New York Life Insurance Co

Location Designation: Hybrid - 3 days per week 

When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.

The Financial Planning Lead is responsible for the day-to-day management of a team of Financial Planning Consultants, Specialists, and Operations to grow the Financial Planning discipline, resulting in plan implementation.

Major Responsibilities:

• Manage the day-to-day Financial Planning Strategy and Solutions Team.
• Sets activity metrics and sales yearly goals.
• Works on complex financial planning cases.
• Handles compliance concerns.
• Provides thought leadership content.
• Active participant in training new Advisors.
• Key Role in webinar series.
• Aligns and assists in inleading changes in policy and operations.
• Actively Manages a team of planning experts and focuses on their development.
• Improves the operational efficiencies of the Financial Planning Process and Program.

Qualifications:

• Bachelor’s degree in finance and / or other relevant majors.
• Certified Financial Planner.
• Minimum 10+ years of relevant experience.
• Deep comprehension of Financial Planning, which includes cash flow, net worth, education, investment, retirement, & business planning.
• High subject matter expertise in income taxes, capital markets, and trust and estate law.
• Ability to drive financial planning adoption and understand how Financial Planning activity translates into core product sales.
• Prefer experience in eMoney or other Financial Planning software.

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Salary range: $115,000 - $180,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

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. 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.

Job Requisition ID: 90151