Remote RIA External Wholesaler – West Coast Territory

New York Life Insurance; United States; Remote; USD 68,000 - 83,000; Full time

Job summary

New York Life Investments is seeking an External Advisor Consultant to represent mutual funds, SMAs, ETFs and alternatives to RIAs on the West Coast. This fully remote role requires traveling 50% or more to build advisor relationships and drive growth.

You’ll bring active FINRA 7 and 63 licenses, a finance or business degree, and a proven sales track record in asset management. Base salary starts at 75k with incentives and discretionary bonuses for performance.

Qualifications

• Active FINRA Series 7 and 63 licenses are required.
• Bachelor’s degree in Finance, Business, or related field preferred.

Responsibilities

• Represent NYLI as an External Advisor to financial professionals across the West Coast.
• Develop and execute strategic plans to grow asset share and profitability.
• Explain investment products and market insights to advisers with clarity.

Skills

FINRA Series 7

FINRA Series 63

Education

Bachelor’s degree in Finance or Business

Job description

New York Life Investments is seeking an External Advisor Consultant to represent mutual funds, SMAs, ETFs and alternatives to RIAs on the West Coast. This fully remote role requires traveling 50% or more to build advisor relationships and drive growth.

You’ll bring active FINRA 7 and 63 licenses, a finance or business degree, and a proven sales track record in asset management. Base salary starts at 75k with incentives and discretionary bonuses for performance.