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Associate Advisor Consultant, Washington State/Oregon

June 6, 2026

Location Designation: Fully Remote 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 Seattle, Washington 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 Washington State or Oregon and be able to travel as needed. * At least 2 years of experience in asset management sales or as a Financial Advisor 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. #LI-AM1 Pay Transparency Salary Range: $70,000 + 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. Company Overview At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it. 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 here to 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. Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities. Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees’ needs. Job Requisition ID: 93648

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...