Financial Advisor: Personal Wealth & Retirement Planning

Eastern Advisory Group; Hauppauge (NY); On-site; USD 89,000 - 109,000; Full time

Job summary

EASTERN ADVISORY GROUP in New York seeks a Financial Advisor to help families and businesses plan their financial futures with personalized strategies. You will educate clients on wealth management, retirement planning, life insurance, and business owner strategies while building lasting relationships.

With Forbes-recognized backing and over 175 years of stability, the role offers growth in a collaborative environment and competitive compensation including OTE.

Qualifications

• 1-3 years of experience in financial planning and wealth management.
• NY State Life, Accident & Health License.
• Proven track record of building and maintaining strong client relationships through effective communication.
• Familiarity with industry regulations and best practices to ensure compliant financial advice.
• Strong problem-solving skills to adapt strategies based on clients' evolving financial needs.
• Excellent communication skills to educate clients on financial products and services.
• Ability to work collaboratively in a team-oriented environment, fostering a supportive atmosphere for growth and innovation.

Responsibilities

• Guide clients in developing personalized financial plans that align with their long-term goals and aspirations.
• Educate clients on wealth management, retirement planning, life insurance, and business owner strategies.
• Analyze market trends and financial data to provide informed recommendations that enhance clients' portfolios.
• Collaborate with clients to identify and prioritize their financial needs, ensuring a comprehensive approach to wealth management.
• Build and maintain strong client relationships through regular communication and personalized service.
• Monitor clients' financial progress and adjust strategies as needed to ensure continued alignment with their objectives.
• Stay updated on industry regulations and best practices to provide compliant and effective financial advice to clients.

Skills

Financial planning

Wealth management

Client relationships

Communication

Regulatory compliance

Problem solving

Teamwork

Education

NY Life, Accident & Health License

Job description

EASTERN ADVISORY GROUP in New York seeks a Financial Advisor to help families and businesses plan their financial futures with personalized strategies. You will educate clients on wealth management, retirement planning, life insurance, and business owner strategies while building lasting relationships.

With Forbes-recognized backing and over 175 years of stability, the role offers growth in a collaborative environment and competitive compensation including OTE.