Corporate Vice President - Financial Planning Case Consultant


Posting Date: Sep 29, 2023

Location: New York, NY, US

Company: New York Life Insurance Co

Location Designation: Hybrid 



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.




This position primarily involves a hybrid work schedule - working remotely: Monday & Friday / on site: Tuesday, Wednesday, and Thursday


Eagle Strategies LLC is a Registered Investment Adviser and wholly owned subsidiary of New York Life Insurance Company. As part of New York Life’s Wealth Management division, Eagle Strategies has a long history and passion for career development, innovation, collaboration, and diversity, equity, and 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.

Eagle Strategies provides retail investment advisory services through about 1,250 affiliated investment advisor representatives (IARs) and more than $20B in assets under management (AUM). Eagle IARs provide comprehensive investment advisory and financial planning capabilities. Through our "protection first" planning philosophy and backed by solutions that leverage New York Life’s financial strength and mutuality, our advisors can tailor a plan to help their clients reach their long-term goals and withstand unforeseen fluctuations through insurance, annuities, brokerage (including stocks, bonds, mutual funds, and specialty asset classes), and other products.

We are looking for a Financial Planning Case Consultant to join our team


Summary of Responsibilities:


The role of the Case Consultant is to create and review financial plans for Advisors while providing world class service and support. The Case Consultant will work proactively with Advisors, their staff and home office associate to drive planning results and plan implementation while providing a client focused experience


Primary Responsibilities:

•   Provides financial planning advice and expertise while supporting individual Advisors and their staff to address a wide range of planning issues including but not limited to: Retirement Planning; Investment Planning; Estate Planning; Protection Planning. 

•   Analyzing client’s current situation in relation to their goals, stress testing through various What- ifs and ultimately creating a recommended plan based on customized strategies.   

•   Identifies efficiencies and best practices for advisors running a fee-based practice including guidance on, pricing, positioning and case design workflow.

•    Initiates and provides leadership in special projects designed to promote advice ­driven services.

•    Demonstrates baseline knowledge regarding company products and solutions.

•    Works with other departments within larger New York Life organization to leverage knowledge and expertise

•    Participates in the development and delivery of financial planning training programs for Advisors and other associates


Job Requirements:

•    Minimum of five years of experience

•    Bachelor’s degree

•    Series 7 and 66 is required

•    Current Certified Financial Planner (CFP®), required

•    Experience using financial planning software ( eMoney preferably)








Salary range: $115,000-$175,000 

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.


Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.


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


Job Requisition ID: 89317



Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

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