Remote Regional Wealth Advisor & Strategy Consultant

New York Life; New York (NY); On-site; USD 63,000 - 77,000; Full time

Job summary

New York Life Investment Management is seeking a Strategic Wealth Regional Advisor Consultant (South Territory) to drive sales strategies and develop advisor relationships across the South region in a fully remote role. You will build business plans, present investment products, and travel as needed to meet targets.

In this role, you will collaborate with marketing and BI, provide technical market insights, and demonstrate a strong sales discipline.

Qualifications

• Bachelor’s degree required or equivalent in Finance/Business or related field.
• Series 7 and 63 licensing exams are required.
• Proven ability to manage a sales process and client service.
• Experience covering Strategic Broker Dealer and Agency channel advisors in a client-facing role is preferred.

Responsibilities

• Develop and implement a business plan and sales strategy for the assigned territory.
• Collaborate with Marketing to generate leads and opportunities, balancing in-person and digital engagement.
• Present NewYork Life Investment products to advisors with knowledge of benefits relative to competitors.
• Attend industry conferences, seminars, and events as needed.
• Provide advisors with technical information on markets and products and stay abreast of competitive landscape.
• Travel within the territory as required to maintain focus on the business plan.
• Act as liaison between sales, marketing, and business intelligence to maximize distribution.

Skills

Sales strategy

Presentation skills

Relationship building

Sales process

Organization

Territory travel

Education

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

Tools

Salesforce

Tableau

MS Word

Excel

PowerPoint

Job description

New York Life Investment Management is seeking a Strategic Wealth Regional Advisor Consultant (South Territory) to drive sales strategies and develop advisor relationships across the South region in a fully remote role. You will build business plans, present investment products, and travel as needed to meet targets.

In this role, you will collaborate with marketing and BI, provide technical market insights, and demonstrate a strong sales discipline.