Financial Advisor IAR — Flexible Growth Path

New York Life - Chicago Northshore

Deerfield (IL)

Remote

USD 100,000 - 160,000

Full time

5 days ago

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Benefits offered by this job

Performance bonus

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Eagle Strategies, a Registered Investment Adviser and subsidiary of New York Life Insurance Company, seeks Investment Advisor Representatives (IARs) to build trusted client relationships and deliver holistic financial guidance. You will access a fee-based planning platform and an expansive investment solutions platform to shape your personal advisory practice.

Qualified candidates possess FINRA Series 7 & 66 (or 63 & 65) and Life & Health licenses, with strong interpersonal skills and a

Qualifications

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 various aspects of their financial lives.
Collaborate with specialists to provide sophisticated planning solutions as needed.
Develop comprehensive financial plans tailored to client goals and values.
Create coordinated strategies integrating investments, taxes, insurance, retirement, and estate considerations.
Build and maintain long-term client relationships based on trust and accountability.