Associate Financial Advisor
NYL Eric Mousley
Knoxville, TN US
Posted ago
NYL Eric Mousley

Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the ropes of the financial service needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Responsibilities
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Requires a Bachelor’s degree in business administration, finance, or other related field
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • Valid FINRA Series 7 & 63/66 preferred but not required

  • A track record of success in the Medicare and or Long Term Care Insurance markets

Compensation
$95,000
About NYL Eric Mousley

As a mutual company, independently owned and operated, our organization is uniquely aligned with every client's interests and priorities. We had over 170 years of industry success. Some of our accolades include:

  • Dedicated to working with you to build the best possible financial future for both you and your list of clients
  • #71 on Fortune 100 in 2019
  • Most MDRT members in any United States Mutual company 2019


Highest possible financial strength ratings currently awarded to any life insurer: Standard Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 7/30/18


We also offer our employees a Pension, 401k, and Health Benefits.

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