Remote West Coast RIA External Advisor Consultant

New-York-Life

New York (NY)

On-site

USD 68,000 - 83,000

Full time

14 days+

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Job summary

New York Life Investments seeks an External Wholesaler to represent mutual funds, SMAs, ETFs and Alternatives to RIAs across the West Coast region. You will develop plans, articulate product value, and partner with internal teams to drive asset growth.

This remote role emphasizes travel to build long-term advisor relationships and achieve sales targets. The ideal candidate holds FINRA Series 7 and 63 licenses, a Finance/Business degree, and at least three years in asset management sales or with

Qualifications

Active FINRA Series 7 and 63 licenses are required.
Bachelor’s degree in Finance, Business, or related field preferred.
Minimum 3 years of asset management sales or financial advisor experience.
Must reside within the required territory.
Strong knowledge of mutual funds, ETFs, SMAs and capital markets.
Excellent communication, presentation and relationship-building skills.

Responsibilities

Develop and execute a strategic business plan to grow market share and asset growth.
Represent New York Life Investments’ products and services to financial advisors.
Deliver technical product information and market insights to clients.
Collaborate with internal consultants and sales teams to drive fund and SMA sales.
Travel 50% or more to build advisor relationships and drive growth.