Financial Advisor — Entry-Level

Job overview

The Financial Advisor — Entry-Level role is listed in Chicago, IL, with flexible work-from-home options available; the posting does not specify a salary range. The role supports Eagle Strategies’ planning-first wealth management and advisory services.

What you'll do

• Develop financial plans tailored to clients’ goals and values, and coordinate strategies involving investments, taxes, insurance, retirement, and estate considerations.
• Provide ongoing advice, build long-term client relationships, collaborate with specialists when appropriate, and stay current on market trends, tax law changes, and financial planning strategies.

What we're looking for

Skills & competencies

financial advisor

entry-level

chicago il

new york life

eagle strategies

wealth management

financial planning

investment strategy

retirement planning

client relationships

flexible work from home

$65k–$100k

Work arrangement

• Weekend coverage required

Benefits & perks

• For qualifying agents: medical, dental, and vision insurance, 401(k), pension plan, life insurance, and long-term disability insurance.
• Other listed benefits include performance-based bonuses, training and development, and advancement opportunities.

Why this role

The posting lists a $65,000–$100,000 annual range, while also describing agent income from commissions and fees generated through managed accounts and financial planning. Required qualifications include FINRA Series 7 and Series 66 (or Series 63 and 65), plus Life and Health Insurance licenses.

About the employer

New York Life - Chicago Northshore is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.