Role OverviewEagle Strategies is 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.
What You Will Do
As an Eagle Strategies IAR, you'll help clients make informed financial decisions across every aspect of their financial lives. You'll develop comprehensive financial plans tailored to each client's goals and values, create coordinated strategies that integrate investments, taxes, insurance, retirement, and estate considerations, and guide clients through life's major financial decisions with proactive advice and ongoing planning.
Why It Might Be a Fit
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 success.
Requirements
- 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
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
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