Associate Advisor Consultant - Louisiana or S. Mississippi

New York Life•Plaucheville, LA

15d•$70,000•Remote

About The Position

New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond the traditional home-office internal role and work directly in the field alongside an External Wholesaler. This position combines in-person meetings with financial advisors and traditional internal wholesaling responsibilities, providing an opportunity to develop deeper client relationships, hands-on market experience, and career advancement. About the Role As a In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall growth of the territory. You will play a crucial role in driving sales and deepening relationships with financial advisors by being a trusted, consultative partner. Your success hinges on adding value beyond product discussions, positioning yourself as a strategic resource for advisors seeking market insights, portfolio solutions, and business growth strategies.

Requirements

Must reside in either Louisiana or Southern Mississippi and be able to travel as needed
At least 2 years of experience in asset management sales or as a Financial Advisor
FINRA Series 7 & 63 licenses are required
Passionate about financial markets, investments, and ongoing learning
Curious mindset with strong questioning skills to uncover advisor needs
Driven to become a key partner to advisors through knowledge, service, and strategy
Skilled in executing sales strategies, tracking results, and adjusting to market trends
Proven track record of sales success and strong advisor relationships
Able to maintain a dedicated, productive work-from-home environment
Solid understanding of investments including mutual funds, ETFs, SMAs, and capital markets
Strong presentation, communication, and relationship-building skills
Self-starter who works well independently and with an External Wholesaler
Willing to travel to the NYC home office at most two times per year

Nice To Haves

Bachelor’s degree in Finance, Business, or a related field is preferred

Responsibilities

Build and manage relationships with financial advisors through in-person meetings, phone outreach, and virtual interactions
Execute and support your External Wholesaler in creating and implementing strategic sales plans for the territory
Educate and advise financial advisors on investment solutions, including mutual funds, ETFs, and SMAs, while providing asset allocation insights
Be a student of the markets by staying ahead of economic trends, product innovations, and industry shifts to provide relevant insights that elevate advisor conversations
Engage in a consultative sales approach by asking the right questions, uncovering advisor needs, and delivering tailored solutions that drive meaningful engagement
Deliver value-add solutions by equipping advisors with actionable ideas, industry best practices, and tools that help them grow their business and better serve their clients
Expand and deepen territory growth by identifying new business opportunities and strengthening existing client relationships
Position yourself as a go-to resource by consistently delivering insights, sharing thought leadership, and fostering long-term partnerships
Maintain and optimize CRM data and sales tracking systems to ensure efficiency and proactive engagement
Coordinate and contribute to the planning of conferences, seminars, and advisor meetings to maximize market engagement
Uphold a structured, distraction-free work environment at home, ensuring high productivity