Senior Internal Advisor Consultant (Southern CA)

Location Designation: Fully Remote 

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & 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.

A Unique Opportunity to Elevate Your Career
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 an 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.

What You’ll Do

• 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. 

What You’ll Bring

• Passion for financial markets, investments, and continuous learning.
• A natural curiosity and ability to ask great questions to uncover advisor needs.
• Strong communication and consultative sales skills, with a focus on helping rather than just selling.
• A drive to become indispensable to advisors through knowledge, service, and strategic insights.
• The ability to execute on sales strategies, track performance metrics, and adapt to market opportunities to drive meaningful results.

• FINRA Series 7 & 63 required.
• Bachelor’s degree in Finance, Business, or related field preferred.
• Minimum two years of experience in asset management sales or as a Financial Advisor; Southern California experience preferred but not required.
• Residency required in Southern California and travel as required.
• Proven sales success with a track record of exceeding goals and building strong advisor relationships.
• Ability to reside in the assigned territory and travel as required.
• Uphold a structured, distraction-free work environment at home, ensuring high productivity.
• Strong investment knowledge and familiarity with mutual funds, ETFs, SMAs, and capital markets.
• Exceptional communication, presentation, and relationship-building skills.
• Self-motivated and organized with the ability to work both independently and collaboratively supporting an External Wholesaler.
• Ability to travel to the home office in NYC 1x a quarter.

Why Join Us?

• A rare opportunity to gain in-market experience as an Internal Wholesaler, positioning yourself for career advancement.
• Direct advisor engagement that allows for deeper relationship-building and enhanced sales effectiveness.
• Industry-leading resources, training, and support to ensure long-term success.
• Competitive compensation package with performance-based incentives.

Take the Next Step in Your Career

This is a game-changing role in our industry, offering top-tier resources, professional growth, and hands-on market experience. This role is ideal for high-performing individuals who want to expand their skill set and gain field experience. Apply today.

Join New York Life Investments and take your career to the next level.

#LI-AM1

#CAjobs

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Pay Transparency

Salary Range:  $70,000 Base salary + Incentives 

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. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Diversity Promise

We believe in a diverse workforce because it is our mission to advocate for the financial security and success of people in every community. This is why diversity, equity, and inclusion (DEI) are guiding principles that are embedded in our brand and our culture. Click here to learn more about how we have been recognized for our leadership.

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 of www.NewYorkLife.com.

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Job Requisition ID: 91202