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

Licensed Financial Advisor

Eastern Advisory Group • Syosset, NY, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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)
    • [job_alerts.create_a_job]

    Financial Advisor • Syosset, NY, United States

    [internal_linking.related_jobs]
    Registrar, Financial

    Registrar, Financial

    Northwell Health • New Hyde Park, NY, United States
    [job_card.full_time]
    Assists, provides information to and gathers registration information from patients and / or patient's relatives to process / coordinate registration, scheduling and billing. Functions as representative...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Stamford, CT, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Financial Consultant - Garden City, NY

    VP, Financial Consultant - Garden City, NY

    Charles Schwab • GARDEN CITY, NY, United States
    [job_card.full_time]
    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles Schwab. At Schwab, you’re empowered to make an impac...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor - Oceanside, NY

    Financial Advisor - Oceanside, NY

    TD Bank • Oceanside, NY, United States
    [job_card.full_time]
    Oceanside, New York, United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining fe...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Family Practice - Without OB Physician

    Family Practice - Without OB Physician

    The Inline Group • Rye, New York, United States
    [job_card.permanent]
    Hours : Hours worked, 35 hours on average.Compensation : Compensation Range : $200,000-300,000.Benefits : - Time Off - Medical, Dental, and Vision Insurance- Short / Long Term Disability, HSA, and Life I...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Stamford, CT, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor - Oceanside, NY

    Financial Advisor - Oceanside, NY

    TD Bank Group • Oceanside, NY, United States
    [job_card.full_time]
    Oceanside, New York, United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining fe...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Voya Financial Advisors Independence

    Voya Financial Advisors Independence

    Voya Financial Advisors Inc • Elmsford, NY, United States
    [job_card.full_time]
    Financial Professional to join our team in the greater Independence area to work plan sponsor relationships and to assist in retail wealth management for an existing book of business.This position ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Financial Advisor

    Associate Financial Advisor

    Ameriprise Financial • Greenwich, CT, United States
    [job_card.full_time] +1
    The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Professional - Retirement Benefits Group CT, Stamford / Shelton / Milford (5164)

    Financial Professional - Retirement Benefits Group CT, Stamford / Shelton / Milford (5164)

    Equitable Services • Stamford, CT, United States
    [job_card.full_time]
    Financial Professional - Retirement Benefits Group CT, Stamford / Shelton / Milford (5164) ( 25000026 ).Join Equitable Advisors : A Pathway to Possibilities and Positive Impact.Are you ready to make a r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Consultant - Greenwich, CT

    Financial Consultant - Greenwich, CT

    Fidelity Investments • Greenwich, CT, United States
    [job_card.full_time]
    With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you.Join a team that also invests in you with key product and service offerings, sophisticat...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor - Hicksville, NY

    Financial Advisor - Hicksville, NY

    TD Bank Group • Hicksville, NY, United States
    [job_card.full_time]
    Hicksville, New York, United States of America.TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining f...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Solutions Advisor - Westchester / Bronx Market

    Financial Solutions Advisor - Westchester / Bronx Market

    Bank of America • White Plains, NY, United States
    [job_card.full_time]
    Financial Solutions Advisor - Westchester / Bronx Market.New Rochelle, New York;White Plains, New York; Bronx, New York; Bronx, New York. To proceed with your application, you must be at least 18 ye...[show_more]
    [last_updated.last_updated_30] • [promoted]
    EntryLevel Financial Advisor

    EntryLevel Financial Advisor

    New York Life • Garden City, NY, United States
    [job_card.full_time]
    Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy ow...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor - Fourleaf Federal Credit Union

    Financial Advisor - Fourleaf Federal Credit Union

    LPL Financial Holdings, Inc. • Westbury, NY, United States
    [job_card.full_time]
    Your career path should lead to real opportunity.LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. This employment opportunity at Four...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Professional - Retirement Benefits Group CT, Stamford / Shelton / Milford (5164)

    Financial Professional - Retirement Benefits Group CT, Stamford / Shelton / Milford (5164)

    Equitable Holdings • Stamford, CT, United States
    [job_card.full_time]
    Join Equitable Advisors : A Pathway to Possibilities and Positive Impact.Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Edward Jones • Stamford, CT, US
    [job_card.full_time]
    [show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor - Stamford, Connecticut

    Financial Advisor - Stamford, Connecticut

    Lenox Advisors • Stamford, CT, United States
    [job_card.full_time]
    If you find yourself contemplating the meaning of your work, it may be time for a change.A job, at best, allows one to offer a service of value in return for compensation.A calling, on the other ha...[show_more]
    [last_updated.last_updated_30] • [promoted]