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Eagle Strategies Jobs (NOW HIRING)

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How much do eagle strategies jobs pay per hour?

As of Sep 5, 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 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 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.

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 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.

More about Eagle Strategies jobs
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 81% Physical, 4% Hybrid, and 15% Remote job distribution, with an average salary of $73,364 per year, or $35.3 per hour.

Financial Services Professional

New York Life Insurance Company

San Antonio, TX โ€ข On-site

$50K - $200K/yr

Full-time

Re-posted 8 days ago


Key responsibilities

  • Help clients identify and achieve their financial goals by offering a comprehensive array of financial products and services.

  • Develop and implement long-term investment strategies, including risk and asset management, retirement planning, and estate planning.

  • Provide ongoing support, training, and assistance to develop a client base and manage client relationships.


Job description

Job descriptionFinancial Advisor / Registered Representative / Agent Career Description: Financial Advisors help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies LLC and NYLIFE Securities LLC, our Financial Advisors offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality products and impeccable service. Financial strategies may include but are not limited to: risk and asset management, retirement planning, education funding, business succession planning, special needs planning, legacy and estate planning. Training, Support and Professional Development: New York Life offers a comprehensive three-year training program, full marketing support, as well as prospecting and technical assistance. Our mentoring programs give you the opportunity to work with highly successful, established agents and managers who will assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company, with the freedom and autonomy of running your own practice.You will be in business for yourself - but never by yourself. Qualifications: We require highly motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. The candidate we seek must possess uncompromising integrity and the ability to communicate complex ideas. Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has earned the highest possible ratings from each of the four major rating companies: A.M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA)¹. For 61 consecutive years, we have led the Million Dollar Round Table, with more members than any other financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2015. Mission: Our mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services. By continuing to be a mutual company, we are uniquely aligned with our customers. By maintaining superior financial strength, we protect their future. By acting with integrity and humanity, we earn their trust and loyalty. Every decision we make, every action we take has one overriding purpose: To be here when our customers need us. That's why we call ourselves The Company You Keep ®. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser.Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency Benefits:401(k)401(k) matchingDental insuranceDisability insuranceFlexible scheduleHealth insuranceHealth savings accountLife insurancePaid time offParental leaveProfessional development assistanceRetirement planTuition reimbursementVision insurance Schedule:Monday to FridayWeekends Supplemental pay types:Bonus payCommission pay