Wealth Management Advisor

Company DescriptionEagle Strategies LLC, a wholly-owned subsidiary of New York Life Insurance Company, is a Registered Investment Adviser. We provide Financial Advisors with a comprehensive platform of financial solutions, including financial planning, investment advisory programs, charitable investing, and brokerage services. Advisors also have access to a suite of risk protection products through our parent company, New York Life, such as life insurance, long-term care insurance, and annuities. By offering personalized strategies, our Advisors help clients achieve their unique financial goals and adapt these strategies to evolving circumstances. Headquartered in New York, Eagle Strategies is registered with the Securities and Exchange Commission as an investment advisor.Role DescriptionThis is a full-time hybrid role for a Wealth Management Advisor based in Portland, OR, with some flexibility to work from home. The Wealth Management Advisor will be responsible for developing and managing financial strategies tailored to clients' individual goals. Day-to-day tasks include conducting financial and retirement planning, providing investment advice, delivering wealth management services, and maintaining strong client relationships. The Advisor will also continuously assess and adjust financial strategies to meet changing client needs and circumstances.QualificationsProficiency in Financial Planning, Retirement Planning, and Wealth Management ServicesStrong understanding of Investments and Finance principlesExcellent interpersonal and communication skills to build and maintain client relationshipsProven ability to develop and implement tailored financial strategiesRelevant certifications such as CFP®, CFA, or ChFC are advantageousBachelor’s degreePrevious experience in investment advisory or wealth management roles is preferred