New York Life
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Senior Assoc, Strategic Wealth Regional Advisor Consultant (South-FL, GA, NC & SC)
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The Role
Develop and execute sales plans for assigned wealth advisor territories, grow existing relationships, acquire new business, and meet sales goals. Present investment products and services, provide market and competitive insights, cultivate leads with marketing, and collaborate with sales and business intelligence teams. Attend industry events and travel throughout the territory as required while maintaining strong client service and follow-up.
Summary Generated by Built In
Location Designation: Fully Remote
About New York Life Investment Management
With over $800 billion in assets under management, NYLIM is a Pensions & Investments' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm's global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life.
Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing.
More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.
Job Title: Strategic Wealth Regional Advisor Consultant (South Territory)
Location Designation: Fully Remote
The Regional Advisor Consultant (RAC) is an integral part of the team and the sales distribution efforts of New York Life Investments. The RAC will be responsible for creating business plans and a sales strategy for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory to meet sales goals. The individual should showcase a passion for sales strategy, process, and investments. Demonstrate attention to detail and strong follow up process. Most critically, the Regional Advisor Consultant must be poise, professional, excellent presentation abilities, and have a high degree of enthusiasm for building relationships and a competitive drive to succeed. The Regional Advisor Consultant must be resilient and willing to go above and beyond supporting the South (South-FL, GA, NC & SC) territory.
What You'll Do:
What You'll Bring:
Job Level: LEVELPF3
Pay Transparency
Salary Range: $70,000 base salary + sales incentives
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Actual base 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 addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Our Benefits
We provide 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 flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental 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 foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 94706
About New York Life Investment Management
With over $800 billion in assets under management, NYLIM is a Pensions & Investments' Top 30 Largest Money Manager and one of the largest global asset managers serving institutional, retail and insurance clients. NYLIM brings together the firm's global investment teams under one unified brand, combining specialized expertise with the strength and stability of New York Life.
Our platform is built on disciplined active management, deep investment capabilities and a long-term partnership approach designed to deliver enduring value across market cycles and help clients navigate the next era of investing.
More powerful, together, we combine the agility of specialized investment teams with the scale and longevity of a leading mutual institution.
Job Title: Strategic Wealth Regional Advisor Consultant (South Territory)
Location Designation: Fully Remote
The Regional Advisor Consultant (RAC) is an integral part of the team and the sales distribution efforts of New York Life Investments. The RAC will be responsible for creating business plans and a sales strategy for developing and maintaining existing relationships, as well as identifying and acquiring new business within their territory to meet sales goals. The individual should showcase a passion for sales strategy, process, and investments. Demonstrate attention to detail and strong follow up process. Most critically, the Regional Advisor Consultant must be poise, professional, excellent presentation abilities, and have a high degree of enthusiasm for building relationships and a competitive drive to succeed. The Regional Advisor Consultant must be resilient and willing to go above and beyond supporting the South (South-FL, GA, NC & SC) territory.
What You'll Do:
- Partner with Divisional Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned Strategic Broker Dealer and Agency channel.
- Collaborate with the marketing team by cultivating leads and identifying new opportunities with an emphasis on a combination of in person and digital engagement.
- Present New York Life Investment products (Mutual Funds, ETFs, SMA, Alternatives) and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
- Readily available to attend industry conferences, seminars and events when needed.
- Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets, and industry related topics.
- Travel in the territory as required by sales management to maintain business plan focus
- Serves as a liaison between sales, marketing, and business intelligence to harness the full power of intelligent distribution.
What You'll Bring:
- Bachelor's degree in Finance, Business, or a related field (preferred)
- Required to reside in assigned territory and travel
- Excellent organizational and presentation capabilities
- Series 7 and 63 licensing exams are required
- Proficient in MS Word, Excel, PowerPoint, Salesforce and Tableau
- Experience covering Strategic Broker Dealer and Agency channel advisors in a client facing capacity is highly preferred
- Strong sales process and client service management (required)
- Highly motivated, organized, and capable of working both independently and as part of a team
Job Level: LEVELPF3
Pay Transparency
Salary Range: $70,000 base salary + sales incentives
Overtime eligible: Exempt
Discretionary bonus eligible: No
Sales bonus eligible: Yes
Actual base 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 addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Our Benefits
We provide 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 flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental 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 foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.
Job Requisition ID: 94706
Skills Required
- Bachelor's degree in Finance, Business, or a related field
- Reside in the assigned territory
- Travel within the assigned territory as required
- Excellent organizational and presentation capabilities
- Series 7 license
- Series 63 license
- Proficiency in Microsoft Word, Excel, PowerPoint, Salesforce, and Tableau
- Experience covering Strategic Broker Dealer and Agency channel advisors in a client-facing capacity
- Strong sales process and client service management skills
- Ability to work independently and as part of a team
What the Team is Saying
Tyrone
Corporate Vice President, Employee Experience
Emma
Director, Tech, Data, AI, Ventures (TDAV)
Deepa
Chief Information Officer
Patricia
Corporate Vice President, Enterprise Technology Services
Joel
Senior Vice President, Founder & Head of New York Life Ventures
Nishit
Corporate Vice President, AI & Data Architect
New York Life Compensation & Benefits Highlights
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Retirement Support — The package prominently features a defined‑benefit pension alongside a 401(k) with company match, with some materials noting day‑one vesting. This combination is repeatedly highlighted as a standout for long‑term security.
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Parental & Family Support — Offerings include fertility support, adoption assistance, childcare and elder‑care resources, backup childcare/tutoring, and expanded paid new‑parent leave. These benefits are presented as broad, practical supports for caregivers.
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Healthcare Strength — Listed benefits span medical, dental, vision, spending accounts, life and disability coverage, plus EAP, counseling, wellness resources, and fitness perks. The breadth of core health coverage is consistently emphasized for corporate roles.
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The Company
What We Do
At New York Life, our 180-year legacy of integrity, mutuality, and financial strength fuels a future defined by bold transformation. As the largest mutual life insurance company in the U.S., we operate on behalf of our policy owners—not shareholders. That structure allows us to take a long-term view, investing in people, purpose, and innovation that endures. Guided by a clear enterprise vision to become a technology-, data-, and AI-powered company, we’re modernizing our platforms, rearchitecting experiences, and embedding intelligence across our products and services. Our mission has always been about helping people through life’s most meaningful moments. Today, technology is amplifying that mission—enabling us to serve clients, advisors, and communities in more personalized, proactive ways. With a diversified business portfolio spanning insurance, investments, retirement, group benefits, and direct-to-consumer offerings, New York Life delivers the stability of a Fortune 100 company with the agility of one that’s continuously evolving. We’re powered by a values-led culture, inclusive teams, and a shared belief that when our people thrive, so does our company. Here, tradition fuels momentum—and your ideas, energy, and growth power what’s next.
Why Work With Us
New York Life is transforming from the inside out—blending 180 years of trust with the velocity of innovation. What makes us different is our culture: grounded in integrity, humanity, and shared success—values that show up in how we work, lead, and grow. If you want a place where innovation has purpose—build what's next with us.
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New York Life Teams
New York Life Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Typical time on-site:
Not Specified
