Corporate Vice President, Financial Planning Case Consultant

New York Life New York , NY 10007

Posted 3 weeks ago

A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It's a career journey you can be proud of, and you'll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses "Be Good At Life." To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

Summary of Responsibilities:

The role of the Case Consultant is to create and review financial plans for Advisors whileproviding 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 whileproviding a clientfocused experience.

Principal Responsibilities:

  • Prepares and reviews feebased financial plans for clients of Eagle Strategies LLC

  • Provides financial planning advice and expertise and partners with individual Advisors and theirstaff to address a wide range of planning issues facing families, business executives, and smallbusiness owners

  • Identifies efficiencies and best practices while working with Advisors to drive planningresults

  • Focuses on helping Advisors run more efficient and profitable planning practices

  • Initiates and provides leadership in special projects designed to promote advice drivenservices

  • Has baseline knowledge regarding core company products and services

  • Works with other departments within larger New York Life organization to leverage knowledgeandexpertise

  • Participates in the development and delivery of financial planning training programs for Advisorsand other associates

Job Requirements:

  • Minimum of ten years experience

  • Bachelors degree

  • Series 7 and 66 is required

  • Current Certified Financial Planner (CFP), or CHFC designation required

  • Experience using financial planning software (i.e. Sungard, Naviplan, eMoney) and ability tolearn new softwarepackages

  • Passion for financial planning and working for worldclassorganization

  • Ability to work in fast paced environment

  • Strong team player

  • Strong customer service skills

  • Strong communication skills (verbal and written)

  • Proficient in using Excel, Word, Access, and Power Point

SF:LI-KV1

EOE M/F/D/V

If you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) 576-5811.


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Corporate Vice President, Financial Planning Case Consultant

New York Life