Licensed Financial AdvisorEastern Advisory Group • Syosset, NY, United States
Licensed Financial Advisor
Eastern Advisory Group • Syosset, NY, United States
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job_description.job_card.job_descriptionMore 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. Build, maintain, and deepen trusting client relationships through regular communication and review meetings Conduct discovery interviews to understand clients' financial goals, risk tolerance, and life priorities Deliver clear, confident, and compliant financial advice Analyze client financial data to build comprehensive financial plans Provide guidance on retirement planning, investment strategies, tax-efficiency opportunities, college savings, risk management, and estate considerations Prepare and present financial plan recommendations and performance updates Identify new client opportunities through referrals, networking, and community engagement Present tailored investment and insurance solutions that align with client needs Meet or exceed activity, growth, and revenue targets Maintain accurate and compliant records in accordance with SEC, FINRA, and company policies Stay current with market trends, product solutions, and regulatory updates Active Series 7 and 66 (or Series 65 / 63 combination) OR equivalent state insurance and securities licenses Bachelor's degree in finance, business, economics, or related field (or equivalent experience) 2+ years of experience as a financial advisor, planner, or related financial services role Strong understanding of investment products, financial planning concepts, and regulatory compliance Excellent communication, presentation, and relationship-building skills CFP, ChFC, or progress toward a professional designation Experience working with CRM and financial planning software Established book of business (not required but highly valued)
Description
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.
Applicants must be within commuting distance of Hauppauge, NY.
Responsibilities
Client Relationship Management
Financial Planning & Analysis
Sales & Business Development
Compliance & Documentation
Qualifications
Required :
Preferred :
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Financial Advisor • Syosset, NY, United States
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