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Estate & Tax Planning Consultant – West Central Zone
New York Life Insurance Company
New York, NY, USA
On-site Full time New
$125k – $150k/year Apply Now
Founding Estate Planning Partner
Madison-Davis, LLC
New York, NY, USA
Remote Full time New
$120k – $180k/year Apply Now
Retirement Plan Compliance & TPA Relationship Manager
LevelUP HCS
New York, NY, USA
On-site Full time New
$47k – $97k/year Apply Now
Wealth Management Associate Retirement Benefits Group
Equitable Advisors
New York, NY, USA
Remote Full time New
$24k – $24k/year Apply Now
On-Site Financial Advisor: Retirement & Wealth Planning
Barnum Financial Group Tri State
New York, NY, USA
On-site Full time New
$60k – $100k/year Apply Now
Wealth Planning Advisor | Hybrid Role & Growth Path
Equitable Advisors
New York, NY, USA
On-site Full time New
$78k – $105k/year Apply Now
Remote Planning Assistant: Structured Workflow & Growth
Pinell Studios
New York, NY, USA
Remote Full time New
$35k – $50k/year Apply Now
Paraplanner — Financial Planning & Wealth Advisory
Artemis Recruitment Consultants Ltd
New York, NY, USA
On-site Full time New
$42k – $51k/year Apply Now
Senior Associate - Benefits Service Delivery
Jackson Lewis P.C.
New York, NY, USA
Hybrid Full time New
$100k – $128k/year Apply Now
Senior Business System Analyst (Retirement)
Accord Technologies Inc
New York, NY, USA
Hybrid Contract New
$100k – $130k/year Apply Now

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ORIGINAL JOB LISTING

Estate & Tax Planning Consultant – West Central Zone

New York Life Insurance Company
New York, NY
On Site
Full Time
New
$125k - $150k/year
Apply Now

This job is currently accepting applications. Review the details and apply today.

About this role

A leading financial services company is seeking an Advanced Planning Consultant to provide strategic planning support and expert case consultation to agents and management teams. You will specialize in advanced planning areas such as estate, business, and retirement strategies, helping to create customized solutions that align with clients' goals.

This role is vital in driving successful life insurance sales and requires travel within the West Central Zone. A Juris Doctor is strongly preferred, along with excellent communication skills.

How do you like the content of this job?

Responsibilities

  • You will specialize in advanced planning areas such as estate, business, and retirement strategies, helping to create customized solutions that align with clients' goals
  • This role is vital in driving successful life insurance sales and requires travel within the West Central Zone
  • A Juris Doctor is strongly preferred, along with excellent communication skills
  • How do you like the content of this job?

Required Skills & Experience

  • A Juris Doctor is strongly preferred, along with excellent communication skills

Benefits

  • You will specialize in advanced planning areas such as estate, business, and retirement strategies, helping to create customized solutions that align with clients' goals
  • This role is vital in driving successful life insurance sales and requires travel within the West Central Zone

Environment

A leading financial services company is seeking an Advanced Planning Consultant to provide strategic planning support and expert case consultation to agents and management teams

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You’ve reviewed the role. Take the next step.

Apply Now

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