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Financial Consultant Jobs in New York, United States
650+ financial consultant jobs from 330+ companies hiring in New York, United States.
2w
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Financial Consultant
Amherst or Rochester or Buffalo
$75k-$100k/yr HybridFull Time
3+ YOEProvide in-person and virtual financial counseling; hold required FINRA licenses; 3+ years in financial services; 120 days to obtain licenses.
4d
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Financial Consultant, Industry Relations
United States
RemoteFull Time
Healthcare/pharma analytics, PBM underwriting or health care contracting, financial consulting or auditing experience.
1w
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Financial Consultant (Queens & Brooklyn)
Far Rockaway, New York, United States
HybridFull Time
Bachelor's degree in finance or economics; relevant financial consulting experience preferred; strong analytical, communication, and client relationship skills; familiar with financial planning software.
financial planning software
1w
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Financial Consultant
Goshen or United States
RemoteFull Time
Provide financial advice, build client relationships, and generate sales while maintaining Everence products knowledge.
CRM software, OnBase, Microsoft Office
1mo
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Financial Consultant
Plattsburgh or Malone
$66k-$109k/yr OnsiteFull Time
2+ YOEBachelor's degree; FINRA licenses (7, 63/65/66); CFP preferred; knowledge of investments, retirement planning, taxes, and insurance; strong communication; 2–5 years in financial advising; bilingual a plus.
Financial planning software, CRM systems
1mo
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Financial Planning Consultant
United States or United States or United States
$78k-$145k/yr RemoteFull Time
5+ YOESeries 7 required within 6 months; 5+ years professional experience; travel ~20%; strong financial planning and consulting skills.
Northwestern Mutual planning software, CRM, client website, client account aggregation, FactFinder
6d
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Financial Consultant - Remote
United States
$73k-$130k/yr RemoteFull Time
5+ YOEBachelor’s degree in finance or related field; 5+ years financial experience; MS Excel; strong analytical, forecasting, and partnering with leaders.
MS Excel, Tableau
2mo
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Financial Consultant
Howard Beach, New York, United States
$36k-$98k/yr OnsiteFull Time
3+ YOEHigh school diploma required; bachelor's preferred; licenses for Life/Health/Accident, Variable Annuity, Series 7/63/66; 3+ years retail sales; banking/investment experience preferred; strong sales, coaching, and communication skills.
1mo
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Financial Consultant
Scotia, New York, United States
OnsiteFull Time
Active securities licenses (Series 7, 24, 63, 65, 66) and Life & Health Insurance licenses; strong sales and interpersonal skills; ability to motivate clients and communicate effectively.
1mo
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Financial Empowerment Consultant
New York, New York, United States
HybridContract
Part-time independent contractor designing and delivering monthly workshops on financial scam awareness for older adults; 8-10 hours/month; compensation $400 per session; requires financial education background and trauma-informed approach.
3w
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Financial Delivery Consultant
North America
RemoteFull Time
3+ YOE3-5 years in professional services; Bachelor's desired; strong analytical, leadership, and communication skills; MS Office; knowledge of financial processes and VMS software.
Microsoft Office Suite, VMS software
2d
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Consultant – Financial Services Strategy
Boston or New York
$90k-$130k/yr HybridFull Time
3+ YOE3+ years in consulting or corporate strategy with Financial Services exposure; strong analytical, financial modeling, and client-facing skills.
PowerPoint, Excel, Data Visualization
3w
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Senior Financial Implementation Consultant (Healthcare)
United States
$117k-$175k/yr RemoteFull Time
5+ YOE5+ years in financial management software implementations; healthcare implementations; 5+ years consulting; experience with GL and at least one sub-ledger module.
1w
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Financial Management Consultant – SADEP
XX
RemoteContract, Temporary
7+ YOEAdvanced degree in accounting/finance; 7+ years financial management; IFAD project experience; CPA/ACCA preferred; English proficiency; familiarity with IPSAS/IFRS; knowledge of South Sudan/East Africa.
IFAD financial reporting templates, Accounting software
2w
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Financial Consultant - Plainview, NY
Plainview, New York, United States
$60k-$75k/yr HybridFull Time
FINRA Series 7 and 63 licenses, Series 65 or 66 preferred or to be obtained; strong relationship-building and client advisory skills.
1mo
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Financial Institutions Management Consultant (West Coast)
United States
$100k-$130k/yr RemoteFull Time
10+ YOEBachelor’s degree or equivalent; 10+ years financial services in relationship management or consulting; FINRA Series 7/66 and/or Series 63/65 and Life Insurance License.
2w
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Consultant - Financial Institution Advisory
Washington or New York
$100k-$145k/yr OnsiteFull Time
2+ YOEBachelor's in accounting/finance; 2-4 years in accounting or Big Four; CPA or progress toward CPA; strong Excel; experience in financial services consulting; willing to travel to client sites.
Excel, PowerPoint, SAS, Python, SQL, RPA
2mo
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Financial Consultant (New York, NY, US, 10004)
New York, New York, United States
$62k-$64k/yr HybridFull Time
4+ YOEHS Diploma/GED with 4+ years in financial services; FINRA 7 and 63; NY Life/Health licensing; Series 65 or 66 within 180 days; strong sales and product knowledge.
4d
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Financial Inclusion and Services Consultant
United States
RemoteMultiple Commitments Available
7+ YOE7–10+ years in financial inclusion and financial sector development; advanced degree; experience with diagnostics, product design, and training; willingness to travel.
1w
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Financial Inclusion and Services Consultant
United States
RemoteContract, Temporary
7+ YOEAdvanced degree in finance/economics or international development; 7–10+ years in financial inclusion with field experience; experience with digital financial services; strong proposal and training skills; willingness to travel.
1mo
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Business Value Consultant, Financial Services
New York City, New York, United States
$309k-$425k/yr RemoteFull Time
9+ YOEBachelor's degree required; MBA preferred; 9+ years in enterprise software sales/consulting; 5+ years as a Business Value Consultant; strong data-driven problem solving; Financial Services domain expertise.
2w
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Implementation, Consultant -Financial Focused
United States
RemoteContract
End-to-end implementations; NetSuite ERP certification; strong communication; consulting experience; SuiteSuccess knowledge; accounting background.
NetSuite, SuiteSuccess
2mo
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Senior Remote Consultant (OneStream Financial Close/Consolidation)
United States
$120k-$150k/yr RemoteFull Time
2+ YOE2+ years OneStream consulting; Financial Close/Consolidation expertise; degree in accounting/finance or information systems; strong communication.
OneStream, Excel, CPM/EPM tools
1mo
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Oracle Cloud ERP/Financial (ALL ERP Modules) Functional Consultant
United States
RemoteFull Time
3+ YOE3-5 years Oracle Cloud ERP experience; lead consultant on 3+ full ERP Financial implementations; higher education experience preferred; travel up to 30%.
Oracle Cloud ERP, Oracle certifications, Data mapping, Reports, Interfaces
2mo
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Healthcare Managed Care & Financial Strategy, Senior Consultant
United States or Chicago
$89k-$148k/yr RemoteFull Time
3+ YOESenior Consultant with 3+ years in strategy and operations in commercial managed care; experience with payer/provider contracts; healthcare financial planning; travel up to 75%.
Word, Excel, PowerPoint
1w
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Financial Analysis Consultant IV - Corporate Development (Hybrid in Buffalo, NY)
Buffalo, New York, United States
$90k-$149k/yr HybridFull Time
5+ YOEBachelor's degree with 5+ years or Associate's with 7+ years experience in accounting/finance; strong financial modeling and analysis; corporate development/M&A experience; CPA/CFA preferred; MBA/CFA ideal.
Financial Modeling, Querying, Visualization
1mo
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Oracle Cloud ERP/Financial (ALL ERP Modules) Functional Consultant
United States
RemoteFull Time
3+ YOE3-5 years Oracle Cloud ERP experience; 3+ full ERP Financial implementations as Lead Consultant; Higher Education experience preferred; 30% travel; bachelor's degree; Oracle Cloud ERP certification a plus.
Oracle Cloud ERP, Oracle Financials
3w
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Senior Consultant- Financial Due Diligence Analytics
United States
RemoteFull Time
3+ YOE3–5 years in financial due diligence/transaction analytics with data-focused mindset; proficient with Power BI/Tableau/Alteryx/SQL/Python/R; CPA eligible or pursuing; CFA a plus; travel up to 30%.
Power BI, Tableau, Alteryx, SQL, Python, R, Excel
1mo
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Senior Solution Consultant - Financial Services
United States
RemoteFull Time
2+ YOE6+ years experience with Bachelor’s; or 4 years with Master’s; or 2 years with PhD; financial services domain knowledge valuable.
SaaS, Cloud, API, Data Visualization
1w
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Financial Services Cybersecurity Senior Consultant
Chicago or Miami or Los Angeles or Dallas or New York or San Francisco or Hartford or Grand Rapids or Houston or Indianapolis or Tampa or Boston
$81k-$159k/yr HybridFull Time
2+ YOEBachelor’s degree in IT-related field; 2+ years in cybersecurity/IT audit/risk advisory; CISSP/CRISC/CISM or progress; OS, DB knowledge; regulatory frameworks; strong PM and writing.
Azure, AWS, GCP, Windows, Linux, Oracle, SQL, IAM
3w
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Financial Analyst
United States
RemoteFull Time
5+ YOE5 years of experience in financial analysis and budgeting; bachelor’s degree in finance or accounting; consulting with large federal agencies; ability to obtain public trust clearance; eligible to work in the U.S.
Excel
1mo
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Oracle Cloud ERP/Financial (ALL ERP Modules) Functional Consultant
United States
RemoteFull Time
3+ YOE3-5 years Oracle Cloud ERP experience; 3+ full ERP Financial implementations as Lead Consultant; Higher Education experience preferred; bachelor's degree; Oracle Cloud ERP certification a plus; willing to travel ~30% nationwide; remote work within the United States.
Oracle Cloud ERP, Oracle ERP Financials, Reports development, Data mapping
1mo
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Sr. Solution Consultant - Financial Services
New York, New York, United States
$132k-$218k/yr RemoteFull Time
3+ YOE3+ years in pre-sales solution consulting or sales engineering; proficient with ServiceNow or cloud software; strong collaboration with product teams; willingness to travel.
ServiceNow, Cloud software
1mo
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Senior Consultant, Salesforce Financial Services Cloud
Chicago or Dallas or Los Angeles or Minneapolis or New York or San Francisco or Seattle or Washington, D.C.
$122k-$165k/yr HybridFull Time
5+ YOE5+ years Salesforce consulting; FSC expertise; banking domain knowledge; client-facing; travel 30-50%; Salesforce certifications.
Salesforce, Salesforce Financial Services Cloud, Lightning Flows
2mo
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Lead Financial Analyst - Expense Management
Hartford or New York City
$110k-$140k/yr HybridFull Time
4+ YOEBachelor's in Accounting or Finance; minimum 4 years in strategic cost management, capacity planning, and financial consulting; strong analytical and communication skills; financial modeling and forecasting experience.
Financial Modeling, Forecasting
2mo
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Senior Financial Analyst
New York, New York, United States
$80k-$90k/yr HybridFull Time
2+ YOE2+ years in Finance/Accounting/Consulting; Bachelor's in Business, Accounting, Finance, or related field; strong financial modeling; advanced Excel and PowerPoint; analytical and communication skills.
Microsoft Excel, Microsoft PowerPoint, Microsoft Office
2mo
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Senior Consultant
New York, New York, United States
$170k-$210k/yr HybridFull Time
4+ YOE4–6+ years in discovery, implementation, process engineering, or technical consulting; experience in Financial Services, Insurance, or Healthcare; builder mentality; consulting rigor; technical fluency; top-tier pedigree.
Low-code platforms, SaaS, Automation tools
1mo
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Financial Analyst
New York City, New York, United States
$64k-$127k/yr HybridFull Time
3+ YOE1-3 years in investment banking/consulting/analytical role; strong analytics; Excel modeling; SQL experience a plus.
Excel, SQL
1mo
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Principal AI Consultant, Financial Services (AI COE)
United States
RemoteFull Time
12+ YOE12+ years in Financial Services operations, contact center leadership, CX transformation, or industry advisory; deep FS domain expertise; strong advisory and AI adoption skills.
Artificial Intelligence, AI Solutions, Copilot, AutoSummary, Autopilot, Conversational AI
3w
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Business Consultant
United States
$110k-$184k/yr RemoteFull Time
5+ YOEBachelor's degree in Business/Finance/Economics; 5+ years in financial services consulting; Series 7, 63, 65, and/or 66 licenses.
Salesforce, Redtail, E-Money
HiringCafe market data
Financial Consultant Jobs market signals in New York, United States
These signals come from live HiringCafe job inventory, not a static article. Use them to compare the market, then open listings above to apply directly.
Open jobs
650+
Hiring companies
330+
Fresh sample
52% new in 30d
Salary visibility
72% show pay
Companies appearing in this market
UnitedHealth GroupAlvarez & MarsalBerkeley Research GroupCroweDatabricksFidelity InvestmentsGuidehouseLPL Financial
Work location mix in visible results
Remote: 42Hybrid: 30Onsite: 22
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