Financial Professional - Estate Planning Specialist
Compensation
$70k – $130k /yr
Employment type
Full-time
Work setting
On-site
Location
Greenville, NC
Schedule
Day shift
Posted
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Job overview
The Financial Professional - Estate Planning Specialist is an onsite role based in Greenville, NC, with a salary range of $69,600 to $130,000 per year. This position supports the Estate Planning Practice within New York Life, a Fortune 100 company dedicated to long-term financial protection for families. The role exists to help individuals, families, and small businesses manage and pass on assets while minimizing tax liabilities. The professional will undergo comprehensive training to obtain necessary licenses and designations, ultimately providing wealth accumulation strategies and insurance solutions to clients.
What we're looking for
- Skills & competencies
- full-timeday shiftgreenville ncnew york lifefinancial professionalestate planningcommission-basedonsitefinanceinsurance$69.6k-$130k/yr
- Work arrangement
- Weekend coverage required
Benefits & perks
- Medical, dental, vision, life, and disability insurance, 401(k), pension, and sales incentives.
About the employer
New York Life is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
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Listing ID: b37288a3-1d5a-4d02-aa30-58511bcc772e