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Eagle Strategies Jobs (NOW HIRING)

New York Life

Financial Advisor

Dallas, TX

Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three ...

New York Life

Financial Advisor

New Hyde Park, NY

Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three ...

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Eagle Strategies information

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How much do eagle strategies jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for eagle strategies in the United States is $35.27, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $48.80 per hour, depending on experience, location, and employer.

What is the difference between Eagle Strategies vs Financial Advisor?

AspectEagle StrategiesFinancial Advisor
CertificationsSeries 7, 66, or 65 licenses, CFP often preferredCFP, CFA, Series 7/66, or other financial planning credentials
Work EnvironmentTypically employed by insurance or financial firms, client-facingIndependent or firm-employed, client-facing, advisory role
Industry UsageInsurance and financial services industryFinancial planning, wealth management, investment advising

Both roles involve financial advising and require similar licenses, but Eagle Strategies often refers to a specific insurance-focused role within a larger firm, while Financial Advisor is a broader term for professionals providing comprehensive financial planning and investment advice.

What is Eagle Strategies?

Eagle Strategies is a subsidiary of New York Life Insurance Company that provides comprehensive financial planning and investment advisory services. They work with individuals and businesses to create customized strategies for retirement, wealth management, estate planning, and other financial goals. Eagle Strategies' financial advisors are licensed and offer fiduciary advice, meaning they are required to act in the best interest of their clients. Their services are tailored based on clients' unique financial situations and long-term objectives.

What are the key skills and qualifications needed to thrive as a financial advisor at Eagle Strategies?

To thrive as a Financial Advisor at Eagle Strategies, you need strong analytical skills, a background in finance or economics, and often relevant licenses such as Series 7 and 66 or CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is typically required. Exceptional interpersonal skills, trustworthiness, and effective communication help build lasting client relationships and foster trust. These competencies ensure advisors can provide tailored, compliant solutions that meet client needs and drive business growth.

What are the typical client engagement responsibilities for a financial advisor at Eagle Strategies?

As a financial advisor at Eagle Strategies, you will be responsible for building and maintaining long-term relationships with clients by understanding their financial goals and providing personalized investment strategies. This typically involves conducting regular client meetings, preparing comprehensive financial plans, and staying updated on market trends and regulatory changes. Advisors also collaborate with internal specialists and external partners to deliver holistic wealth management solutions. Effective communication and proactive service are key to ensuring client satisfaction and retention.
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Eagle Strategies jobs near you
Infographic showing various Eagle Strategies job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 82% Physical, 4% Hybrid, and 14% Remote job distribution, with an average salary of $73,364 per year, or $35.3 per hour.

Fast Track Insurance Partner

New York Life Insurance Company - Santa Clara General Office

Santa Clara, CA • On-site, Remote

$47K - $64K/yr

Full-time

Re-posted 27 days ago

Job description

Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you'll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you'll be able to transition into management as an Associate Partner.
In this role, you'll be responsible for recruiting and developing your own team of financial professionals. You'll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager.
Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities.
About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry.
*Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies.
1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor's (AA+); A.M. Best (A++); Moody's (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18
2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019
3- Based on Fortune Magazine 'World's Most Admired Companies' 2019 ranking: https://fortune.com/worlds-most-admired-companies/ To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company's score must rank in the top half of its industry survey to be listed
4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/
Our extensive resources include:
-Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses.
- Three highly-skilled teams that provide advanced markets support:
- Our Advanced Planning Group
- Eagle Strategies*** for qualifying agents who are also Registered Representatives
- The Nautilus Group for qualifying agents who pay a monthly subscription fee
- A team of highly-trained, experienced product consultants to support your agents' client acquisition needs.
Qualifications
• Bilingual in English and a second language is preferred

Apply