Senior Internal Advisor Consultant - Texas

Job Requisition ID: 92127 

 

Location Designation: Hybrid - 1 day per month 

 

 

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 a Texas 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: 

• Must reside in Dallas or Ft. Worth Texas and be able to travel as needed.
• At least 2 years of experience in asset management sales or as a Financial Advisor (Texas experience is a plus, but not required).
• FINRA Series 7 & 63 licenses are required.
• Bachelor’s degree in Finance, Business, or a related field is preferred.
• Passionate about financial markets, investments, and ongoing learning.
• Curious mindset with strong questioning skills to uncover advisor needs.
• Driven to become a key partner to advisors through knowledge, service, and strategy.
• Skilled in executing sales strategies, tracking results, and adjusting to market trends.
• Proven track record of sales success and strong advisor relationships.
• Able 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 well independently and with an External Wholesaler.
• Willing to travel to the NYC home office once per quarter.

 

Why Join Us?

A rare opportunity to gain in-market experience as an Internal Wholesaler, positioning yourself for career advancement.

Direct advisor engagement that allows for deeper relationship-building and enhanced sa