Senior Associate, In-Market Internal Wholesaler (Georgia)
About The Position
New York Life Investments is hiring a Georgia In-Market Internal Wholesaler to work directly in the field alongside an External Wholesaler. The role combines in-person meetings with financial advisors and traditional internal wholesaling responsibilities, with a focus on developing client relationships and supporting territory growth. The position partners with an External Wholesaler to drive sales, strengthen advisor relationships, and support the territory. The successful candidate will act as a trusted, consultative resource, providing market insights, portfolio solutions, and business-growth strategies in addition to product information. The role is fully remote, requires residence in Georgia, and involves travel as needed, including quarterly trips to the New York City home office. The position offers a base salary starting at $70,000 plus sales incentives. It is exempt from overtime and eligible for sales bonuses; it is not eligible for a discretionary bonus. Actual base salary depends on factors including experience, skills, qualifications, and job location. The role requires FINRA pre-hire fingerprinting.
Requirements
- Must reside in Georgia 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 and Series 63 licenses are required.
- Passion for financial markets, investments, and ongoing learning.
- Curiosity and strong questioning skills to uncover advisor needs.
- Ability to build advisor partnerships through knowledge, service, and strategy.
- Skill in executing sales strategies, tracking results, and adjusting to market trends.
- Proven track record of sales success and strong advisor relationships.
- Ability 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.
- Ability to work independently and collaboratively with an External Wholesaler.
- Willingness to travel to the New York City home office once per quarter.
Nice To Haves
- Bachelor’s degree in Finance, Business, or a related field is preferred.
Responsibilities
- Build and manage financial advisor relationships through in-person meetings, phone outreach, and virtual interactions.
- Support the External Wholesaler in creating and implementing strategic territory sales plans.
- Educate and advise financial advisors about mutual funds, ETFs, and SMAs, and provide asset-allocation insights.
- Stay current on economic trends, product innovations, and industry shifts to provide relevant insights to advisors.
- Use a consultative sales approach to uncover advisor needs and deliver tailored solutions.
- Provide advisors with actionable ideas, industry best practices, and tools to help grow their businesses and serve clients.
- Identify new business opportunities and strengthen existing client relationships to expand territory growth.
- Share insights and thought leadership to build long-term partnerships and serve as a go-to resource.
- Maintain and optimize CRM data and sales-tracking systems.
- Coordinate and contribute to planning conferences, seminars, and advisor meetings.
- Maintain a structured, distraction-free, productive work environment at home.
Benefits
- A full package of employee benefits.
- Leave programs.
- Adoption assistance.
- Student loan repayment programs.
- Employees may be eligible for an annual discretionary bonus.
- Employees may be eligible to participate in an incentive program.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
