Financial Advisor Entry Level

New York Life - Chicago Northshore•Schaumburg, IL

2d•$65,000 - $100,000

About The Position

Eagle Strategies is seeking business-minded Investment Advisor Representatives (IARs) to build long-term client relationships and provide comprehensive, holistic financial guidance. IARs help individuals, families, and business owners make informed financial decisions throughout every stage of life. They have access to a fee-based planning platform, investment solutions, planning tools, and resources, with flexibility to build a practice that reflects their personal brand and philosophy. The planning process encompasses cash flow and wealth management, retirement, tax-efficient strategies, estate and legacy planning, investment strategy and portfolio management, risk management and asset protection, and business planning and succession strategies. Advisors develop plans tailored to clients’ goals and values, coordinate financial strategies, provide ongoing advice, build relationships grounded in trust and accountability, collaborate with specialists, and stay current on market trends, tax law, and planning approaches. Eagle Strategies is a Registered Investment Adviser and a wholly owned subsidiary of New York Life Insurance Company. Eagle Strategies IARs are also New York Life agents and Registered Representatives of NYLIFE Securities LLC. Qualification requirements include applicable FINRA securities, state agent, and investment advisory licenses, compliance history, production standards, and required training; requirements may change. All IARs must also be contracted as New York Life agents. Income may come from commission-based products and fees generated through managed accounts and financial planning services. Advisors can access practice management coaching, training and licensing support, professional development, marketing and business development resources, financial planning technology, investment research and portfolio resources, continuing education, and support from experienced specialists. Flexible work-from-home options are available.

Requirements

FINRA Series 7 and Series 66, or Series 63 and Series 65.
Life and Health Insurance licenses.
Strong interpersonal and relationship-building skills.
Analytical mindset and ability to simplify complex financial concepts.
Self-motivation and excellent communication and organizational skills.
Must also be contracted as an agent with New York Life.
Applicable licensing, compliance history, production standards, and required training requirements apply.

Responsibilities

Develop comprehensive financial plans tailored to each client’s goals and values.
Create coordinated strategies integrating investments, taxes, insurance, retirement, and estate considerations.
Guide clients through 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.
Build a financial advisory practice that reflects the advisor’s personal brand and philosophy.

Benefits

Performance-based bonus.
Company parties.
Dental insurance.
Flexible schedule.
Health insurance.
Opportunity for advancement.
Training and development.
Vision insurance.
401(k).
Pension plan.
Life insurance and long-term disability insurance.
Practice management coaching, training and licensing support, professional development, marketing and business development resources, financial planning technology, investment research and portfolio resources, ongoing education, and specialist support, subject to eligibility.