New York Life
New York or
Center of Excellence Case Design Specialist
We tailor your resume to this role and apply for you in seconds.
Apply to Center of Excellence Case Design Specialist at New York LifeJob details
- Location
- New York or
- Work type
- Remote
- Compensation
- $100,000 - $143,000/yr
- Posted
- Apr 24, 2026
- Apply on
- careers.newyorklife.com
About this role
CFP or ChFC preferred, valid FINRA/securities licenses, experience in financial planning or case design, familiarity with eMoney, CRM and Microsoft Office, ability to analyze financial information, coach advisors, and leverage AI tools for planning.
What you'll do at New York Life:
- designing cases
- enabling advisors
- leveraging AI
Apply to this Center of Excellence Case Design Specialist role at New York Life with a tailored resume on ApplyBolt.
Ready to apply to New York Life?
We tailor your resume to this role and apply for you.