Senior Investment Advisor

Company Description New York Life Investment Management delivers disciplined active investment management supported by deep market expertise. The firm operates a global platform with approximately $800 billion in assets under management, connecting specialized insights across public and private markets. Its capabilities span every major asset class, helping clients address complex needs and navigate evolving market conditions. Team members collaborate across regions and disciplines to develop solutions focused on long-term performance and client outcomes. For information on social media use and compliance, please refer to the company’s published disclosure and policy resources.
Role Description The Senior Investment Advisor is a part-time remote role focused on providing advanced investment guidance and financial planning support to clients. Day-to-day responsibilities include assessing client goals and risk profiles, designing tailored investment strategies, and recommending appropriate products and asset allocations. The advisor will review portfolios regularly, monitor market trends, and adjust strategies to align with changing conditions and client needs. This role also involves delivering clear, compliant client communications, responding to inquiries, and collaborating with internal teams to ensure high-quality service and adherence to regulatory standards.
Qualifications
Strong financial planning skills, including comprehensive assessment of client goals, risk tolerance, and long-term objectives.
Expertise in investments and investment strategies, with the ability to construct and monitor diversified portfolios across asset classes.
Solid foundation in finance, including understanding of capital markets, economic indicators, and portfolio analytics.
Demonstrated customer service skills, with a commitment to building trust, maintaining client relationships, and communicating clearly and professionally.
Relevant professional credentials (e.g., CFP®, CFA, or equivalent) and applicable licenses as required by regulation and firm policy.
Proven experience in advisory or wealth management roles, preferably in institutional or high-net-worth environments.
Comfort working remotely with strong organizational skills, attention to detail, and the ability to manage multiple client engagements.
Bachelor’s degree in finance, economics, business, or a related field; advanced degree is an advantage.

Work arrangement
No