Remote Advisor Consultant – Investment Sales & Growth

New York Life Investment Management; New York (NY); Remote; USD 120.000 - 160.000; Vollzeit

Zusammenfassung

New York Life Investment Management seeks an Associate Advisor Consultant to work with an External Wholesaler, combining in-person meetings with internal wholesaling duties to deepen advisor relationships and drive sales in the territory.

You will build relationships, educate advisors on investment solutions including mutual funds, ETFs and SMAs, and support strategic sales plans while maintaining CRM data and coordinating advisor events. This role is remote with Northeast travel as needed.

Qualifikationen

• Must reside in the Northeast 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 & 66 licenses are required.

Aufgaben

• 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, Private Equity/Credit 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 across Broker/Dealers and NYL Agency channels.
• 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.

Kenntnisse

Relationship building

Sales strategy

Communication

Analytical thinking

Self-motivation

Ausbildung

Bachelor’s degree in Finance, Business, or related field

Tools

FINRA Series 7 & 66 licenses

Jobbeschreibung

New York Life Investment Management seeks an Associate Advisor Consultant to work with an External Wholesaler, combining in-person meetings with internal wholesaling duties to deepen advisor relationships and drive sales in the territory.

You will build relationships, educate advisors on investment solutions including mutual funds, ETFs and SMAs, and support strategic sales plans while maintaining CRM data and coordinating advisor events. This role is remote with Northeast travel as needed.