Corporate Vice President, Financial Planning Consultant

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:

As Corporate Vice President, Financial Planning Consultant, you will play a key role in developing, analyzing, and delivering customized financial plans to support Advisors and their clients. You’ll be a strategic partner to Advisors, offering planning expertise and proactive guidance to help drive results and enhance client outcomes. This role blends technical knowledge with high-touch service, contributing to a best-in-class client experience. 

What You'll Do:

• Prepare and review comprehensive, fee-based financial plans in collaboration with Advisors under Eagle Strategies LLC. 
• Provide expert financial planning advice across a broad spectrum of needs, including individuals, families, executives, and business owners. 
• Consult with Advisors to identify efficiencies, implement best practices, and enhance practice profitability through robust planning solutions. 
• Serve as a strategic leader on initiatives that promote an advice-centered client experience. 
• Maintain foundational knowledge of New York Life’s core products and integrate this into financial planning strategies. 
• Collaborate with cross-functional teams across the organization to leverage and share financial planning expertise. 
• Contribute to the development and facilitation of training programs for Advisors and staff focused on financial planning tools and concepts. 

What You'll Bring:

• Bachelor’s degree in Finance or a related field. 
• 5–10 years of experience in financial planning or a related advisory role. 
• Series 7 and 65/66 licenses (must be obtained within 24 months of hire). 
• CFP® or ChFC designation (required within 36 months of hire). 
• Proficiency in financial planning software (e.g., eMoney) and ability to create user guidance tailored to Advisor needs. 
• Solid understanding of financial planning concepts and tools. 
• Exceptional communication and interpersonal skills; able to simplify and explain complex strategies clearly and confidently. 
• Strong organizational skills and a collaborative approach to team projects. 
• Ability to identify gaps and develop tailored strategies to meet client goals and financial objectives. 

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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

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.

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Job Requisition ID: 91814