Associate Advisor Consultant, Washington State/Oregon

About the role

New York Life Investments is offering a distinctive opportunity for an experienced sales professional to work directly in the field alongside an External Wholesaler.

Responsibilities

• 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, and SMAs, while providing asset allocation insights.
• Stay ahead of economic trends, product innovations, and industry shifts to provide relevant insights that elevate advisor conversations.
• Ask the right questions, uncover advisor needs, and deliver tailored solutions that drive meaningful engagement.
• Equip advisors with actionable ideas, industry best practices, and tools that help them grow their business and better serve their clients.
• Identify new business opportunities and strengthen existing client relationships.
• Deliver value-add solutions 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.
• Work in a structured, distraction-free work environment at home, ensuring high productivity.

Requirements

• Must reside in Washington State or Oregon 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 & 63 licenses are required.
• Bachelor’s degree in Finance, Business, or a related field is preferred.
• Passionate about financial markets, investments, and ongoing learning.
• Curious mindset with strong questioning skills to uncover advisor needs.
• Driven to become a key partner to advisors through knowledge, service, and strategy.
• Skilled in executing sales strategies, tracking results, and adjusting to market trends.
• Proven track record of sales success and strong advisor relationships.
• Able to maintain a dedicated, productive work-from-home environment.
• Solid understanding of investments including mutual funds, ETFs, SMAs, and capital markets.
• Strong presentation, communication, and relationship-building skills.
• Self-starter who works well independently and with an External Wholesaler.
• Willing to travel to the NYC home office once per quarter.

Qualifications

• Must reside in Washington State or Oregon 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 & 63 licenses are required.
• Bachelor’s degree in Finance, Business, or a related field is preferred.
• Passionate about financial markets, investments, and ongoing learning.
• Curious mindset with strong questioning skills to uncover advisor needs.
• Driven to become a key partner to advisors through knowledge, service, and strategy.
• Skilled in executing sales strategies, tracking results, and adjusting to market trends.
• Proven track record of sales success and strong advisor relationships.
• Able to maintain a dedicated, productive work-from-home environment.
• Solid understanding of investments including mutual funds, ETFs, SMAs, and capital markets.
• Strong presentation, communication, and relationship-building skills.
• Self-starter who works well independently and with an External Wholesaler.
• Willing to travel to the NYC home office once per quarter.

Skills

• Asset management sales experience.
• Financial Advisor experience.
• FINRA Series 7 & 63 licenses.
• Knowledge of mutual funds, ETFs, SMAs, and capital markets.
• Effective communication and relationship-building skills.
• Ability to stay updated on economic trends, product innovations, and industry shifts.
• Strong problem-solving and decision-making abilities.

Benefits

• 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.
• Eligible for an annual discretionary bonus.
• Incentive program participation possible.

Pay

• Salary Range: $70,000 + sales incentives.

Schedule

• Exempt.

Company Overview

New York Life is a Fortune 100 mutual company with a 180-year legacy of purpose and integrity. We are committed to fostering an inclusive workplace and improving local communities through employee giving and volunteerism.

Our Commitment to Inclusion

We are committed to creating an environment where individuals feel valued and supported, embracing diversity and inclusion to achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.

Application Instructions

To apply for this role, please visit the Careers page of www.NewYorkLife.com.