Sr. Associate Advisor Consultant, Strategic Wealth

New York Life•New York, NY

20h•Remote

About The Position

The Associate Advisor Consultant is responsible for representing New York Life Investment Management solutions (mutual funds, ETFs, and alternatives) to financial advisors and New York Life Agents in the Northern and South-Central regions. The position will operate from an in-market location, preferably Illinois or Texas. The role involves executing a strategic business plan to maximize market share, sales, and assets, presenting products knowledgeably, and providing technical information. The consultant will stay ahead of market trends, deliver value-add solutions, expand territory growth, maintain CRM data, and coordinate events. A structured, distraction-free work environment at home is required.

Requirements

Must reside in market and be able to travel as needed.
At least 2 years of experience in asset management sales or as a Financial Advisor with a solid understanding of capital markets.
FINRA Series 7 & 63 licenses are required.
Strong presentation, communication, and relationship-building skills.
Skilled in executing sales strategies, tracking results, and adjusting to market trends.
Able to maintain a dedicated, productive work-from-home environment.
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Nice To Haves

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

Responsibilities

Execute on a strategic business plan to maximize market share, sales, and assets across the New York Life Agency channel along with our strategic selection of regional Advisor firms.
Present NYLIM products and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics.
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.
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.
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.