Advisor Consultant, Pittsburgh


Date: Nov 24, 2021

Location: Pittsburgh, PA, US

Company: New York Life Insurance Co



When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.


As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations. To learn more, please visit LinkedIn, our Newsroom and the Careers page of



The Advisor Consultant / External Wholesaler is responsible for representing New York Life/Mainstay Investment solutions (mutual funds, SMAs, ETFs) to financial advisors based on assigned territory.


Primary Responsibilities:

  • Develop and strengthen a business plan to maximize market share, assets and profitability for assigned territory 
  • Present New York Life/Mainstay 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.
  • Manage travel and entertainment budget to assigned amount.
  • Work with sales team to develop sales of mutual funds, SMAs, ETFs in existing territory.
  • Travel approximately more than 50% of the time in assigned territory.



  • Minimum two years experience in the financial services industry as a wholesaler - multiple products and channels strongly preferred.
  • Minimum of two years experience in sales. Successful track record required.
  • Excellent presentation skills.
  • Willing to travel and stay overnight.
  • Licensed in Securities and Insurance Industries.
  • Proficient in MS Word, Excel and PowerPoint.
  • Knowledge of wirehouse channel sales process/relationship selling preferred.
  • Thorough knowledge of MainStay funds and its products that impact the business, as well as sales and marketing strategies.

Job Requisition ID: 83553








Nearest Major Market: Pittsburgh

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