Licensed Financial Advisor

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

Financial Advisor - Insurance & Wealth Management

Position Overview

We are seeking a motivated, client-focused Financial Advisor to join our growing team. This individual will be responsible for developing new business, building client relationships, and providing comprehensive financial solutions across life insurance, annuities, and wealth management.

The ideal candidate will have an established foundation in financial services, the ability to generate new business, and the knowledge and licensing necessary to work across both insurance and investment products. This role offers the opportunity to build and grow a personal book of business while helping individuals, families, and business owners achieve their financial goals.

We are looking for an enterprising financial professional who is passionate about helping clients navigate their financial futures while building a successful practice of their own.

The ideal candidate is comfortable generating business, developing relationships, and identifying opportunities to deliver comprehensive financial solutions. Someone who values independence, takes ownership of their growth, and is interested in expanding their practice across insurance and wealth management will thrive in this opportunity.

The Opportunity

• Opportunity to build and grow your own book of business.

• Access to a broad range of life insurance, annuity, and wealth management solutions.

• Resources, infrastructure, and professional support to help grow your practice.

• Opportunities for professional development and long-term career advancement.

• A collaborative environment focused on client relationships and sustainable business growth.