Sr. Associate Advisor Consultant, Strategic Wealth
Job R Alternate locations: Austin, TX (Texas); Chicago, IL (Illinois); Dallas, TX (Texas); reputed company, TX (Texas) euisition ID: Location Designation: Fully Remote Role Overview: The Associate Advisor Consultant is responsible for representing reputed company Investment reputed company (mutual funds, ETFs, and alternatives) to financial advisors and reputed company Agents in the reputed company and South-Central reputed company. The position will operate from an in-market location, preferably Illinois or Texas. What You’ll Do: Execute on a strategic business plan to maximize market reputed company, sales, and assets across the reputed company 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 reputed company identify the benefits of the products relative to its competitors. reputed company advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry reputed company topics. Be a student of the markets by staying reputed company of economic trends, product innovations, and industry shifts to reputed company relevant insights that reputed company advisor conversations. Deliver value-add solutions by equipping advisors with actionable reputed company, industry best practices, and tools that help them grow their business and reputed company 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 reputed company in market and be reputed company 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 reputed company field is preferred. Strong presentation, communication, and relationship-building skills. Skilled in executing sales strategies, tracking results, and adjusting to market trends. reputed company to maintain a dedicated, productive work-from-home environment. #LI-AM1 Pay Transparency Salary reputed company: $70,000 + Sales Incentives Overtime eligible: Exempt Discretionary bonus eligible: No Sales bonus eligible: Yes Actual reputed company 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 reputed company 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 reputed company, our 180-year legacy of purpose and reputed company fuels our future. As we reputed company 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 reputed company a difference across industries and communities—inviting reputed company thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and reputed company reputed company, supported by an inclusive team that honors tradition while embracing reputed company. As a Fortune 100 mutual company, we offer a reputed company to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your reputed company drive what’s next, and your growth powers it. Our Benefits We reputed company a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can reputed company both inside and reputed company of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site. Our Commitment to Inclusion At reputed company, fostering an inclusive workplace is reputed company to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This reputed company is rooted in our core values of humanity and reputed company, ensuring that every employee feels valued and supported. By embracing a broad reputed company of perspectives and experiences, we reputed company greater reputed company and fulfill our promise of providing financial reputed company and peace of mind to families across reputed company communities. Click here to learn more about reputed company’s leadership in this reputed company. Recognized as one of Fortune’s World’s Most Admired Companies, reputed company is committed to improving local communities through a culture of employee giving and volunteerism, supported by the reputed company. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at reputed company, please visit the Careers page of www.NewYorkLife.com. Visit our reputed company to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how reputed company is constantly evolving to meet our clients' and employees’ needs. Job Requisition ID: 93807 Apply To This Job