Estate Planning Consultant

3 days ago


Fayetteville, North Carolina, United States New York Life Full time
Succeed as an Estate Planning Consultant

We are seeking a detail-oriented and analytical individual to join our team as an Estate Planning Consultant. As a key member of our team, you will be responsible for helping clients develop comprehensive estate plans and providing expert guidance on complex financial decisions.

About the Role

The successful candidate will be responsible for working closely with clients to understand their unique needs and develop customized estate plans. You will also collaborate with colleagues to achieve business objectives and deliver high-quality service to clients.

Average annual salary: $115,917 (based on company data)

Job Description
  • Work closely with clients to develop comprehensive estate plans tailored to their unique needs
  • Provide expert guidance on complex financial decisions and identify potential risks and opportunities
  • Collaborate with colleagues to achieve business objectives and deliver high-quality service
Requirements
  • Bachelor's degree in a relevant field
  • Professional designations such as FSCP, ChFC, or WMCP
  • Experience in the financial industry, preferably in sales or marketing
Benefits
  • Competitive compensation package
  • Ongoing training and development opportunities
  • Access to industry-leading technology and tools
About New York Life

New York Life is a Fortune 100 company with a rich history of serving clients with integrity and expertise. We are committed to building long-term relationships with our clients and delivering exceptional value through our products and services.



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