Financial Advisor

A successful financial advisor builds long-term relationships with clients, provides thoughtful and ethical guidance aligned with their goals, and develops a sustainable practice through consistent service, continuous learning, and integrity.

At New York Life and Eagle Strategies, our Financial Advisors create comprehensive solutions at the intersection of risk management and accumulation planning, helping clients develop long-term financial strategies designed to support individuals and families across generations.

New York Life and its affiliates are committed to foundational financial planning and impeccable service within the communities we serve. Holistic planning strategies may include, but are not limited to: retirement planning, asset management, employee benefits, protection planning, education funding, business planning, special needs planning, and legacy and estate planning.

New York Life offers a structured, three-year onboarding and development program designed to support your growth as a financial professional. Advisors receive continuous training, hands‑off coaching, and ongoing professional development throughout their careers.

The firm provides marketing support, direct‑to‑consumer prospecting opportunities, and access to advanced technology tools to help efficiently build and manage their practice. Through team‑based mentoring, advisors collaborate with experienced professionals who share insight and guidance as you build your own individual practice.

As a Fortune 100 company, New York Life provides the training, infrastructure, and long‑term support to help advisors operate at a high professional level while serving their clients.

• Bachelor's degree in Finance, Business, or a related field
• Proficiency in client relations and the ability to develop personalized strategies
• Excellent communication, interpersonal, and relationship management abilities
• Analytical thinking and problem‑solving skills to adapt to evolving financial situations
• General investment knowledge and a passion for finance and/or financial planning
• Securities Licensing, Insurance Licensing, & Relevant Designations (CFP, ChFc, CLU, RSCP...) preferred
• 401(k) / 401(k) matching
• Health insurance
• Dental Insurance / Vision insurance
• Flexible spending account
• Life insurance
• Financial planning services / Flexible schedule
• Paid training / Professional development assistance