Senior Associate, Financial Planning Specialist

Location Designation: Hybrid - 3 days per week 

 

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

 

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities.  You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

 

You are our future, and we commit to investing in you accordingly.

 

Role Overview:

The Financial Planning Specialist position will work in conjunction with Financial Planning Consultants, insupporting Eagle advisors and staff on a wide range of financial planning issues. The candidate should haveexcellent 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 involveheavy 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 initialplan 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 opportunitiesand 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 andrepeatable 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 FinancialPlanners
• 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

 

Pay Transparency

Salary Range:  $130,000-$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.