Location Designation:Hybrid - 3 days per week
Business Unit Overview
Our Agency distribution system is the cornerstone of New York Life, where dedicated individuals like you connect with clients and build lifelong relationships. As part of the team, you'll equip agents with the tools and training they need to thrive. Your work helps foster financial security for countless individuals, shaping their futures and contributing to the growth of the business.
Role Overview:
The Financial Planning Lead is responsible for the day-to-day management of a team of Financial Planning Consultants, Specialists, and Operations to grow the Financial Planning discipline, resulting in plan implementation.
What You'll Do:
- Manage the day-to-day Financial Planning Strategy and Solutions Team
- Sets activity metrics and sales yearly goals
- Works on complex financial planning cases
- Handles compliance concerns
- Provides thought leadership content
- Active participant in training new Advisors
- Key Role in webinar series
- Aligns and assists in inleading changes in policy andoperations
- Actively Manages a team of planning experts and focuses on their development
- Improves the operational efficiencies of the Financial Planning Process and Program
What You'll Bring:
- Bachelor's Degree in Finance and/or equivalent experience
- Certified Financial Planner
- Minimum 10+ years of relevant experience Deep comprehension of Financial Planning, whichincludes cash flow, net worth, education, investment, retirement, & business planning
- High subject matter expertise in income taxes, capital markets, and trust and estate law
- Ability to drive financial planning adoptionand understand how Financial Planning activity translatesinto core product sales
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Pay Transparency
Salary Range:$150,000 - $175,000
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.
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 Diversity Promise
We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.
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 theFoundation.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.
Job Requisition ID:90798
