Corporate Vice President - Financial Planning Case Consultant


Date: Jan 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 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.

Summary oResponsibilities:


The role othe 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, theistaff and home office associates to drive
planning results and plaimplementation while providing a client ­focused experience.


Principal Responsibilities:

   Provides financial planning advice and expertise while supporting individual Advisors and theistaff to address a wide range oplanning 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 ispecial projects designed to promote advic­driveservices.

    Demonstrates baseline knowledge regarding company products and solutions.

•    Works with othedepartments withilarger NeYork Life organization to leverage knowledge and expertise

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


Job Requirements:

•    Minimum of five year's experience

    Bachelors degree

    Series 7 and 66 is required

•    Current Certified Financial Planne(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.



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: 88211




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

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