Experienced Financial Advisor

Job overview

The Experienced Financial Advisor role is an onsite, full-time position in Hauppauge, NY, with compensation of $99,000 per year plus OTE. Eastern Advisory Group says its mission is “Do good. Be good. Make good.” and describes a legacy of helping families and businesses since 1848. The advisor helps clients plan for long-term financial goals by developing personalized strategies, explaining wealth management and insurance options, analyzing financial information, and monitoring progress. The role builds and maintains client relationships while adapting recommendations to clients’ changing needs and applicable industry requirements.

What you'll do

• Develop personalized financial plans
• educate clients on wealth management, retirement planning, life insurance, and business-owner strategies
• analyze market trends and financial data to make recommendations
• identify and prioritize client needs
• maintain client relationships through regular communication and personalized service
• monitor financial progress and adjust strategies
• stay current on industry regulations and best practices.

What we're looking for

Skills & competencies

financial advisor

hauppauge ny

eastern advisory group

full-time

$99,000/year plus ote

financial planning

wealth management

retirement planning

life insurance

business-owner strategies

client relationships

new york life, accident & health license

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting mentions competitive compensation and opportunities for advancement and professional development.

Why this role

The posting cites more than 175 years of company stability, Fortune 500 backing, career development, and advancement opportunities.

About the employer

Eastern Advisory Group is hiring for this role. Industry: Direct Health and Medical Insurance Carriers. Sector: 52.