New York Life Investments · 17 hours ago
Associate Advisor Consultant - Northern California
California, United States
Full-time
Hybrid
Entry, Mid Level
$70K/yr - $70K/yr
2+ years expNew York Life Investments is offering a distinctive opportunity for an experienced sales professional to work directly in the field alongside an External Wholesaler. The Associate Advisor Consultant will drive sales, strengthen advisor relationships, and support overall territory growth through a consultative sales approach and market insights.
FinanceFinancial ServicesManagement Consulting
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
Qualification
Required
Must reside in the Northern California territory 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 at most two times per year
Preferred
Bachelor's degree in Finance, Business, or a related field is preferred
Benefits
Leave programs
Adoption assistance
Student loan repayment programs
Company
New York Life Investments
New York Life Investments is comprised of the global asset management businesses of our parent company, New York Life Insurance Company.
501-1000 employees
H1B Sponsorship
New York Life Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (3)
2021 (1)
2020 (3)
Funding
Current Stage
Late StageLeadership Team
Marta Hansen, MBA, CPA
Chief Financial Officer- Director & FINOP
Debbie Vince
VP DCIO West Region
Recent News
globallegalchronicle.com
2024-02-09
Company data provided by crunchbase