Job Requisition ID: 95114

Location Designation: Fully Remote

Business/Role Overview

Eagle Strategies LLC is a Registered Investment Adviser and wholly owned subsidiary of New York Life Insurance Company. As part of New York Life’s Wealth Management division, Eagle Strategies has a long history and passion for career development, innovation, collaboration, and diversity, equity and inclusion. We want employees to feel proud about being part of a company that is committed to doing the right thing. Through various resources and programs, you can grow your career while developing personally and professionally.

Eagle Strategies provides retail investment advisory services through about 1,250 affiliated investment advisor representatives (IARs) and more than $20B in assets under management (AUM). Eagle IARs provide comprehensive investment advisory and financial planning capabilities. Through our "protection first" planning philosophy and backed by solutions that leverage New York Life’s financial strength and mutuality, our advisors can tailor a plan to help their clients reach their long-term goals and withstand unforeseen fluctuations through insurance, annuities, brokerage (including stocks, bonds, mutual funds, and specialty asset classes), and other products.

We believe the best financial solutions are built when an advisor has a thorough understanding of their clients’ current financial picture and their short- and long-term goals. Our advisors assess their clients’ needs and identify appropriate solutions that put their clients on a path toward achieving their financial dreams and aspirations over the client's lifetime – from wealth-building to retirement to legacy.

What You'll Do

• Learning and maintaining a strong working knowledge of multiple systems, products, and services
• Providing subject matter expertise for third-party investment platforms to advisors, clients, and key business stakeholders
• Identifying process improvements and implement solutions to build efficiencies and increase productivity
• Responding to inquiries from Eagle Strategies Advisors
• Assisting the Internal Consultant and Portfolio Specialist Teams with new cases by providing operational expertise
• Adhere to a daily schedule dependent on business needs.
• Required reporting of personal brokerage accounts and those of your household (i.e., if living with a parent or guardian).

What You'll Bring

• Bachelor’s Degree; Finance or Business discipline preferred
• A minimum of 0-1 years of relevant experience in client service
• Interest in the wealth management/managed account industry
• Proficiency with Microsoft Office
• Proven ability to operate in a fast-paced, customer service environment.
• Demonstrated organizational, time management, and interpersonal skills.
• Ability to work collaboratively to achieve team objectives
• Broker-dealer, RIA, or wealth management experience a plus
• Series 7 or able to obtain within 6 months of hiring date

Pay Transparency

Salary Range: $41,000-$58,500

Overtime eligible: Nonexempt

Discretionary bonus eligible: Yes

Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.