New York Life
California or San Francisco or Reno
Corporate Vice President, Advanced Planning Consultant- Pacific Zone
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Apply to Corporate Vice President, Advanced Planning Consultant- Pacific Zone at New York LifeJob details
- Location
- California or San Francisco or Reno
- Work type
- Hybrid
- Compensation
- $125,000 - $140,000/yr
- Posted
- May 14, 2026
- Apply on
- careers.newyorklife.com
About this role
Deep expertise in estate, tax, business succession, charitable and retirement planning; JD strongly preferred; FINRA licensing and pre-hire fingerprinting required; strong presentation, relationship management and cross-functional skills; willingness to travel ~50%.
What you'll do at New York Life:
- providing consultation
- supporting agents
- creating materials
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