Financial Advisor

Build More Than a Book of Business. Build a Planning-Centered Practice.

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

We’re seeking entrepreneurial 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.

What You’ll Do

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

Your planning process centers around seven core planning pillars:

• Cash Flow & Wealth Management
• Retirement Planning
• Business Planning & Succession Strategies

You’ll work closely with clients to:

• 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.

Why Eagle Strategies

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

Fee-Based Planning

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

Expansive Platform

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

For advisors who desire greater flexibility, Eagle Strategies offers the opportunity to establish your own DBA (Doing Business As) and operate your practice under your own brand while leveraging our robust platform, technology, compliance, and operational support.

You’ll receive:

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

Qualifications

We’re looking for IARs who are passionate about helping clients improve their financial lives.

Required qualifications include:

• 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

Compensation

All IARs affiliated with Eagle Strategies must also be contracted as agents with New York Life. Agents who are also IARs may earn income from both commission-based products and fees generated through managed accounts and financial planning services. 1, 2

We offer a suite of benefits to those agents who qualify.
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• 401(k)
• Pension Plan4
• Life Insurance and Long-Term Disability Insurance

Our Philosophy

Our advisors don’t simply manage investments—they help clients make better financial decisions.

By integrating planning across cash flow, taxes, retirement, estate, investments, risk management, and business planning, we empower clients to build financial confidence and long-term…