Licensed Financial AdvisorEastern Advisory Group • Hauppauge, NY, United States
Licensed Financial Advisor
Eastern Advisory Group • Hauppauge, NY, United States
1 day ago
Job type
- Full-time
Job descriptionBuild, 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 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 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 Maintain accurate and compliant records in accordance with SEC, FINRA, and company policies Stay current with market trends, product solutions, and regulatory updates 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 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)
Description
Turn ambition into action.
Are you looking for an opportunity to build a rewarding career in finance? The Licensed Financial Advisor will be responsible for developing and managing client relationships, creating customized financial plans, and recommending appropriate investment and insurance solutions. This role is ideal for a motivated, client-centric advisor who thrives on helping people achieve their financial goals while growing a sustainable book of business.
What We Offer :
- Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company.
- Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance.
- Training allowance and performance-based incentives.
- Company-sponsored professional development opportunities.
- Upside potential for advancement : We are looking for driven professionals ready to elevate their careers and step into leadership over time.
Responsibilities
Client Relationship Management
Financial Planning & Analysis
Sales & Business Development
Compliance & Documentation
Qualifications
Required :
Preferred :
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Financial Advisor • Hauppauge, NY, United States
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