Home
/
Comprehensive
/
Regional Advisor Consultant - Edward Jones channel (Minneapolis, MN)
Regional Advisor Consultant - Edward Jones channel (Minneapolis, MN)-December 2024
Minneapolis
Dec 22, 2025
About Regional Advisor Consultant - Edward Jones channel (Minneapolis, MN)

  Location Designation:Hybrid When you join New York Life Investments, a wholly owned subsidiary of New York Life Insurance Company, you are joining a global investment company with a long history and passion for career development, innovation, collaboration, and diversity, equity and 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.New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture. As a top 25 global asset management firm with more than $600 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities.We invite you to bring your talents to New York Life Investments, so we can continue to help people achieve their financial aspirations. 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. Primary Responsibilities: Partner with Divisional Sales Manager and Business Intelligence to develop and strengthen a business plan to maximize market share, assets, and profitability for assigned Edward Jones territory. 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 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. Serves as a liaison between sales, marketing, and business intelligence to harness the full power of intelligent distribution. Qualifications: Required to reside in assigned territory and travel extensively Excellent organizational and presentation capabilities Series 7 and 63 licensing exams Advances certifications in the industry preferred Proficient in MS Word, Excel, PowerPoint, Salesforce and Tableau Experience covering Edward Jones advisors in a client facing capacity Strong sales process and client service management Thorough knowledge of MainStay mutual funds & IQ ETFs and its products that impact the business, as well as sales and marketing strategies. Join our team at New York Life Investments to unlock your full potential! #LI-AM1 Salary range: Overtime eligible:Exempt Discretionary bonus eligible:No Sales bonus eligible:Yes Click here to learn more about our . Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required. Please note: This role requiresFINRA licensedand/or FINRA Associated Person pre-hire fingerprinting. Job Requisition ID:89560 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, suppor ed by the.We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses "Be Good At Life." To learn more, please visit , our and the page of .

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Auto Dealer Audit Manager
Looking to work at a firm that encourages a work life balance?Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’
Nurse Practitioner/Physician Assistant HBMC-20K Sign On-Fayetteville, NC
$40,000 Student Loan Repayment Or $20,000 Sign-on Bonus For Individuals Who Have Not Previously Participated In This Program Optum Home & Community Care, part of the UnitedHealth Group family of
Security Guard - Part time
Allied Universal®, North America’s leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workp
Senior Software Engineer - DNS DP (JoinOCI-SDE)
Job Description Are you looking for an opportunity to build and operate a suite of massive scale, integrated cloud services in a broadly distributed, multi-tenant cloud environment? Oracle’s Cloud In
Respiratory Therapy Assistant PRN
Employment Type: Part time Shift: Description: Employment Type: PRN Shift: Varies Position Purpose: Under direct supervision of certified and registered Respiratory Therapists, performs a variety of
Global General Support Specialist
F45 Training Inc., headquartered in Austin, Texas, offers consumers functional 45-minute workouts that are effective, fun, and community-driven. F45 utilizes proprietary technologies: a fitness progr
Engineering Intern - Summer 2024
Who We AreJohns Manville is a leading manufacturer and marketer of premium-quality insulation and commercial roofing, along with glass fibers and nonwovens for commercial, industrial and residential
Paramedic - Ambulance | Thief River Falls - Full Time
Create Your Career With Us! Sanford Health is one of the largest and fastest-growing not-for-profit health systems in the United States. We're proud to offer many development and advancement opportun
Mechanical/Reliability Summer Intern
As we create a colorful, capable and cleaner world through chemistry, we invite you to join our team to harness the power of chemistry to shape markets, redefine industries and improve lives for bill
Qualification Engineer Avionic/Electric (all genders)
Mit deiner Hilfe gestalten wir die Luft- und Raumfahrt von Morgen: Arbeite mit uns an spannenden und innovativen Projekten. Entwickle die notwendigen Technologien für die nachhaltige Zukunft der Luft
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved