Entry-Level Wealth Management Associate
$90kEastern Advisory Group
Job Description
Job Description
Join us at Eastern Advisory Group, where you'll empower individuals and businesses to achieve their financial dreams. As a Wealth Management Associate, you'll leverage our 175-year legacy of stability and our innovative culture to provide clients with trusted advice. You'll build long-lasting relationships and tailor strategies that align with each client's unique goals. We believe in doing good, being good, and making good—principles that guide our mission and your work with us.
You'll have the backing of a Fortune 500 company and be part of a team recognized as one of Forbes America's Best Insurance Companies for Permanent Life. Your role is crucial in helping clients navigate financial decisions confidently. We offer growth opportunities and a supportive environment where your success is our success. If you're ready to make a meaningful impact and grow with us, let's take this journey together. Compensation:$90,000 OTE
Responsibilities:Build and nurture client relationships by understanding their financial goals and providing tailored advice.
Collaborate with team members to develop innovative financial strategies that align with clients' unique needs.
Conduct thorough market research to stay informed about industry trends and opportunities for client growth.
Assist clients in navigating complex financial decisions with confidence and clarity.
Leverage our 175-year legacy and resources to deliver trusted and reliable financial solutions.
Engage in continuous learning to enhance your knowledge and skills in wealth management.
Communicate effectively with clients, ensuring they understand their financial plans and options clearly and concisely.
0-2 years of experience in Financial Services.
Interest in building and nurturing client relationships with a focus on understanding their financial goals.
Ability to collaborate effectively with team members to develop innovative financial strategies.
Interest in conducting thorough market research to stay informed about industry trends.
Must have a desire to learn in order to assist clients in navigating complex financial decisions with confidence and clarity.
Commitment to continuous learning to enhance knowledge and skills in wealth management.
Excellent communication skills to ensure clients understand their financial plans and options clearly and concisely.
- 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."
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Entry-Level Wealth Management Associate in Smithtown, NY vacancy
- ...Career—Not Just Take a Job We are an established and growing wealth management practice seeking an energetic, motivated professional who... ...field What Makes This Opportunity Different This is not an entry-level administrative position. You'll work alongside one of the area...Entry levelFull timeWork at office
Geller Private Wealth &Partners
Melville, NY5 days ago $90k
...Join us at Eastern Advisory Group, where you'll empower individuals and businesses to achieve their financial dreams. As a Wealth Management Associate, you'll leverage our 175-year legacy of stability and our innovative culture to provide clients with trusted advice. You'...Entry levelPermanent employment$90k - $130k
...POSITION SUMMARY:Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients,...SuggestedTemporary workLocal areaMorgan Stanley
Central Islip, NY5 days ago- Bankers Life is seeking driven individuals for its Wealth Management Trainee program. As a participant on our team, you’ll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. Backed...SuggestedTraineeship
- ...for driven individuals who want more than just a job. As a wealth management trainee on our team, you'll work one-on-one with clients to... ...started on top of earned commissions and bonuses. *The SIE® is an entry-level exam administered by the Financial Industry Regulatory...Entry levelTraineeship
$95k - $105k
...Job Summary The role of a Wealth Management Associate is to administratively support the Investment Analyst and Senior Advisors and to facilitate the basics of managing client portfolios and planning. This role is task‑driven under the direction of the Investment Analyst...Crawford Thomas Recruiting
Melville, NY5 days ago$66.56k - $99.32k
TD Bank in Hauppauge, NY is seeking a Financial Advisor Associate to work with clients on their wealth management needs. The person will analyze clients' financial situations, educate them on investment strategies, and build lasting relationships. This role requires a Bachelor...Work experience placement$100k
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...Permanent employmentTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaEastern Advisory Group
Melville, NY4 days ago$77k - $214k
Industry/SectorAsset and Wealth... ...connections, and learning how to manage and inspire others. Navigating... ...deliver value at this level include but are not limited... ...efficiencies. As a Senior Associate you shall analyze... ...to hire experienced or entry level job seekers who will...Entry levelFull timeSecond jobH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...their tax obligations while managing the impact tax has on their... ...values-driven leader at every level. To help us achieve this we... ...intend to hire experienced or entry level job seekers who will...Entry levelFull timeH1bLocal areaOverseas$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...an Asset & Wealth Management - Renewable Energy Tax Senior... ...with clients at a strategic level, driving project success and... ...intend to hire experienced or entry level job seekers who will need...Entry levelFull timeH1bLocal area$77k - $214k
Industry/SectorAsset and Wealth... ...connections, and learning how to manage and inspire others. Navigating... ...deliver value at this level include but are not limited... ...solutions. As a Senior Associate you will analyze complex... ...to hire experienced or entry level job seekers who will...Entry levelFull timeH1b$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement... ...their tax obligations while managing the impact tax has on their... ...values-driven leader at every level. To help us achieve this we... ...intend to hire experienced or entry level job seekers who will...Entry levelFull timeH1bLocal areaOverseas$21.5 per hour
...alternative application process. Claims Associate Full Time Clerical Hauppauge,... ...develop, implement, and manage projects and programs for... ...collaborative environment. This level of partnership yields real solutions... ...for the accurate intake, entry, tracking, and administrative...Entry levelHourly payFull timeContract workWork at office$70k - $115k
...Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management...Temporary workWork at officeMorgan Stanley
Central Islip, NY4 days ago$133k - $140k
...wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide,... ...the role:Morgan Stanley Services Group, Inc. is seeking an Associate, Risk/Policy Management in New York, NY to m onitor market risks...Temporary workRemote workWorldwide2 days per week$200k
...wide range of investment banking, securities, investment, and wealth management services. The Firm's employees serve clients worldwide,... ...you’ll do in the role:Morgan Stanley & Co. LLC is seeking an Associate, Research in New York, New York to debrief internal stakeholders...Temporary workRemote workWorldwideShift work1 day per week- Supply Chain Management Inc. (SCMI1) is seeking a Business Development professional to expand its NY State and NYC contracts division... ...proficient in MS Office and Adobe Acrobat Pro. SCMI1 welcomes entry-level applicants willing to learn. This position will be based in...Entry levelFull timePart time
- ...At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world... ...a career in Advisory.KPMG is currently seeking a Senior Associate, Workforce Management-UKG to join our AdvisoryServices practice.Responsibilities...H1bLocal area
- ...ACLD assists children, teens and adults in reaching the highest level of independence with the freedom to ASPIRE HIGHER in their hopes... ...and self-actualized. Get in on the ground floor and train for an entry level career in the healthcare/education field! In this...Entry levelMonday to Friday
ACLD
Hauppauge, NYmore than 2 months ago $16.5 - $17.75 per hour
...NY LI/Peekskill - Front Desk Associate role at Planet Fitness . Who... ...responsible for providing a superior level of customer service to Planet... ..., if necessary, elevate to a Manager. Answer phones in a friendly... ...$17.75/Hr. Seniority level Entry level Employment type Part‑time...Entry levelHourly payFull timeTemporary workPart timeFlexible hoursShift work$66.56k - $99.32k
TD Bank is seeking a Financial Advisor Associate in Medford, NY to develop and manage client relationships. Responsibilities include advising clients on investment... ...skills and understand financial analysis and wealth management. This full-time role requires travel within...Full time$99k - $266k
...leveraging team member's unique strengths, and managing performance to deliver on client... ...you need to lead and deliver value at this level include but are not limited to: Analyse... ...PwC does not intend to hire experienced or entry level job seekers who will need, now or...Entry levelH1bPwC
Melville, NY4 days ago$25 - $50 per hour
...growth opportunities Key Responsibilities Supervise screening teams Ensure TSA compliance Train and mentor officers Manage checkpoint operations Disclaimer This is not a direct job offer from TSA. This posting promotes an independent preparation resource...Entry levelShift workNight shiftWeekend workAirport Security Careers
Central Islip, NYmore than 2 months ago$25 - $50 per hour
...growth opportunities Key Responsibilities Supervise screening teams Ensure TSA compliance Train and mentor officers Manage checkpoint operations Disclaimer This is not a direct job offer from TSA. This posting promotes an independent preparation resource...Entry levelShift workNight shiftWeekend workAirport Security Careers
Lake Grove, NYmore than 2 months ago$180k - $220k
...Job Description Job Description Associate General Counsel A career that changes lives. SightMD is a rapidly growing integrated... ..., and Massachusetts. Supported by Sight Growth Partners, our Management Services Organization (MSO), we provide the administrative and...Contract workLocal areaLong Island Vision Management
Hauppauge, NYa month ago- BK Healthcare Management in New York is seeking an Entry-Level ABA Therapist to support children with Autism in home or community settings. You will receive comprehensive training and work as part of a dedicated clinical team to implement ABA plans and track progress....Entry levelPart timeFlexible hoursAfternoon shift
$77k - $202k
...Description & SummaryThe OpportunityAs a Senior Associate - Oracle SCM, you will specialize in... ...client connections and learning how to manage and inspire others. You will navigate... ...does not intend to hire experienced or entry level job seekers who will need, now or in the...Entry levelFull timeH1b$20 - $25 per hour
...Career Opportunities with BK Healthcare Management A great place to work. Careers At BK Healthcare Management Current job opportunities... ...Analysis (ABA) with no prior experience? Join our team as an Entry-Level ABA Therapist and enjoy competitive pay, flexible hours, and...Entry levelHourly payPart timeWork from homeFlexible hoursShift workAfternoon shiftBK Healthcare Management
Central Islip, NY1 day ago$20 - $25 per hour
...Career Opportunities with BK Healthcare Management A great place to work. Careers At BK Healthcare Management Current job opportunities... ...Analysis (ABA) with no prior experience? Join our team as an Entry-Level ABA Therapist and enjoy competitive pay, flexible hours, and...Entry levelHourly payPart timeWork from homeFlexible hoursShift workAfternoon shiftBK Healthcare Management
Central Islip, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Entry-Level Wealth Management Associate. Be the first to apply!
Related searches
- community outreach associate Smithtown, NY
- drug safety associate Smithtown, NY
- delivery associate Smithtown, NY
- entry level business to business sales Smithtown, NY
- full time entry level Smithtown, NY
- entry level healthcare administration Smithtown, NY
- entry level no experience Smithtown, NY
- entry level finance remote Smithtown, NY
- entry level insurance sales Smithtown, NY
- entry level financial analyst no experience Smithtown, NY