New York Life

Edward Jones Regional Advisor Consultant, Pacific West Territory

New York Life

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a passionate and experienced financial advisor looking to take your career to the next level? Look no further! New York Life is seeking a highly motivated and driven Regional Advisor Consultant to join our Pacific West Territory team at Edward Jones. In this role, you will have the opportunity to work with top performers in the industry, develop strong relationships with clients, and make a significant impact on their financial well-being. As a leader in the financial services industry, we are dedicated to providing our clients with the best possible solutions to meet their unique needs. To succeed in this role, you must possess a strong background in financial planning and sales, as well as excellent communication and interpersonal skills. If you are ready to take on a new challenge and make a positive impact in people's lives, we encourage you to apply for this exciting opportunity.

  1. Develop and maintain strong relationships with clients in order to understand their financial needs and provide them with the best solutions.
  2. Utilize your expertise in financial planning and sales to drive business growth and achieve sales targets.
  3. Act as a mentor and coach to financial advisors within the Pacific West Territory team, providing guidance and support to help them succeed.
  4. Stay up-to-date on industry trends and changes in the financial market to effectively advise clients and provide them with the most relevant and accurate information.
  5. Collaborate with other team members and departments to develop and implement strategies to attract and retain clients.
  6. Conduct thorough financial analyses for clients, identifying areas for improvement and providing recommendations for their financial plans.
  7. Educate clients on various financial products and services offered by New York Life and Edward Jones, and assist them in making informed decisions.
  8. Attend networking events and conferences to expand your professional network and represent the company in a positive and professional manner.
  9. Maintain accurate and up-to-date records of client interactions and transactions.
  10. Continuously strive to meet and exceed performance targets and contribute to the overall success of the Pacific West Territory team.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Minimum Of 10 Years Of Experience In The Financial Services Industry, With A Focus On Wealth Management And Financial Planning.

  • Proven Track Record Of Success In Sales And Business Development, With A Strong Understanding Of Market Trends And Client Needs In The Pacific West Region.

  • Deep Knowledge Of Investment Products And Services, Including Mutual Funds, Annuities, And Insurance Products.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Relationships With High Net Worth Clients And Financial Advisors.

  • Strong Leadership And Management Abilities, With Experience In Mentoring And Coaching A Team Of Financial Professionals To Achieve Individual And Team Goals.

Required Skills
  • Financial Analysis

  • Networking

  • Market Research

  • Business Development

  • Presentation skills

  • Relationship Building

  • Consultative selling

  • Team Leadership

  • wealth management

  • Client management

  • Investment planning

  • Retirement Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Edward Jones Regional Advisor Consultant, Pacific West Territory in New York, NY, USA is $100,000-$150,000 per year. However, salaries can vary depending on experience, performance, and location within the territory.

Additional Information
New York Life is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMay 19th, 2025
Apply BeforeAugust 16th, 2025
This job posting is from a verified source. 

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About New York Life

New York Life Insurance Company is the third-largest life insurance company in the United States, the largest mutual life insurance company in the United States.

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