Planning Consultant Visa Sponsorship Jobs in New York
Planning consultant visa sponsorship jobs in New York draw international candidates to one of the country's most active markets for infrastructure, urban development, and corporate strategy work. Major employers include McKinsey, Deloitte, AECOM, and WSP Global, with hiring concentrated in Manhattan, Albany, and Buffalo across government, consulting, and real estate sectors.
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Requisition ID
95234
Department
Agency
Job Function
Agency
Location
White Plains, New York, United States
Role Location Designation
Hybrid - 3 days per week
Corporate Vice President, Planning and Solutions Consultant Manager
Location Designation: Hybrid - 3 days per week
Role Overview
New York Life is seeking an experienced financial planning and sales leader to join our organization as a Corporate Vice President, Planning and Solutions Consultant Manager. This role will lead a team of Planning and Solutions Consultants focused on accelerating planning-led growth, deepening client relationships, and increasing adoption of integrated insurance and wealth solutions across assigned territories and General Offices (GOs).
Operating as a player-coach, the Corporate Vice President will combine team leadership and development with direct field engagement. The individual will establish consistent execution standards, coach and develop consultants, and drive accountability for measurable business outcomes, while also partnering directly with agents, advisors, and General Office leadership to advance planning-led growth.
The team will support assigned territories, primarily aligned by zone, with flexibility to work across territories as the model continues to evolve and expand.
What You’ll Do
Lead and Develop a High-Performing Team:
- Lead, coach, and develop a team of Planning and Solutions Consultants.
- Establish clear performance expectations, coaching routines, and accountability standards.
- Provide ongoing mentorship and field coaching to strengthen consultant effectiveness and business impact.
- Drive consistency in execution, messaging, and field engagement across the team.
- Support the hiring, onboarding, and continued development of team members as the model evolves.
Drive Planning-Led Sales Growth:
- Drive measurable growth in Eagle assets, financial planning adoption, and protection sales across Life, Long-Term Care, and Disability Insurance.
- Translate financial planning strategies into actionable sales opportunities that strengthen advisor productivity and client engagement.
- Identify opportunities to deepen existing client relationships and expand the breadth of solutions provided.
- Partner with Product Consultants and other specialists to deliver integrated, client-centered insurance and wealth solutions.
- Participate in client meetings alongside advisors to help position and present financial planning strategies and solutions.
Develop and Support Focus Agents:
- Prioritize support for Focus Agents, including Investment Adviser Representatives (IARs) within their first three years.
- Coach advisors on financial planning tools, client engagement strategies, and business development practices.
- Help newer advisors establish planning-led practices designed to support long-term business growth.
- Monitor results and identify targeted opportunities to improve advisor effectiveness and performance.
Provide Financial Planning and Solutions Expertise:
- Serve as a subject matter expert in holistic financial planning and complex client strategies.
- Support the delivery of fee-based and non-fee-based financial plans using planning capabilities and tools such as eMoney.
- Help advisors integrate insurance, investment, and wealth solutions within a holistic planning framework.
- Provide guidance on positioning appropriate solutions based on client needs and financial objectives.
Lead Field Execution and Engagement:
- Deliver training, presentations, workshops, and client-facing engagements in both virtual and in-person settings.
- Serve as a key liaison across agents, field managers, Zones, and Home Office partners.
- Reinforce consistent financial planning and sales practices across assigned territories.
- Track field activity, business outcomes, and opportunities through CRM tools and established reporting processes.
Build Strong Cross-Functional Partnerships:
- Partner closely with Agency leadership, Product Consultants, the Financial Planning team, and Home Office partners to align priorities and execution.
- Coordinate field support and reinforce consistent messaging across key stakeholders.
- Bring field insights and feedback back to partner teams to help refine strategies, tools, and approaches.
- Build strong working relationships across the organization to help create a connected planning and solutions experience for advisors.
Drive Operational Excellence:
- Effectively manage travel, scheduling, priorities, and territory coverage.
- Maintain disciplined tracking of activity, outcomes, and key performance measures.
- Support pilot governance, reporting, and performance monitoring as appropriate.
- Help identify and develop scalable processes, tools, and best practices that can be applied more broadly across the organization.
What You’ll Bring
Required Qualifications
- Bachelor’s degree or equivalent professional experience.
- 7 to 10+ years of experience in sales, distribution, financial planning, field leadership, or a related financial services role.
- Demonstrated experience leading, coaching, and developing individuals or teams within a sales or distribution organization.
- Strong understanding of financial planning, insurance, and investment solutions.
- Series 7 and Series 66 or Series 65 registrations.
- CFP® or ChFC® designation.
- Active Life and Health insurance license.
- Excellent communication, presentation, facilitation, and relationship-management skills.
- Ability to effectively engage a range of stakeholders, including agents, advisors, field leadership, clients, and Home Office partners.
- Proficiency with Microsoft Word, Excel, PowerPoint, and digital research tools.
Preferred Qualifications
- Experience using eMoney or similar financial planning platforms.
- Knowledge of insurance agency systems, field structures, and operating protocols.
- Experience supporting advisors or financial professionals in a field-based sales environment.
- Demonstrated ability to translate financial planning strategies into actionable business-development opportunities.
Job Level: LEVELMG2
Pay Transparency
Salary Range: $140,000 - $150,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.
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 volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page.
Job Requisition ID: 95234
Job Description
Requisition ID
95234
Department
Agency
Job Function
Agency
Location
White Plains, New York, United States
Role Location Designation
Hybrid - 3 days per week
Corporate Vice President, Planning and Solutions Consultant Manager
Location Designation: Hybrid - 3 days per week
Role Overview
New York Life is seeking an experienced financial planning and sales leader to join our organization as a Corporate Vice President, Planning and Solutions Consultant Manager. This role will lead a team of Planning and Solutions Consultants focused on accelerating planning-led growth, deepening client relationships, and increasing adoption of integrated insurance and wealth solutions across assigned territories and General Offices (GOs).
Operating as a player-coach, the Corporate Vice President will combine team leadership and development with direct field engagement. The individual will establish consistent execution standards, coach and develop consultants, and drive accountability for measurable business outcomes, while also partnering directly with agents, advisors, and General Office leadership to advance planning-led growth.
The team will support assigned territories, primarily aligned by zone, with flexibility to work across territories as the model continues to evolve and expand.
What You’ll Do
Lead and Develop a High-Performing Team:
- Lead, coach, and develop a team of Planning and Solutions Consultants.
- Establish clear performance expectations, coaching routines, and accountability standards.
- Provide ongoing mentorship and field coaching to strengthen consultant effectiveness and business impact.
- Drive consistency in execution, messaging, and field engagement across the team.
- Support the hiring, onboarding, and continued development of team members as the model evolves.
Drive Planning-Led Sales Growth:
- Drive measurable growth in Eagle assets, financial planning adoption, and protection sales across Life, Long-Term Care, and Disability Insurance.
- Translate financial planning strategies into actionable sales opportunities that strengthen advisor productivity and client engagement.
- Identify opportunities to deepen existing client relationships and expand the breadth of solutions provided.
- Partner with Product Consultants and other specialists to deliver integrated, client-centered insurance and wealth solutions.
- Participate in client meetings alongside advisors to help position and present financial planning strategies and solutions.
Develop and Support Focus Agents:
- Prioritize support for Focus Agents, including Investment Adviser Representatives (IARs) within their first three years.
- Coach advisors on financial planning tools, client engagement strategies, and business development practices.
- Help newer advisors establish planning-led practices designed to support long-term business growth.
- Monitor results and identify targeted opportunities to improve advisor effectiveness and performance.
Provide Financial Planning and Solutions Expertise:
- Serve as a subject matter expert in holistic financial planning and complex client strategies.
- Support the delivery of fee-based and non-fee-based financial plans using planning capabilities and tools such as eMoney.
- Help advisors integrate insurance, investment, and wealth solutions within a holistic planning framework.
- Provide guidance on positioning appropriate solutions based on client needs and financial objectives.
Lead Field Execution and Engagement:
- Deliver training, presentations, workshops, and client-facing engagements in both virtual and in-person settings.
- Serve as a key liaison across agents, field managers, Zones, and Home Office partners.
- Reinforce consistent financial planning and sales practices across assigned territories.
- Track field activity, business outcomes, and opportunities through CRM tools and established reporting processes.
Build Strong Cross-Functional Partnerships:
- Partner closely with Agency leadership, Product Consultants, the Financial Planning team, and Home Office partners to align priorities and execution.
- Coordinate field support and reinforce consistent messaging across key stakeholders.
- Bring field insights and feedback back to partner teams to help refine strategies, tools, and approaches.
- Build strong working relationships across the organization to help create a connected planning and solutions experience for advisors.
Drive Operational Excellence:
- Effectively manage travel, scheduling, priorities, and territory coverage.
- Maintain disciplined tracking of activity, outcomes, and key performance measures.
- Support pilot governance, reporting, and performance monitoring as appropriate.
- Help identify and develop scalable processes, tools, and best practices that can be applied more broadly across the organization.
What You’ll Bring
Required Qualifications
- Bachelor’s degree or equivalent professional experience.
- 7 to 10+ years of experience in sales, distribution, financial planning, field leadership, or a related financial services role.
- Demonstrated experience leading, coaching, and developing individuals or teams within a sales or distribution organization.
- Strong understanding of financial planning, insurance, and investment solutions.
- Series 7 and Series 66 or Series 65 registrations.
- CFP® or ChFC® designation.
- Active Life and Health insurance license.
- Excellent communication, presentation, facilitation, and relationship-management skills.
- Ability to effectively engage a range of stakeholders, including agents, advisors, field leadership, clients, and Home Office partners.
- Proficiency with Microsoft Word, Excel, PowerPoint, and digital research tools.
Preferred Qualifications
- Experience using eMoney or similar financial planning platforms.
- Knowledge of insurance agency systems, field structures, and operating protocols.
- Experience supporting advisors or financial professionals in a field-based sales environment.
- Demonstrated ability to translate financial planning strategies into actionable business-development opportunities.
Job Level: LEVELMG2
Pay Transparency
Salary Range: $140,000 - $150,000
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.
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 volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page.
Job Requisition ID: 95234
Planning Consultant Job Roles in New York
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Search Planning Consultant Jobs in New YorkPlanning Consultant Jobs in New York: Frequently Asked Questions
Which companies sponsor visas for planning consultants in New York?
Large management and infrastructure consulting firms are the most active sponsors for planning consultant roles in New York. Firms such as McKinsey, Deloitte, AECOM, WSP Global, Parsons, and HDR have documented H-1B visa Labor Condition Application filings for planning-related positions. State agencies and metropolitan planning organizations occasionally sponsor through employment-based green card pathways, though consulting firms account for the majority of sponsorship activity.
Which visa types realistically fit planning consultant roles in New York?
Planning consultant positions in New York typically qualify as specialty occupations requiring a bachelor's degree in urban planning, engineering, business, or a related field, making the H-1B the most common path. Employers may also sponsor through EB-2 or EB-3 employment-based green cards using PERM labor certification. Australian nationals may pursue the E-3 visa, and Chilean and Singaporean nationals may qualify under the H-1B1 visa. TN visa does not cover planning consultant roles under USMCA.
Which cities in New York have the most planning consultant sponsorship jobs?
Manhattan is by far the largest market, home to the headquarters and major offices of global consulting, real estate, and infrastructure firms that regularly sponsor planning consultants. Albany concentrates roles tied to state government planning and policy work. Buffalo and Rochester have growing infrastructure and regional development consulting markets, particularly around transit and urban renewal projects funded through federal and state programs.
How to find planning consultant visa sponsorship jobs in New York?
Migrate Mate lists planning consultant roles in New York from employers with verified H-1B and employment-based sponsorship history, so you can focus your search on companies that have sponsored similar positions before. Filtering by role and location on Migrate Mate surfaces active openings alongside employer filing history, which helps you assess sponsorship likelihood before applying rather than after.
Are there state-specific factors that affect planning consultant sponsorship in New York?
New York's volume of federally funded infrastructure, transit, and housing projects creates sustained demand for planning consultants, which supports consistent sponsorship activity among large engineering and advisory firms. The state's density of AICP-accredited planning programs at universities like Columbia, Cornell, and Hunter College also generates strong employer pipelines, particularly at firms with established recruiting relationships with those institutions.
What is the prevailing wage for sponsored planning consultant jobs in New York?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.