Back to jobsMinimum of 5 - 10 years’ experience working in the advanced market. Possess a detailed understanding of estate and gift transfer tax planning, business planning, qualified and non-qualified retirement planning, charitable planning, and income tax planning.
Juris Doctor required.
Experience in presenting complicated advanced planning techniques to other advisors and to clients and should have experience engaging parties to implement suggested strategies.
Detailed knowledge of life insurance products, life insurance taxation, life insurance funding (e.g., split dollar, premium financing) and how to utilize life insurance for a high-net-worth individual’s business and estate planning needs.
Experience integrating financial planning concepts and estate and business planning strategies to develop a comprehensive plan for high-net-worth clients and business owners.
Ability to work independently with little to no technical guidance from management or other members of the Case Development team.
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CVP, Advanced Planning Group Case Design Consultant
New York Life - Jimenez Team
Remote - US$120K - $185K / yearPosted 1 months ago
Full-timeremotevp