75 Best investment consultant Jobs in New York, NY (June 2025)

Job Overview We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals through effective investment strategies and wealth management solutions. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional analytical skills. Duties Conduct comprehensive financial analysis to assess clients' current financial status and future needs. Develop personalized investment management strategies tailored to individual client goals. Provide insights on asset management, ensuring clients are informed about their investment options. Utilize financial software to create reports and track client portfolios effectively. Stay updated on market trends and economic conditions to offer informed advice. Collaborate with clients to understand their financial objectives and educate them on various financial products. Perform research on investment opportunities and corporate accounting practices to enhance client offerings. Maintain strong relationships with clients through regular communication and follow-ups. Requirements Proven experience in sales, preferably within the financial services industry. Strong background in investment management, wealth management, or asset management. Proficiency in financial analysis and technical accounting principles. Familiarity with various financial software tools for reporting and analysis. Excellent research skills with the ability to interpret complex financial data. Strong interpersonal skills with a focus on building lasting client relationships. Ability to communicate complex financial concepts in a clear and concise manner. A degree in finance, accounting, or a related field is preferred but not mandatory. Join us as we help our clients navigate their financial journeys with confidence! Job Types: Full-time, Part-time Pay: $70,879.00 - $79,188.00 per year Work Location: Remote

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Mid Island, Staten Island

Sales Consultant | $140K–$200K+ | Staten Island, NY Are you a highly driven closer who knows how to earn trust and win business? If you’re the kind of salesperson who moves with quiet confidence, understands strategy, and thrives on potential—not just pressure—we want to meet you. About Us: At Mpower, we believe in building a smarter, cleaner future. Based in New York and operating across eight states, we’re a rapidly growing renewable energy company helping homeowners reduce their energy bills and carbon footprint. Since 2009, we’ve invested in people—developing our in-house sales team into powerful leaders in the solar space. We are currently hiring Sales Consultant to join our Staten Island team. Rewards and Benefits $140,000–$200,000+ OTE (On Target Earnings) Performance bonuses and rapid advancement potential PTO and federal holidays off Team culture with in-office collaboration, monthly events, and national competitions Company holiday parties, annual conference, and President’s Club What does a Sales Consultant do at Mpower? Conduct consultations and build strong customer rapport Help homeowners understand the financial and environmental benefits of going solar Strategically guide prospects through the decision-making process Participate in weekly trainings designed to refine your skills and grow your income Desired qualifications for Sales Consultant: 1+ year of experience in sales (automotive, real estate, or home improvement industries preferred) Must be able to commute to Staten Island Comfortable going door-to-door or meeting customers in-home Motivated by growth and earning potential Hungry but humble — you don’t need to be the loudest to be the best Effective communication skills, both written and verbal Positive, solution-oriented attitude Outgoing personality Valid driver’s license and access to a personal vehicle (required) Bilingual (English/Spanish) preferred

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Local Law 97 - SFE Engineering

Energy & Commissioning Engineer

12 days ago

$60000–$100000 yearly

Full-time

Flushing, Queens

Join SFE Engineering – Build Smarter Cities with Us! SFE Engineering is a New York City–based engineering consulting firm specializing in energy compliance, commissioning, and technical analysis for buildings. We work with property owners, developers, architects, and public agencies to deliver high-quality, regulation-compliant solutions that make buildings more energy-efficient, sustainable, and future-ready. As our portfolio continues to grow, we are seeking talented and driven professionals to join our team. We are hiring candidates with experience in at least one of the following areas: 1. Energy Audits & Retro-Commissioning Experience performing ASHRAE Level II audits Familiarity with NYC Local Law 97, 87 Ability to produce high-quality audit reports and recommendations 2. Commissioning Experience in both new and existing building commissioning Ability to develop and execute commissioning plans Familiarity with local code commissioning requirements 3. General Technical Studies Strong technical background in HVAC, electrical, plumbing, or fire protection systems Ability to conduct design reviews, feasibility studies, and technical analysis Engineering degree or professional license preferred Why Work With Us? At SFE Engineering, we value talent, dedication, and continuous improvement. We invest in our team and strive to maintain a supportive, high-performance environment. Here’s what we offer: Highly Competitive Salary – Commensurate with experience Comprehensive Benefits Package – Health, dental, vision, and life insurance Generous Paid Time Off – Including vacation, sick leave, and holidays Career Development Support – Training, licensing assistance (PE, CEM, etc.), and continuing education Collaborative Team Environment – Work alongside experienced professionals on impactful projects Diverse Project Portfolio – From residential and commercial buildings to industrial and municipal infrastructure Work Flexibility – Some positions may allow hybrid or remote work, depending on project needs Position Details Location: New York City Type: Full-Time Eligibility: Authorization to work in the U.S. is required Salary is negotiable Job Type: Full-time Pay: $60,000.00 - $200,000.00 per year Benefits: 401(k) Health insurance Paid time off Professional development assistance Schedule: 8 hour shift Ability to Commute: Flushing, NY 11354 (Preferred) Willingness to travel: 25% (Preferred) Work Location: In person

A Merchant Cash Advance group with an in-house lending arm, is looking for ambitious, driven brokers who thrive in a high-energy, hustle-and-grind, reward-driven environment. What Sets Us Apart: Unlike most MCA groups that offer commissions between 20% and 30%, we start at 30% to 40%. Why? Because we’re a proudly lean, high-performing team of fewer than 10 people, and we’re looking for A-players only. There’s no hierarchical chain of command, no getting lost in the mix, and no waiting for your turn to be noticed by big-ego superiors. You’ll be working closely with the founding partners from day one. If you've got a top-closer mindset, a track record of ambition-driven success, and are ready to start earning well above fair market in the MCA world, this is the opportunity you’ve been waiting for. Schedule and Location: Work Schedule: Monday through Thursday, 10 AM to 6 PM Location: In-person at Trump Tower, Midtown Manhattan Compensation: Training Period: During your initial 4-week training period, you’ll receive a weekly stipend in the $800 range — this is guaranteed and not tied to deal closure. This stipend reflects our investment in your development as we equip you with the tools, guidance, and lead flow needed to thrive. ** Post-Training:** Following the training period, compensation shifts to a commission-based structure with a weekly draw (an advance on future commissions). This model rewards performance and allows top brokers to scale their income quickly. ** Earning Potential:** First-year brokers typically earn between $2,000–$4,000 per week within a few months of training. Commissions are uncapped and directly tied to your effort, discipline, and ability to close. The more you put in, the more you get out. Responsibilities: Initiate outreach to small and medium-sized business owners, explaining available funding solutions and positioning the company as a trusted financial partner. Engage in consultative discussions with lenders, gathering the necessary documentation to begin the funding process. Understand each business’s unique financial needs and recommend the best funding options. Coordinate with lenders to ensure smooth processing and approval of deals. Build and maintain long-term relationships with business owners to foster ongoing partnerships and repeat business. Qualifications: Previous experience in outbound sales, including cold calling Ability to excel in a self-paced, results-driven environment Strong communication skills and the ability to engage clients effectively Goal-oriented with a drive to exceed performance targets

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