Financial Advisor Trainee

Eastern Advisory Group; Hauppauge (NY); On-site; USD 42,000 - 64,000; Full time

Job summary

Easterly Advisory Group in Hauppauge, NY is seeking a Trainee Financial Advisor to learn wealth management, investment strategies, and financial planning while supporting clients in achieving their goals.

You will gain hands-on experience with seasoned professionals, participate in client meetings, and develop skills in data gathering, analysis, and reporting. This paid trainee role offers a clear path to a career in financial advisory services.

Qualifications

• Strong foundation in financial concepts including investment and wealth management.
• Ability to interpret complex data and perform financial analysis.
• Proactive client service with CRM skills.

Responsibilities

• Assist in analyzing clients' financial situations by gathering relevant data and preliminary assessments of their financial needs.
• Support the development of tailored financial plans that incorporate estate planning, tax strategies, and investment management solutions.
• Participate in client meetings to understand their objectives and communicate complex financial concepts clearly and confidently.
• Conduct research on securities law, regulatory compliance, and market trends to inform sound financial advice.
• Help prepare reports on portfolio performance, cash management strategies, and asset allocation for clients.
• Maintain accurate records of client interactions, transactions, and financial plans using advanced financial software tools.
• Collaborate with team members to identify cross-selling opportunities within the firm's broad range of financial services.

Skills

Financial analysis

Wealth management concepts

Data interpretation

Client relationship management

Education

Bachelor's degree in Finance

Tools

Financial planning software

Job description

Embark on an exciting journey as a Trainee Financial Advisor, where you will develop essential skills in providing comprehensive financial guidance and building lasting client relationships. This position offers a dynamic environment to learn about wealth management, investment strategies, and financial planning, all while supporting clients in achieving their financial goals. You will gain hands-on experience in the financial services industry, working closely with seasoned professionals who are dedicated to your growth and success.

Responsibilities

• Assist in analyzing clients' financial situations by gathering relevant data and conducting preliminary assessments of their financial needs.
• Support the development of tailored financial plans that incorporate estate planning, tax strategies, and investment management solutions.
• Participate in client meetings to understand their objectives and communicate complex financial concepts clearly and confidently.
• Conduct research on securities law, regulatory compliance, and market trends to inform sound financial advice.
• Help prepare reports on portfolio performance, cash management strategies, and asset allocation for clients.
• Maintain accurate records of client interactions, transactions, and financial plans using advanced financial software tools.
• Collaborate with team members to identify cross-selling opportunities within the firm's broad range of financial services.

Experience

• A strong foundation in financial concepts such as investment management, wealth management, and portfolio management.
• Demonstrated understanding of financial analysis techniques and research methodologies.
• Excellent math skills combined with the ability to interpret complex data effectively.
• Prior experience or coursework in banking, corporate accounting, or asset management is a plus.
• Strong customer relationship management skills with a proactive approach to client service. This paid trainee role is perfect for motivated individuals eager to build a career in financial advisory services. Join us to develop your expertise across a wide array of financial disciplines while helping clients secure their futures!