Financial Advisor Entry Level

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

At Eagle Strategies, we believe exceptional financial advice begins with comprehensive planning.

We’re seeking business minded Investment Advisor Representatives (IARs) who want to build meaningful, long-term client relationships while delivering sophisticated, holistic financial guidance. Our IARs serve as trusted partners, helping individuals, families, and business owners make confident financial decisions through every stage of life.

You’ll have access to a fee-based planning platform, comprehensive investment solutions, and the flexibility to build a practice that reflects your personal brand and philosophy.

Eagle Strategies is a Registered Investment Adviser and a wholly owned subsidiary of New York Life Insurance Company (“New York Life”). Along with our parent company and affiliates, Eagle Strategies is dedicated to designing customized and integrated wealth management and insurance solutions to help clients meet their unique financial goals. With more than 180 years of experience, we have a long history of doing what is best for our clients.

Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change

As an Eagle Strategies IAR, you’ll help clients make informed financial decisions across every aspect of their financial lives.

• Cash Flow & Wealth Management
• Retirement Planning
• Tax-Efficient Planning Strategies
• Estate & Legacy Planning
• Investment Strategy & Portfolio Management
• Risk Management & Asset Protection
• Business Planning & Succession Strategies

• 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, education, and accountability.
• Collaborate with specialists to provide sophisticated planning solutions when appropriate.
  Stay current on market trends, tax law changes, and financial planning strategies to continually deliver exceptional advice.

Unlike many traditional firms, Eagle Strategies provides advisors with the flexibility to build the practice they envision.

Offer comprehensive advice through a fee-based advisory model designed to align your success with your clients’ long‑term outcomes.

Access a broad universe of investment managers, planning tools, and financial solutions without being limited to proprietary products or captive offerings.

• Practice management coaching
• Training and licensing support
• Professional development opportunities
• Marketing and business development resources
• Advanced financial planning technology
• Investment research and portfolio resources
• Ongoing education and professional development
• Collaborative support from experienced specialists

Christopher J. Viveiros, CLU® – Managing Partner: Chris began his career with New York Life in 2000 in the…