Estate & Tax Planning Consultant – West Zone
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-12
Listing for:
New York Life Insurance Co
Full Time
position Listed on 2026-01-12
Job specializations:
-
Business
Job Description & How to Apply Below
Location: New York
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.
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