Entry-Level Wealth Management Advisor

Eastern Advisory Group

Entry-Level Wealth Management Advisor

Smithtown, NY
Full Time
Paid
  • Responsibilities

    Transform your ambitions into real achievement. Are you searching for a chance to grow a fulfilling career in the financial world—even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you’ll guide individuals, families, and business owners in creating strategies to reach their long-term financial objectives. With our structured training program, you’ll develop the knowledge and expertise needed to succeed while building a career that truly makes a difference. What we provide: • The flexibility to shape your own career through a hybrid work setup—enjoy remote work combined with in-person training, team collaboration, and continuous support from a Forbes-recognized top insurance company. • A full benefits package, including medical, dental, and vision coverage, a 401(k) plan, and group life insurance. • A training stipend, along with performance-based bonuses. • Company-funded professional growth and licensing opportunities. • Room for career progression: We’re seeking motivated individuals who want to grow professionally and step into leadership roles over time. No background in finance? That’s completely fine. • More than 90% of our leading advisors began their careers in areas such as Real Estate, Accounting, Education, and other non-financial fields. • If you’ve found success in your current profession and are ready for a new opportunity, we’ll equip you with the training, tools, and mentorship you need to excel in financial services. Applicants must be within commuting distance to Hauppauge, NY. Responsibilities: • Offer solutions in insurance, asset accumulation, and retirement planning. • Develop client relationships and provide tailored financial strategies. • Work within a hybrid model, attending in-person meetings and training sessions as required. • Follow a leadership advancement track with career growth opportunities. Qualifications: • Strong interpersonal and communication skills. • Self-motivated, coachable, and driven to succeed. • No prior financial experience is required, and comprehensive training is included. • Competitive mindset with a history of leadership or achievement. • Must be authorized to work in the US. Compensation: $80,000 OTE

    • Offer solutions in insurance, asset accumulation, and retirement planning. • Develop client relationships and provide tailored financial strategies. • Work within a hybrid model, attending in-person meetings and training sessions as required. • Follow a leadership advancement track with career growth opportunities.

  • Compensation
    $75,000 per year