Sr. Associate Advisor Consultant, Strategic Wealth
Job R
Alternate locations: Austin, TX (Texas); Chattanooga, TN (Tennessee); Chicago, IL (Illinois); Dallas, TX (Texas); Houston, TX (Texas); Knoxville, TN (Tennessee); Memphis, TN (Tennessee); Midland, TX (Texas); Nashville, TN (Tennessee); Plano, TX (Texas); Round Rock, TX (Texas); Southlake, TX (Texas); St. Charles, IL (Illinois); Sugar Land, TX (Texas); Texarkana, TX (Texas); The Woodlands, TX (Texas)
euisition ID:
Location Designation: Fully Remote
Role Overview:
The Associate Advisor Consultant is responsible for representing New York Life Investment Management solutions (mutual funds, ETFs, and alternatives) to financial advisors and New York Life Agents in the Northern and South-Central regions.
What You’ll Do:
- Execute on a strategic business plan to maximize market share, sales, and assets across the New York Life Agency channel along with our strategic selection of regional Advisor firms.
- Present NYLIM products and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
- Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics.
- 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.
- 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.
- 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.
What You’ll Bring:
- Must reside in market and be able to travel as needed.
- At least 2 years of experience in asset management sales or as a Financial Advisor with a solid understanding of capital markets.
- FINRA Series 7 & 63 licenses are required.
- Bachelor’s degree in Finance, Business, or a related field is preferred.
- Strong presentation, communication, and relationship-building skills.
- Skilled in executing sales strategies, tracking results, and adjusting to market trends.
- Able to maintain a dedicated, productive work-from-home environment.
Pay Transparency
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. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our Benef