Financial Advisor

Eastern Advisory Group; Hauppauge (NY); On-site; USD 81,000 - 99,000; Full time

Job summary

Eastern Advisory Group in the United States is seeking a Financial Advisor to guide clients toward their financial goals within a legacy of 175 years, backed by the stability of a Fortune 500 partner. You will build personalized plans, nurture client relationships, educate clients on products and risks, and stay compliant while analyzing markets to provide informed investment advice.

You will collaborate with a dedicated team to design innovative solutions, maintain high service standards, and

Qualifications

• 1-3 years of advisory experience focused on personalized client solutions.
• Strong communication and service orientation.
• Collaborative with teams to design financial solutions.
• Keeps current on regulations and compliance standards.
• Ability to educate clients on financial products and risks.
• Strong market and economic data analysis skills.

Responsibilities

• Guide clients in developing personalized financial plans aligned with goals.
• Build and maintain strong client relationships through regular contact.
• Collaborate to design innovative financial solutions for clients.
• Assess clients' financial situations to identify growth opportunities.
• Educate clients on products, benefits, and risks.
• Stay updated on regulations to ensure compliance.
• Analyze market trends to provide informed investment advice.

Skills

Financial planning

Client relationships

Communication

Analytical skills

Regulatory compliance

Investment advisory

Team collaboration

Job description

Join Eastern Advisory Group as a Financial Advisor, and be part of a team that empowers clients to achieve their financial goals. We are proud of our legacy, built over 175 years, of helping families and businesses thrive. As a Financial Advisor, you're guide clients through financial decisions with the support of a Fortune 500 company known for stability and excellence. Our mission-driven approach, "Do good. Be good. Make good," reflects our commitment to making a positive impact in every community we serve. You’ll have the opportunity to grow your career in an innovative and inclusive work environment. We prioritize career development and offer competitive compensation, ensuring you have the tools you need to succeed. At Eastern Advisory Group, you’ll find a vibrant workplace culture where your ideas are valued, and your contributions make a real difference. If you’re ready to make a meaningful impact and build lasting relationships, we invite you to join us on this rewarding journey.

Responsibilities

• Guide clients in developing personalized financial plans that align with their unique goals and aspirations.
• Cultivate and maintain strong client relationships through regular communication and exceptional service.
• Collaborate with our team to design innovative financial solutions that meet the evolving needs of clients.
• Conduct thorough assessments of clients' financial situations to identify opportunities for growth and improvement.
• Educate clients on financial products and services, ensuring they understand the benefits and risks involved.
• Stay updated on industry regulations and compliance standards to ensure all advice and actions adhere to legal requirements and best practices.
• Analyze market trends and economic data to provide informed investment advice that empowers clients to make confident decisions.

Qualifications

• 1-3 YOE in financial planning and advising, with a focus on personalized client solutions.
• Self-Starter with the ability to build and maintain strong client relationships through effective communication and exceptional service.
• Proven track record of collaborating with teams to design innovative financial solutions.
• Strong analytical skills to conduct thorough assessments of clients' financial situations.
• Ability to educate clients on financial products and services, ensuring clear understanding of benefits and risks.
• Up-to-date knowledge of industry regulations and compliance standards, ensuring all advice adheres to legal requirements.
• Proficiency in analyzing market trends and economic data to provide informed investment advice.

Compensation

$90,000 + OTE

$90,000 per year