Financial Advisor Entry Level

New York Life - Chicago Northshore•Chicago, IL

16h•$65,000 - $100,000•Hybrid

About The Position

At Eagle Strategies, we believe exceptional financial advice begins with comprehensive planning. 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. Eagle Strategies is a Registered Investment Adviser and a wholly owned subsidiary of New York Life Insurance Company (“New York Life”). Along with our parent company and affiliates, Eagle Strategies is dedicated to designing customized and integrated wealth management and insurance solutions to help clients meet their unique financial goals. With more than 180 years of experience, we have a long history of doing what is best for our clients. Eagle Strategies IARs are also Agents of New York Life and Registered Representatives of NYLIFE Securities LLC. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.

Requirements

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

Responsibilities

Help clients make informed financial decisions across every aspect of their financial lives.
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.