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New York Life Insurance Co100% Remote

Sr. Associate Advisor Consultant, Strategic Wealth

Employment

Full-time

Remote Scope

US

Date Posted

Oct 27, 2026

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About the Role

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,

Required Skills & Technologies

Wealth-ManagementAsset-Management-SalesInvestment-ConsultingFinancial-Services-SalesSenior-Wealth-AdvisorSenior-Financial-Planning-ConsultantSenior-Financial-AdvisorSenior-Asset-Management-ConsultantSenior-Financial-ConsultantWealth-Management-ConsultantSenior-Financial-Planning-Specialist
Link verified: 10/28/2026

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