Entry-Level Financial Advisor

Job Description

Job Description

We’re seeking business-minded Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance. Our IARs serve as trusted partners, helping individuals, families, and business owners make confident financial decisions through every stage of life. You’ll have access to a fee-based planning platform, comprehensive investment solutions, and the flexibility to build a practice that reflects your personal brand and philosophy.

$60,000 - $150,000

As an Eagle Strategies IAR, you’ll help clients make informed financial decisions across every aspect of their financial lives. Your planning process centers around seven core planning pillars:

• Cash Flow & Wealth Management

• Retirement Planning

• Tax-Efficient Planning Strategies

• Estate & Legacy Planning

• Investment Strategy & Portfolio Management

• Risk Management & Asset Protection

• Business Planning & Succession Strategies

You’ll work closely with clients to:

• Develop comprehensive financial plans tailored to each client’s goals and values

• Create coordinated strategies that integrate investments, taxes, insurance, retirement, and estate considerations

• Guide clients through life’s major financial decisions with proactive advice and ongoing planning

• Build and maintain long-term relationships based on trust, education, and accountability

• Collaborate with specialists to provide sophisticated planning solutions when appropriate

• Stay current on market trends, tax law changes, and financial planning strategies to continually deliver exceptional advice

We’re looking for IARs who are passionate about helping clients improve their financial lives. Required qualifications include:

• FINRA Series 7 and Series 66 (or Series 63 & 65)

• Life & Health Insurance Licenses

• Strong interpersonal and relationship-building skills

• Analytical mindset with the ability to simplify complex financial concepts

• Self-motivated with excellent communication and organizational skills

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA)2.