Financial Advisor

For over 180 years, New York Life Insurance Company has helped individuals achieve significant milestones and secure their financial futures. As a mutual company, we prioritize integrity, transparency, and objectivity, supporting our employees and communities through a culture of giving, volunteerism, and the New York Life Foundation. We are dedicated to fostering career growth, collaboration, innovation, and diversity and inclusion while empowering personal and professional development through various programs.

New York Life offers a range of services, including insurance, investments, retirement, and advisory solutions, delivered with a commitment to excellence. We are proud to be an equal opportunity employer, embracing diversity and inclusion for all individuals.

Role Description

This is a full-time hybrid role for a Financial Advisor, based in Knoxville, TN, with opportunities for remote work. The Financial Advisor will work closely with clients to understand their financial goals and provide personalized financial planning, retirement planning, investment, and advisory services. Key responsibilities include analyzing financial information, identifying investment opportunities, offering tailored financial solutions, and building long-term client relationships.

The successful candidate will also stay updated on industry trends and regulatory changes, ensuring a high standard of service.

Qualifications

• Proficiency in Financial Planning and Retirement Planning to analyze client needs and create comprehensive strategies.
• Strong expertise in Finance and Investments to deliver sound advice and manage financial portfolios effectively.
• Experience in Financial Advisory services to build trusted client relationships and guide clients toward their financial goals.
• Exceptional interpersonal communication and customer service skills to foster strong client engagement.
• Bachelor’s degree in Finance, Business, or a related field; professional certifications such as CFP® or similar are preferred.
• Goal-oriented mindset with problem-solving skills and the ability to simplify complex financial concepts for clients.
• Knowledge of industry regulations and compliance requirements is an asset.