Wealth Management Associate

Job Description

Job Description

Turn ambition into action.

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

What We Offer:

• Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person training, 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.

• Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time.

Why Join Eastern Advisory Group?

• A strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.

• Fortune 500 Company - Backed by the strength and support of a nationally recognized company.

• Forbes America's Best Insurance Companies Permanent Life 2025

• Mission Driven - "Do good. Be good. Make good."

Occasional in-office presence is required, so candidates must be local to Hauppauge, NY. We can only consider applicants authorized to work in the United States, and we do not sponsor employment visas.

$100,000+ OTE

• Partner with clients to build comprehensive financial profiles that support personalized guidance based on their income, goals, and overall financial situation

• Contribute as a supportive, growth-minded team member committed to ongoing learning and professional development

• Proactively identify, engage, and nurture lasting relationships with prospective clients while serving as a trusted financial resource

• Develop customized financial strategies that reflect each client’s life stage, career path, and evolving financial priorities

• Deliver well-informed recommendations on products, plans, and investment opportunities to help clients reach their short- and long-term financial objectives

• Obtain Life and Health certification within 45 days of hire (Comprehensive training provided)

• Must be within a commutable distance to our Hauppauge, NY location

• NYS Life, Accident, and Health license

• Previous Sales experience preferred

• Must be able to commute to Hauppauge, Long Island, for training and meetings

Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788.

We can only consider applicants authorized to work in the United States at this time.

• With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848.
• Fortune 500 Company - Backed by the strength and support of a nationally recognized company.
• Forbes America's Best Insurance Companies Permanent Life 2025.
• Mission Driven - "Do good. Be good. Make good."