Associate Advisor Consultant, Washington State/Oregon Job Details | New York Life Insurance Co

Summary

New York Life Investments is a financial services company offering investment and wealth management solutions. The Associate Advisor Consultant supports an External Wholesaler by building financial advisor relationships, driving territory sales, providing investment insights, and coordinating advisor engagement activities across Washington State and Oregon.

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
• 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
• 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

Skills

• 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
• 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
• Bachelor's degree in Finance, Business, or a related field is preferred

Qualifications

Must Haves

• 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
• 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

Nice to Haves

• Bachelor's degree in Finance, Business, or a related field is preferred

Benefits

• Sales incentives
• Employees are eligible for an annual discretionary bonus
• Employees may also be eligible to participate in an incentive program
• Leave programs
• Adoption assistance
• Student loan repayment programs