Planning-First Financial Advisor

Eagle Strategies, LLC; San Antonio (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

401(k)

Pension Plan

Life Insurance and Long‑Term Disable-

Job summary

Eagle Strategies, LLC is seeking entrepreneurial Investment Advisor Representatives to build a planning-centered practice and serve individuals, families, and businesses with holistic financial guidance. You’ll work within a fee-based planning model using a broad platform, while building your own client relationships and private-brand practice.

The role emphasizes seven planning pillars and collaboration with specialists to deliver sophisticated solutions, with access to training, licensing

Qualifications

• FINRA Series 7 and Series 66 (or Series 63 & 65) are required.
• Life & Health Insurance Licenses are required.
• 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 and education.

Skills

Interpersonal skills

Analytical mindset

Self-motivated

Communication skills

Organizational skills

Job description

Eagle Strategies, LLC is seeking entrepreneurial Investment Advisor Representatives to build a planning-centered practice and serve individuals, families, and businesses with holistic financial guidance. You’ll work within a fee-based planning model using a broad platform, while building your own client relationships and private-brand practice.

The role emphasizes seven planning pillars and collaboration with specialists to deliver sophisticated solutions, with access to training, licensing