Financial Advisor

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.

No Finance Experience? No problem!

Over 90% of our top advisors come from careers such as Real Estate, Accounting, Education, and other industries outside of finance

If you've built success in your current field and are ready for a new challenge, we’ll provide the training, resources, and mentorship to help you thrive in financial services

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, a 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?

• Strong partnership with over 175 years of stability, and a legacy of helping families and businesses since 1848.
• Fortune 500 Company, backed by the strength and support of a nationally recognized organization.
• Forbes America’s Best Insurance Companies – Permanent Life 2025.
• Mission-driven culture: “Do good. Be good. Make good.”

$90,000 at planned earnings

• Work closely with clients to gather in-depth financial details and build individualized profiles that accurately reflect their income, goals, and overall financial situation.
• Serve as a collaborative and dependable team contributor while continually developing your skills through ongoing training and professional learning opportunities.
• Actively engage with prospective clients, fostering strong relationships and positioning yourself as a trusted financial guide.
• Create tailored financial plans that adapt as clients move through different life stages, career changes, and financial priorities.
• Provide well-considered recommendations—spanning financial products, planning solutions, and investment approaches—to support clients in achieving their goals.
• Obtain Life and Health certification within 45 days of employment.

• Long Island/Queens candidates only.
• Must be able to commute to the Hauppauge office for training meetings and events.
• Previous Sales experience preferred.
• A New York State Life Accident and Health exam is not needed, but it is a plus before training.
• Bachelor's degree in Finance or Economics preferred.
• Internship experience in financial services is a plus.

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 .

• 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."