EntryLevel Financial Representative

Eastern Advisory Group; Melville (NY); On-site; USD 85,000 - 115,000; Full time

Job summary

Eastern Advisory Group in Melville, NY invites you to begin as an entry-level financial advisor. You'll grow your skills through comprehensive training and mentorship, supporting individuals and small businesses on their path to financial success.

This role emphasizes teamwork, ongoing learning, and clear client communication, with a flexible schedule and the chance to build lasting client relationships while delivering tailored financial plans and insights.

Qualifications

• Experience in customer service or client-facing roles, demonstrating your ability to build trust and rapport.
• Ability to communicate complex financial concepts in clear, approachable terms for clients.
• Proven track record of collaborating within a team to achieve shared goals and deliver comprehensive solutions.
• Strong analytical skills to interpret market trends and financial data effectively.
• Commitment to ongoing training and development to grow financial expertise.
• Ability to prepare detailed financial reports and presentations for client meetings.
• Familiarity with financial products and services, with willingness to stay informed about industry developments.

Responsibilities

• Guide clients in understanding their financial goals and create tailored plans to achieve them.
• Collaborate with team members to deliver comprehensive financial solutions that align with our mission.
• Stay informed about market trends and financial products to provide clients with up-to-date advice.
• Build and maintain strong relationships with clients, ensuring trust and long-term partnerships.
• Participate in ongoing training and development programs to enhance your financial expertise.
• Assist in preparing detailed financial reports and presentations for client meetings.
• Communicate complex financial concepts in a clear, approachable manner to clients and team members alike.
• Flexible schedule.

Skills

Customer service

Communication

Team collaboration

Analytical thinking

Attention to detail

Willingness to learn

Job description

Join Eastern Advisory Group as an entry-level financial advisor and be part of a team that empowers individuals and businesses to achieve financial success. You'll have the chance to grow your skills in a supportive environment backed by a legacy of over 175 years of stability and a Fortune 500 national presence. Our mission-driven ethos, \"Do good. Be good. Make good,\" guides our efforts in delivering exceptional financial advice and services. With us, you'll have access to comprehensive training and mentorship, helping you develop your career while making a meaningful difference in the lives of clients. If you're ready to embark on a rewarding journey in finance, let's make it happen together.

Responsibilities

• Guide clients in understanding their financial goals and create tailored plans to achieve them.
• Collaborate with team members to deliver comprehensive financial solutions that align with our mission.
• Stay informed about market trends and financial products to provide clients with up-to-date advice.
• Build and maintain strong relationships with clients, ensuring trust and long-term partnerships.
• Participate in ongoing training and development programs to enhance your financial expertise.
• Assist in preparing detailed financial reports and presentations for client meetings.
• Communicate complex financial concepts in a clear, approachable manner to clients and team members alike.
• Flexible schedule.

Responsibilities

• Guide clients in understanding their financial goals and create tailored plans to achieve them.
• Collaborate with team members to deliver comprehensive financial solutions that align with our mission.
• Stay informed about market trends and financial products to provide clients with up-to-date advice.
• Build and maintain strong relationships with clients, ensuring trust and long-term partnerships.
• Participate in ongoing training and development programs to enhance your financial expertise.
• Assist in preparing detailed financial reports and presentations for client meetings.
• Communicate complex financial concepts in a clear, approachable manner to clients and team members alike.
• Flexible schedule.

Qualifications

• 0-2 Years of Experience within Financial Services.
• Experience in customer service or client-facing roles, demonstrating your ability to build trust and rapport.
• Ability to communicate complex financial concepts in a clear, approachable manner, ensuring clients feel informed and confident.
• Proven track record of working collaboratively within a team to achieve shared goals and deliver comprehensive solutions.
• Eagerness to learn and adapt, with a commitment to participating in ongoing training and development programs.
• Strong analytical skills, enabling you to interpret market trends and financial data effectively.
• Ability to prepare detailed financial reports and presentations, showcasing your attention to detail and organizational skills.
• Familiarity with financial products and services, with a willingness to stay informed about industry developments and innovations.

Compensation: $100,000 OTE

Compensation: $100,000 per year