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.
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
Minimum of ten years experience
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
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