Sr. Associate Advisor Consultant Strategic Wealth

• 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.

• 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.

What We Do

At New York Life our 180-year legacy of integrity mutuality and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S. we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view investing in people purpose and innovation that endures. Guided by a clear enterprise vision to become a technology- data- and AI-powered company we’re modernizing our platforms rearchitecting experiences and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today technology is amplifying that mission—enabling us to serve clients advisors and communities in more personalized proactive ways. With a diversified business portfolio spanning insurance investments retirement group benefits and direct-to-consumer offerings New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture inclusive teams and a shared belief that when our people thrive so does our company. Here tradition fuels momentum—and your ideas energy and growth power what’s next.

Why Work With Us

New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity humanity and shared success—values that show up in how we work lead and grow. If you want a place where innovation has purpose—build what's next with us.

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