Senior Internal Advisor Consultant - Colorado

Location Designation: Fully Remote 

 

When you join New York Life, you’re joining a company that values development, career growth, collaboration, innovation, and diversity & inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

 

 

 

A Unique Opportunity to Elevate Your Career
New York Life Investments is offering a distinctive opportunity for an experienced sales professional to step beyond 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 develop deeper client relationships, hands-on market experience, and career advancement.

 

About the Role

As an 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 growth 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 success hinges on adding value beyond product discussions, positioning yourself as a strategic resource for advisors seeking market insights, portfolio solutions, and business growth strategies.

 

What You’ll Do

• Build and manage relationships with financial advisors through in-person meetings, phone outreach, and virtual interactions.
• Execute and support your External Wholesaler in creating and implementing strategic sales plans for the territory.
• Educate 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 ahead of economic trends, product innovations, and industry shifts to provide relevant insights that elevate 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 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.
• 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.
• Uphold a structured, distraction-free work environment at home, ensuring high productivity. 

 

What You’ll Bring

• Passion for financial markets, investments, and continuous learning.
• A natural curiosity and ability to ask great questions to uncover advisor needs.
• Strong communication and consultative sales skills, with a focus on helping rather than just selling.
• A drive to become indispensable to advisors through knowledge, service, and strategic insights.
• The ability to execute on sales strategies, track performance metrics, and adapt to market opportunities to drive meaningful results.

• FINRA Series 7 & 63 required.
• Bachelor’s degree in Finance, Business, or related field preferred.
• Minimum two years of experience in asset management sales or as a Financial Advisor; Colorado