New York Life Investment Management seeks an Associate Advisor Consultant to work with an External Wholesaler, combining in-person meetings with internal wholesaling duties to deepen advisor relationships and drive sales in the territory.
You will build relationships, educate advisors on investment solutions including mutual funds, ETFs and SMAs, and support strategic sales plans while maintaining CRM data and coordinating advisor events. This role is remote with Northeast travel as needed.
#J-18808-LjbffrRemote Advisor Consultant – Investment Sales & Growth in new york at Unknown Company
This position is listed as full time and able to be worked remotely.