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Licensed Financial Advisor
Licensed Financial AdvisorEastern Advisory Group • Syosset, NY, United States
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Licensed Financial Advisor

Licensed Financial Advisor

Eastern Advisory Group • Syosset, NY, United States
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  • [job_card.full_time]
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Description

Transform your ambitions into real achievement.

Are you searching for a chance to grow a fulfilling career in the financial world-even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you'll guide individuals, families, and business owners in creating strategies to reach their long-term financial objectives. With our structured training program, you'll develop the knowledge and expertise needed to succeed while building a career that truly makes a difference.

What we provide :

  • The flexibility to shape your own career through a hybrid work setup-enjoy remote work combined with in-person training, team collaboration, and continuous support from a Forbes-recognized top insurance company.
  • A full benefits package, including medical, dental, and vision coverage, a 401(k) plan, and group life insurance.
  • A training stipend, along with performance-based bonuses.
  • Company-funded professional growth and licensing opportunities.
  • Room for career progression : We're seeking motivated individuals who want to grow professionally and step into leadership roles over time.

No background in finance? That's completely fine.

  • More than 90% of our leading advisors began their careers in areas such as Real Estate, Accounting, Education, and other non-financial fields.
  • If you've found success in your current profession and are ready for a new opportunity, we'll equip you with the training, tools, and mentorship you need to excel in financial services.

    • Applicants must be within commuting distance of Hauppauge, NY.

    Responsibilities

    Client Relationship Management

  • Build, maintain, and deepen trusting client relationships through regular communication and review meetings
  • Conduct discovery interviews to understand clients' financial goals, risk tolerance, and life priorities
  • Deliver clear, confident, and compliant financial advice

    • Financial Planning & Analysis

  • Analyze client financial data to build comprehensive financial plans
  • Provide guidance on retirement planning, investment strategies, tax-efficiency opportunities, college savings, risk management, and estate considerations
  • Prepare and present financial plan recommendations and performance updates

    • Sales & Business Development

  • Identify new client opportunities through referrals, networking, and community engagement
  • Present tailored investment and insurance solutions that align with client needs
  • Meet or exceed activity, growth, and revenue targets

    • Compliance & Documentation

  • Maintain accurate and compliant records in accordance with SEC, FINRA, and company policies
  • Stay current with market trends, product solutions, and regulatory updates

    • Qualifications

    Required :

  • Active Series 7 and 66 (or Series 65 / 63 combination) OR equivalent state insurance and securities licenses
  • Bachelor's degree in finance, business, economics, or related field (or equivalent experience)
  • 2+ years of experience as a financial advisor, planner, or related financial services role
  • Strong understanding of investment products, financial planning concepts, and regulatory compliance
  • Excellent communication, presentation, and relationship-building skills

    • Preferred :

  • CFP, ChFC, or progress toward a professional designation
  • Experience working with CRM and financial planning software
  • Established book of business (not required but highly valued)
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    Financial Advisor • Syosset, NY, United States

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