Registered Support Person

Eastern Advisory Group is a leading wealth management and financial advisory firm dedicated to helping clients achieve long-term success through personalized financial guidance. We are seeking a Registered Support Person to join our collaborative team of advisors. This role is ideal for someone who values teamwork, client service, and operational excellence — and who prefers to support a group of advisors rather than focus on personal production. Responsibilities : Responsibilities

• Support advisors in preparing for client meetings, including reports, presentations, and documentation.
• Assist with account opening, maintenance, and service requests.
• Execute and process client transactions in accordance with compliance standards.
• Respond to client inquiries in a timely and professional manner.
• Coordinate with custodians, investment platforms, and internal operations to ensure efficient workflow.
• Maintain accurate client records and follow firm and industry compliance guidelines. Qualifications : Qualifications
• Active FINRA licenses required : Series 7 and 66 (or equivalent).
• Active NYS Life, Accident & Health license
• 2+ years of experience in financial services, preferably supporting financial advisors.
• Strong organizational and multitasking skills with exceptional attention to detail.
• Excellent communication and interpersonal abilities.
• Proficiency with CRM systems and financial planning or investment software. Compensation : $75,000 - $85,000 yearly
• Responsibilities
• Support advisors in preparing for client meetings, including reports, presentations, and documentation.
• Assist with account opening, maintenance, and service requests.
• Execute and process client transactions in accordance with compliance standards.
• Respond to client inquiries in a timely and professional manner.
• Coordinate with custodians, investment platforms, and internal operations to ensure efficient workflow.
• Maintain accurate client records and follow firm and industry compliance guidelines.
• Participate in team meetings and contribute to process improvement initiatives.

Compensation :

$75,000-$85,000 per year