Financial Advisor

Eastern Advisory Group

Financial Advisor

Sag Harbor, NY +2 locations
Full Time
Paid
  • Responsibilities

    Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance. • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company. • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance. • Training allowance and performance-based incentives. • Company-sponsored professional development opportunities. • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848. • Fortune 500 Company - Backed by the strength and support of a nationally recognized company. • Forbes America's Best Insurance Companies Permanent Life 2025 • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge NY, 11788. We can only consider applicants authorized to work in the United States. Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Serve as a collaborative team player willing to further develop through continued training opportunities • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Consider clients’ life stages, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Complete Life and Health certification within 45 days Qualifications: • Brooklyn/Manhattan candidates only • Previous Sales experience preferred • Must be able to commute to Hauppauge, Long Island, for training Compensation: $100,000+ OTE

    • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Serve as a collaborative team player willing to further develop through continued training opportunities • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Consider clients’ life stages, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals • Complete Life and Health certification within 45 days

  • Compensation
    $50,000-$75,000 per year
  • Locations
    Sag Harbor, NY • Hauppauge, NY • Brooklyn, NY