Sr. Associate Advisor Consultant, Strategic Wealth

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Alternate locations: Austin, TX (Texas); Chicago, IL (Illinois); Dallas, TX (Texas); Houston, TX (Texas)

euisition ID: 

Location Designation: Fully Remote 

Role Overview:

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.

What You’ll Do:

• 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.

  What You’ll Bring: 

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

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Pay Transparency

Salary Range: $70,000 + Sales 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 Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life’s leadership in this space.​

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: 93807