Location Designation: Fully Remote

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 Financial Planning Specialist position will work in conjunction with Financial Planning Consultants, in supporting Eagle advisors and staff on a wide range of financial planning issues. The candidate should have excellent organizational skills, the ability to work in a fast paced environment, comfortable prioritizing workflow, and making independent decisions for the planning team as a whole when called upon. This position will involve heavy collaboration with both internal and external business partners- being a strong team player is a must.

What You’ll Do:

• Being the first point of contact on financial planning cases- working closely with advisors in reviewing initial plan data, and making sure the client’s current financial situation is accurate and complete.
• Working closely with Financial Planning Consultants in analyzing cases, discussing implementation opportunities and leveraging eMoney to clearly convey recommended strategies.
• Sharing best practices in regard to case design to ensure planners and staff are engaged in an efficient and repeatable process.
• Delivering eMoney demo’s to new subscribers.
• Participating and delivering financial planning content at various conferences, in person visits and webinars- particularly new planner certification training.
• Leveraging Salesforce to record all day to day activities.
• Occasional Software testing for new programs and updates to existing programs

What You’ll Bring:

• Bachelor's degree in finance preferred and/or equivalent experience
• Minimum 2+ years relevant experience
• Series 7 and 65/66 within 24 months of hire, CFP® 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
• While this role is remote, this individual should ideally reside in the Greater New York Metro area

#LI-SV1

#LI-REMOTE

​

Pay Transparency

Salary Range: $90,000 - $115,000

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: 90717