Planning-First Financial Advisor | Build Your Own Practice

Eagle Strategies, LLC; Wichita (KS); Sur place; USD 70 000 - 110 000; Plein temps

Avantages offerts par ce poste

401(k)

Pension Plan

Life Insurance and Long-Term Disabilit

Résumé du poste

Eagle Strategies, LLC is seeking entrepreneurial Investment Advisor Representatives (IARs) to build planning-centered practices in Wichita, Kansas. The role focuses on holistic financial guidance, spanning investments, taxes, insurance, retirement, and estate planning.

As an IAR, you will develop comprehensive plans, maintain long-term client relationships, and work with specialists to deliver sophisticated planning solutions.

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 are essential.
• 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 clients' goals and values.
• Create coordinated strategies that integrate 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.

Connaissances

Interpersonal skills

Analytical mindset

Communication skills

Organizational skills

Formation

FINRA Series 7 & 66 (or Series 63 & 65)

Life & Health Insurance Licenses

Description du poste

Eagle Strategies, LLC is seeking entrepreneurial Investment Advisor Representatives (IARs) to build planning-centered practices in Wichita, Kansas. The role focuses on holistic financial guidance, spanning investments, taxes, insurance, retirement, and estate planning.

As an IAR, you will develop comprehensive plans, maintain long-term client relationships, and work with specialists to deliver sophisticated planning solutions.