Senior Associate, Investment Consultant (Eagle Strategies)


Date: Jun 18, 2022

Location: New York, NY, US

Company: New York Life Insurance Co



When you join New York Life, you’re joining a company that values career development, collaboration, innovation, and inclusiveness. We want employees to feel proud about being part of a company that is committed to doing the right thing. You’ll have the opportunity to grow your career while developing personally and professionally through various resources and programs. New York Life is a relationship-based company and appreciates how both virtual and in-person interactions support our culture.



An exciting opportunity for a Licensed Representative to join New York Life's Registered Investment Advisor, Eagle Strategies as an Internal Wholesaler with the flexibility to work a hybrid schedule, working remote on Mondays and Fridays!  



  • Assist inbound callers with prospect development requests (proposals, positioning, etc.)
  • Make proactive sales calls on a daily basis with advisers to strengthen relationships and find opportunities
  • Generate proposals and coach advisers on how to present to prospective clients.
  • Educate Advisers on the various programs and money managers available on the platform
  • Conduct webinars and/or other presentations on content ranging from skills to product education and proposal creation
  • Drive Home Office campaigns (call Advisers to educate them on new offerings and help identify sales opportunities in their existing books of business)
  • Develop and maintain relationships with Advisers in their territory
  • Manage activity via our contact management system
  • Drive sales of the wealth management managed money platforms
  • Facilitate the transition of inbound callers to service, large case specialists, practice management specialists, or the portfolios specialist based on client and adviser need



  • Bachelor's degree preferred
  • Prefer 5+ years working in the financial services industry
  • Proven ability to pay attention to detail and multitask
  • Knowledge of capital markets
  • Series 7 & 66 a must (63 & 65 -can acquire on the job)
  • Interest in financial services


The Business unit that you will be joining:

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.



Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. We invite you to bring your talents to New York Life, so we can continue to help families and businesses “Be Good At Life.” To learn more, please visit LinkedIn, our Newsroom and the Careers page of

Job Requisition ID: 85910




Nearest Major Market: Manhattan
Nearest Secondary Market: New York City

Job Segment: Series 7, Social Media, Investment, Equity, Finance, Marketing