New York Life Insurance
Senior Associate, Financial Planning Specialist
New York Life Insurance, New York, New York, us, 10261
Role Overview
The Financial Planning Specialist position will work in conjunction with Financial Planning Consultants, in support of Eagle advisors and staff on a wide range of financial planning issues. The candidate should have excellent 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 involve heavy collaboration with both internal and external business partners - being a strong team player is a must. What You'll Do
Be the first point of contact on financial planning cases - working closely with advisors in reviewing initial plan data, and making sure the client’s current financial situation is accurate and complete. Work closely with Financial Planning Consultants in analyzing cases, discussing implementation opportunities and leveraging eMoney to clearly convey recommended strategies. Share best practices in regard to case design to ensure planners and staff are engaged in an efficient and repeatable process. Deliver eMoney demos to new subscribers. Participate and deliver financial planning content at various conferences, in-person visits and webinars - particularly new planner certification training. Leverage 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 3+ years relevant experience Series 7 and 65/66 required, CFP or CHfC designation within 24 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 Financial Planners Requires working knowledge of Financial Planning concepts and software Pay Transparency
Salary Range: $95,500-$125,000 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. Important Note
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. Details about comprehensive benefit options are available through the 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. 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. 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 operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page and the NYL Benefits Site. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients\' and employees’ needs. Job Requisition ID: 91814
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The Financial Planning Specialist position will work in conjunction with Financial Planning Consultants, in support of Eagle advisors and staff on a wide range of financial planning issues. The candidate should have excellent 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 involve heavy collaboration with both internal and external business partners - being a strong team player is a must. What You'll Do
Be the first point of contact on financial planning cases - working closely with advisors in reviewing initial plan data, and making sure the client’s current financial situation is accurate and complete. Work closely with Financial Planning Consultants in analyzing cases, discussing implementation opportunities and leveraging eMoney to clearly convey recommended strategies. Share best practices in regard to case design to ensure planners and staff are engaged in an efficient and repeatable process. Deliver eMoney demos to new subscribers. Participate and deliver financial planning content at various conferences, in-person visits and webinars - particularly new planner certification training. Leverage 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 3+ years relevant experience Series 7 and 65/66 required, CFP or CHfC designation within 24 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 Financial Planners Requires working knowledge of Financial Planning concepts and software Pay Transparency
Salary Range: $95,500-$125,000 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. Important Note
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. Details about comprehensive benefit options are available through the 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. 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. 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 operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page and the NYL Benefits Site. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients\' and employees’ needs. Job Requisition ID: 91814
#J-18808-Ljbffr