Role OverviewEagle Strategies is seeking a Financial Advisor to help clients make informed financial decisions across every aspect of their financial lives. The role centers around seven core planning pillars: Cash Flow & Wealth Management, Retirement Planning, Tax-Efficient Planning Strategies, Estate & Legacy Planning, Investment Strategy & Portfolio Management, Risk Management & Asset Protection, and Business Planning & Succession Strategies.
What You Will Do
As a Financial Advisor, you will 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, and collaborate with specialists to provide sophisticated planning solutions when appropriate.
Why It Might Be a Fit
Eagle Strategies provides advisors with the flexibility to build the practice they envision, offering comprehensive advice through a fee-based advisory model designed to align your success with your clients' long-term outcomes.
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
]]>