Entry-Level Financial Advisor — Flexible, Remote Growth

New York Life - Chicago Northshore; Chicago (IL); À distance; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

Medical, Dental & Vision Insurance

401(k) Plan

Pension Plan

Life Insurance & LTD

Résumé du poste

Eagle Strategies is seeking Investment Advisor Representatives (IARs) to build long-term client relationships and provide holistic financial guidance. You’ll access a fee-based planning platform and a broad set of investment solutions, enabling you to reflect your personal brand and philosophy in practice.

Join a subsidiary of New York Life with a rich history and a platform that supports flexible practice development and ongoing professional growth in wealth management and insurance solutions.

Qualifications

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

Responsabilités

• Help clients make informed financial decisions across all aspects of their financial lives.
• Develop comprehensive financial plans tailored to each client’s goals and values.
• Create coordinated strategies integrating investments, taxes, insurance, retirement, and estate considerations.
• Build and maintain long-term relationships based on trust, education and accountability.
• Collaborate with specialists to provide sophisticated planning solutions when appropriate.

Connaissances

FINRA Series 7 & Series 66

Life & Health Insurance Licenses

Interpersonal skills

Analytical mindset

Strong communication & organizational

Description du poste

Eagle Strategies is seeking Investment Advisor Representatives (IARs) to build long-term client relationships and provide holistic financial guidance. You’ll access a fee-based planning platform and a broad set of investment solutions, enabling you to reflect your personal brand and philosophy in practice.

Join a subsidiary of New York Life with a rich history and a platform that supports flexible practice development and ongoing professional growth in wealth management and insurance solutions.