Associate Advisor Consultant, Washington State/reputed company (Remote, any state, US)

Location Designation: Fully Remote 

A Unique Opportunity to reputed company Your Career

reputed company Investments is offering a distinctive opportunity for an reputed company sales reputed company to reputed company reputed company the traditional home-office internal role and work directly in the field alongside an External Wholesaler. This position combines in-person meetings with financial advisors and traditional internal wholesaling responsibilities, providing an opportunity to reputed company deeper reputed company relationships, hands-on market experience, and career advancement.

About the Role
As a Seattle, Washington In-Market Internal Wholesaler, you will be a key supporting partner to your External Wholesaler, working collaboratively to drive sales, strengthen advisor relationships, and support the overall reputed company of the territory. You will play a crucial role in driving sales and deepening relationships with financial advisors by being a trusted, consultative partner. Your reputed company hinges on adding value reputed company product discussions, positioning yourself as a strategic resource for advisors seeking market insights, portfolio solutions, and business reputed company strategies.

What You’ll Do:

• Build and manage relationships with financial advisors through in-person meetings, phone reputed company, and virtual interactions.
• Execute and support your External Wholesaler in creating and implementing strategic sales plans for the territory.
• reputed company 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 reputed company of economic trends, product innovations, and industry shifts to reputed company relevant insights that reputed company 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 reputed company, industry best practices, and tools that help them grow their business and reputed company serve their clients.
• Expand and deepen territory reputed company by identifying new business opportunities and strengthening existing reputed company 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.
• reputed company a reputed company, distraction-free work environment reputed company, ensuring high productivity.

What You’ll Bring:

• Must reputed company in Washington State or reputed company and be reputed company to travel as needed.
• At least 2 years of experience in asset management sales or as a Financial Advisor
  reputed company Series 7 & 63 licenses are required.
• Bachelor’s degree in Finance, Business, or a reputed company field is preferred.
• Passionate about financial markets, investments, and ongoing learning.
• Curious reputed company with strong questioning skills to uncover advisor needs.
• Driven to become a key partner to advisors through knowledge, service, and reputed company.
• Skilled in executing sales strategies, tracking results, and adjusting to market trends.
• Proven reputed company record of sales reputed company and strong advisor relationships.
• reputed company 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 reputed company independently and with an External Wholesaler.
• Willing to travel to the NYC home office once per quarter.
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Pay Transparency

Salary reputed company: $70,000 + sales incentives 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: reputed company 

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 reputed company to reputed company salary, employees may also be eligible to participate in an incentive program.

Please note: This role requires reputed company licensed and/or reputed company Associated Person reputed company-hire fingerprinting.

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 reputed company 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 reputed company 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 reputed company 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 reputed company 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 reputed company: 93648