Hills, NY

Entry Level - Financial Advisor

Entry Level - Wealth Management

Wealth Management Advisor - with Full Training and Development

Associate – Investment Consulting Services – 2026 – (Hybrid)

Entry-Level Financial Planner

Senior Wealth Advisor

Wealth Management Analyst

Dental Practice Financial Consultant

2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank

Wealth Planner

Full-time tenure-track Assistant or Associate Professor of Finance

Private Wealth Management Associate

Wealth Strategist/Sales Rep

Financial Planning Specialist

Associate, Client Advisory

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