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Eagle Strategies' Advisors think that the finest financial solutions are created when an Advisor has a comprehensive grasp of their customers' current financial situation as well as their short- and long-term objectives. Their Financial Planners work with their Advisors to give specialized support and experience, allowing them to better assess their clients' needs and identify appropriate solutions that put them on the right track. Life will change and unforeseen events may occur, necessitating changes to a financial strategy. Eagle Strategies' Advisors can help their clients negotiate those changes and modify their financial plans to suit their new goals by utilizing the solutions and resources supplied by Eagle Strategies.

Company - Private
Large
Multiple locations
Investing Companies
1994

Departments

What departments Eagle Strategies employees work at?
DepartmentsRatio
Financial Analysts and Advisors94.3%
other occupation5.7%
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Team

Professional experience

Professional Growth

How many years of experience do Eagle Strategies employees have before joining?
Years of experience at Eagle Strategies: Newcomers: 16%, Experiencers: 16%, Experts: 20%, Veterans: 48%. Eagle Strategies employees have 8+ years experience on average before joining.
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Professional Growth

Where did Eagle Strategies employees work before joining?
Where they've worked before Eagle Strategies: Ameriprise, Morgan Stanley, New York Life. Typical Eagle Strategies employees have worked at Ameriprise.
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Ameriprise
Morgan Stanley
New York Life

Professional Growth

What industries did Eagle Strategies employees work in previously?
Industry Background: The most typical industries of Eagle Strategies: Insurance Agency & Brokerage Firms, Commercial Banking Companies, Finance & Insurance Companies, Investing Companies, Investment Banking & Securities Brokerage Firms. Eagle Strategies employees most likely come from a Insurance Agency & Brokerage Firms industry background.
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Professional Growth

Where did Eagle Strategies employees work before joining?
Past employers' size at Eagle Strategies: Small: 32%, Medium: 9%, Large: 59%. Most Eagle Strategies employees have previously worked at large companies.
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Educational background

Educational background

What did employees at Eagle Strategies study?
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Top educational institutions

Where did employees at Eagle Strategies study?
Colorado State University-Fort Collins
Providence College
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Employee data

Professional Growth

How long do people stay in a role at Eagle Strategies?
Time employed at Eagle Strategies: <1: 6%, 1-3: 19%, 4-8: 28%, 9-13: 12%, 14-20: 21%, 20+: 14%. Most Eagle Strategies employees stay with the company for 4-8 years which is the same as the industry average.
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Culture & Values

How does Eagle Strategies rank for age & gender diversity?
Gender ratio at Eagle Strategies: 83.2% Male and 16.8% Female. Age ratio at Eagle Strategies: 16-20: 0%, 21-30: 15%, 31-40: 31%, 41-50: 19%, 51-60: 19%, 60+: 16%. Eagle Strategies rates - 26.2% less female than the industry average. Most Eagle Strategies employees are 31-40, which is on par with the industry median age range.
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Career advancement

Professional Growth

How does Eagle Strategies rank for career advancement?
Career advancement at Eagle Strategies: very low. Eagle Strategies ranks very low for career advancement which is below the industry average.
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Professional Growth

What companies do Eagle Strategies employees go on to work at?
Future employers of Eagle Strategies: AltruVista, Ameriprise, Atlantic Planning Group LLC, Fidelity Investments, New York Life. People who work at Eagle Strategies most typically go on to work for the AltruVista.
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AltruVista
Ameriprise
Atlantic Planning Group LLC
Fidelity Investments
New York Life