Remote Senior Associate Financial Planning Specialist Job in United States New York Life Insurance Company

Who you are

• Bachelor's degree in finance preferred and/or equivalent experience
• Minimum 2+ years relevant experience
• Series 7 and 65/66 within 24 months of hire, CFP® designation within 36 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
• While this role is remote, this individual should ideally reside in the Greater New York Metro area

What the job involves

• 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
• Perform occasional Software testing for new programs and updates to existing programs