Top 926 Financial planner Jobs in New York State

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —New York, NY
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
13d
Investment Consultant - Forest Hills, NY
Charles Schwab —Forest Hills, NY
- $68,300 - $97,900 a year
- Mid-level
- Office
- 2 years
- Paid parental leave
- Employee stock purchase plan
Client Relationship Manager - Wealth Management
Robert Half —Rye, NY
- $110,000 - $135,000 a year
- Email
- Mid-level
- Finance
- Bachelor's degree
- Disability insurance
- Dental insurance
Quick Apply
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —New York, NY
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
13d
Financial Advisor - OR, NY, NJ, FL, or CA
Current —New York, NY
- $150,000 - $600,000 a year
- Full-time
- In-person
- Senior level
- Banking
- Disability insurance
- Health insurance
Private Wealth Director
Northern Trust Corp. —New York, NY
- $236,555 - $414,115 a year
- Full-time
- CPA
- Finance
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Portfolio Advisor
Northern Trust Corp. —New York, NY
- $189,290 - $331,200 a year
- Full-time
- Accounting
- US work authorization
- Senior level
- Health insurance
- Dental insurance
Adjunct Faculty of Financial Planning
New York University —New York, NY
- $214.24 a day
- Classroom
- Public speaking
- Research
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —New York, NY
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
13d
Wealth Management Advisor
TIAA —New York, NY
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development experience
- Continuous improvement
- Tuition reimbursement
- Retirement plan
14d
Private Wealth Management Portfolio Management Associate
Morgan Stanley —New York, NY
- $68,000 - $120,000 a year
- Full-time
- Computer literacy
- Writing skills
- Research
7d
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
Registered Representative Financial Services - Kingston, NY
ULSTER FINANCIAL GROUP INC —Kingston, NY
- $31,200 - $100,000 a year
- Full-time
- Hybrid work
- Bilingual
- Background check
- Computer literacy
- Paid holidays
- Health insurance
Financial Services Professional
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Latham, NY
- $75,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Office
- Health insurance
- Dental insurance
Quick Apply
Entry-Level Financial Sales Consultant - Unlimited Earning Potential
United Financial Network —New York, NY
- $35,360 - $250,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Commuter assistance
- Health insurance
Quick Apply
Financial Advisor
Equitable Advisors —New York, NY
- $34,500 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
VP, Financial Consultant - Forest Hills, NY
Charles Schwab —Forest Hills, NY
- $75,000 - $100,000 a year
- Background check
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
9d
Financial Services Representative
NYLIC —Melville, NY
- $60,000 - $100,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Financial Services Representative
Blue Ocean Wealth Solutions, LLC- A MassMutual Firm —East Hills, NY
- $90,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development experience
- Health savings account
- Health insurance
Quick Apply
Financial Sales Associate
Center for Wealth Preservation a MassMutual Firm —Syosset, NY
- Email
- Hybrid work
- Background check
- Sales
- US work authorization
- Health savings account
- Health insurance
Quick Apply

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financial planner jobs near new york state

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab -
New York, NY

Apply Now

Job Details

$168,000 - $228,000 a year
13 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Tax planning
Customer relationship building
Coaching
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Experience practicing in the securities industry

Full Job Description

New York, NY

Requisition ID 2026-123309 Category Financial Planning Position type Regular Pay range USD $168,000.00 - $228,000.00 / Year Application deadline 2026-07-10

Your opportunity

At Schwab, you’re empowered to make an impact on your career.Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As aSr. Manager, Wealth Advisor,you’llmanage ongoing client relationships, deliver holistic financial planning, andprovidetailored investment guidance aligned to Schwab’s approach to investing.You’llcollaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

Client Experience:Demonstratedability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management:Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning:Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to clientobjectives, risk profile, and long-term outcomes.
Coachability:Demonstratesa senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness:Exercises sound judgment and risk awareness—recognizing when situations exceed scope or requireadditionalexpertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

Additional Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
May be obtained within the first120 days

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

financial planner jobs in new york state

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Investment Consultant - Forest Hills, NY

Client Relationship Manager - Wealth Management

Wealth Advisor, Schwab Wealth Advisory

Financial Advisor - OR, NY, NJ, FL, or CA

Private Wealth Director

Portfolio Advisor

Adjunct Faculty of Financial Planning

Associate Wealth Advisor, Schwab Wealth Advisory

Wealth Management Advisor

Private Wealth Management Portfolio Management Associate

Associate Manager, Financial Planning

Registered Representative Financial Services - Kingston, NY

Financial Services Professional

Entry-Level Financial Sales Consultant - Unlimited Earning Potential

Financial Advisor

VP, Financial Consultant - Forest Hills, NY

Financial Services Representative

Financial Services Representative

Financial Sales Associate

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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