Estate/Tax Planning Consultant at New York Life in New York, NY

New York Life

๐Ÿ“Œ New York, NY
๐Ÿ•‘ November 27, 2020
๐Ÿท๏ธ OTHER
๐Ÿท๏ธ Firmware
View Application

You will be redirected to New York Life's preferred application process.

Senior Associate - Attorney- Estate / Tax Planning Consultant

Description

A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. It s a career journey you can be proud of, and you ll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. 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 service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses Be Good At Life. To learn more, please visit LinkedIn, our Newsroom and the Careers page of .New York Life s primary distribution channel is the career Agency sales force of more than 12,000 agents, operating in virtually every major city in the United States. Every agent is affiliated with one of our 117 General Offices. These offices are operated by Agency management teams responsible for agent and management recruiting, development, and sales. Approximately half our agents operate their businesses out of our General Offices, while the other half maintains independent office locations. Our General Offices are divided up among four Zones. In addition to our Zone offices, an Agency Home Office team responsible for strategy, finance, administration, standards, training, marketing and communications supports our agents and field managers. The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market, select cultural markets, and the women s markets. Agents sell individual life insurance, individual annuities, and long-term care insurance products, as well as mutual funds. Role Overview.
Nautilus Member Agent Support
- Work closely with member agents to brainstorm, consult and research on a wide variety of tax, legal, financial and retirement issues, as well as prepare analyses of client documents and customized estate and business planning presentations to enable member agents to be more successful in placing life insurance business. Document Reviews
- Provide detailed analysis of various estate and business planning documents (Wills, revocable trusts, irrevocable trusts, advance directives, operating agreements, buy-sell agreements).Estate Planning Case Design
- Create customized and sales focused estate planning case presentations. Business Exit/Succession Planning Case Design
- Create customized business planning cases to assist small business owners in preparing for succession planning and exit strategies. Consultation
- Provide email/phone consultation and support for various estate, tax and business planning strategies. Major

Responsibilities

Include: 1) Estate and Business Document Reviews (Wills, Trusts, Operating Agreements, Buy
- Sell Agreements) 2) Case Design (Estate and Business Planning, Retirement and Capital Needs Analyses) 3) Phone Consultation.

Qualifications

Juris Doctor (JD) (Required) Strong Academic Background in Tax, Business and Estate Planning (CFP, CLU+)2-4 years of experience (Preferred)Proficiency in Financial (Excel) Modeling
+ Ability to meet deadlines and professionally serve clients Ability and willingness to manage multiple priorities and projects simultaneously.
Outstanding written and verbal communication skillsSF:
LI-KV1EOE M/F/D/VIf you have difficulty using or interacting with any portions of this Web site due to incompatibility with an Assistive Technology, if you need the information in an alternative format, or if you have suggestions on how we can make this site more accessible, please contact us at: (212) ###-####.Job Requisition ID: 82859
Associated topics: attorney firm, child custody, court, firm, lawyer, law practice, legal affairs, legal office, litigate, litigation

View Application

You will be redirected to New York Life's preferred application process.


Job Expires: December 27, 2020

More Work-from-home Jobs



Aerotek ๐Ÿ“Œ Tempe, AZ ๐Ÿ•‘ 2020-11-17 02:00:22

Customer Account Advisor Openings!

View Application


Fenwick & West LLP ๐Ÿ“Œ Seattle, WA ๐Ÿ•‘ 2020-11-27 11:46:24

Associate Litigator

View Application

AIG ๐Ÿ“Œ Berkeley Heights, NJ ๐Ÿ•‘ 2020-11-27 02:56:17

Trial Attorney

View Application


Uh oh! Something went wrong. Please try again.
We were unable to find any more job. Have you tried changing your search keywords?

Work from the Safety of Your Own Home

You will be redirected to New York Life's preferred application process.