Experienced Financial Planner/Advisor

Join a long-term advisory practice building experience with New York Life, NYLIFE Securities, and Eagle Strategies in a hybrid role based in Moosic, PA.

Responsibilities

• Build and expand long-term client relationships
• Assess client goals, priorities, and financial needs
• Design and present strategies spanning investments, retirement, insurance, and wealth planning
• Grow and maintain a recurring client practice
• Use firm resources, technology, and marketing to accelerate growth
• Collaborate with senior advisors and team when beneficial for client outcomes and practice development
• For qualified candidates: recruit, develop, coach, and lead a team of financial advisors while driving growth and performance

Requirements

• History of achievement
• Strong relationship-building capabilities
• Entrepreneurial mindset
• Prior experience in financial services, wealth management, banking, sales, business ownership, consulting, real estate, sales management, or organizational leadership
• No need to currently hold every required securities or insurance license to be considered
• For qualified candidates: sponsorship, licensing support, study materials, and resources provided to obtain applicable licenses and registrations

What We Provide

• Access to the New York Life, NYLIFE Securities, and Eagle Strategies platform
• Structured training, licensing sponsorship, and study resources
• Opportunities to team with established 20+ year advisors
• Potential joint GDC grid arrangements
• Potential GDC grid matching or enhancement depending on individual circumstances
• Potential signing bonus for qualifying candidates
• Mentorship, technology, marketing, and practice-development support
• A management path for qualified candidates interested in building and leading an advisor team
• Performance-based earning potential
• Opportunities for long-term practice and organizational growth

Advisor and Management Career Paths

• Opportunity is not limited to an individual advisor track
• Management path available for candidates with the right combination of leadership experience, professional background, production history, and qualifications
• Management focus includes recruiting, developing, coaching, and leading a team of financial advisors
• Designed for professionals combining practice-building ability with experience in leadership, team development, sales management, and organizational growth

Benefits

• 401(k) and 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance and Health savings account
• Life insurance
• Matching gift program
• Paid training
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Compensation and Location

• Pay: $80,000.00 to $200,000.00 per year
• Work Location: Hybrid remote in Moosic, PA 18507

Experience

• Financial services: 3 years (preferred)
• Customer relationship management: 3 years (preferred)

Licenses / Certification

• FINRA Series 6/7 (preferred)
• Series 63, 65, or 66 (preferred)
• Life and Health Insurance (preferred)