Location Designation : Hybrid - 3 days per week
When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion.
We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.
Business Unit Overview
Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships.
As part of our team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.
Role Overview :
The role of the Case Consultant is to create and review Financial Plans for Advisors while providing world class service and support.
The Case Consultant will work proactively with Advisors, their staff and home office associates to drive planning results and plan implementation while providing a client-focused experience.
What You’ll Do :
- Prepares and reviews fee-based financial plans for clients of Eagle Strategies LLC in conjunction with the planner
- Provides financial planning advice and expertise and partners with individual Advisors and their staff to address a wide range of planning issues facing families, business executives, and small business owners
- Identifies efficiencies and best practices while working with Advisors to drive planning results
- Focuses on helping Advisors run more efficient and profitable planning practices
- Initiates and provides leadership in special projects designed to promote advice-driven services
- Has baseline knowledge regarding core company products and services
- Works with other departments within larger New York Life organization to leverage knowledge and expertise
- Participates in the development and delivery of financial planning training programs for Advisors and other associates
What You’ll Bring :
- Bachelor’s degree in finance preferred and / or equivalent experience
- Minimum 5+ years relevant experience
- Series 7 and 65 / 66 within 24 months of hire, CFP® or ChFC designation within 36 months of hire
- Working knowledge of Financial Planning Software (i.e., eMoney)
- Ability to create (both written and designed) guidance on planning software that is targeted to the Financial Planners
- Requires working knowledge of Financial Planning concepts and software
LI-SV1
LI-HYBRID
Pay Transparency
Salary Range : $125,000 - $150,000
Overtime eligible : Exempt
Discretionary bonus eligible : Yes
Sales bonus eligible : No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location.
Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note : This role requires FINRA licensed and / or FINRA Associated Person pre-hire fingerprinting.
Our Benefits
We provide a full package of benefits for employees and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.
Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.
Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site .
Our Diversity Promise
We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community.
This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture.
Click here to learn more about how we have been recognized for our leadership.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation .
We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com .
Job Requisition ID : 90715
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