Independent Financial Advisor: Insurance & Wealth

Eastern Advisory Group; Melville (NY); On-site; USD 75,000 - 120,000; Full time

Job summary

Eastern Advisory Group seeks a motivated Financial Advisor to join our insurance and wealth management practice in New York. You will build and manage a personal book of business, develop client relationships, and deliver comprehensive financial solutions across life insurance, annuities, and investment products.

The role emphasizes independence, growth, and long-term client service within a collaborative team.

Qualifications

• Experience in financial services and client relationship building.
• Ability to generate new business and grow a personal book of business.
• Licensing to work across life insurance, annuity and wealth management products.

Responsibilities

• Develop new business and grow client relationships.
• Provide comprehensive financial solutions across life insurance, annuities, and wealth management.
• Maintain compliance with applicable licensing and regulatory requirements.

Job description

Eastern Advisory Group seeks a motivated Financial Advisor to join our insurance and wealth management practice in New York. You will build and manage a personal book of business, develop client relationships, and deliver comprehensive financial solutions across life insurance, annuities, and investment products.

The role emphasizes independence, growth, and long-term client service within a collaborative team.