Wealth Management Associate
$100kEastern Advisory Group
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 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.
- 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?
- 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."
Occasional in-office presence is required so candidates must be local to Brooklyn, NY. We can only consider applicants authorized to work in the United States and we do not sponsor employment visas.
Compensation:$100,000+ OTE
Responsibilities:- 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
- Brooklyn/Manhattan candidates only
- 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.
About Company- 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 23 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Associate in Hauppauge, NY vacancy
$68k - $120k
Portfolio 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 key members of the service team, they support FAs / PWAs/team with developing financial plans...SuggestedTemporary work$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...SuggestedCrawford Thomas Recruiting
Melville, NY1 day ago- ...Job Description - Wealth Management Associate - NY, Woodbury (2470) (PIN_15019) Wealth Management Associate - NY, Woodbury (2470) ( PIN_15019 ) Primary Location Organization Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network...SuggestedWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
Melville, NY2 days ago - ...Build a Career—Not Just Take a Job We are an established and growing wealth management practice seeking an energetic, motivated professional who wants to build a long-term career in the financial services industry. This position offers the rare opportunity to work directly...SuggestedFull timeWork at office
Geller Private Wealth &Partners
Melville, NY1 day 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...SuggestedWork experience placement- Morgan-Stanley in the Town of Islip seeks a candidate to support Financial Advisors by developing financial plans and investment strategies. The role requires strong interpersonal skills, over 2 years of experience in financial services, and knowledge of various financial...
$225k
...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, Banking in New York, New York to develop various types of financial...Temporary workWorldwide$100k - $140k
...a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide... ...and statistical techniques.Morgan Stanley is seeking an Associate/Analyst in its Market Risk Analytics group. The team...Temporary workWork at officeWorldwide3 days per week$110k - $125k
...a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide... ....Position Description:The CLO Warehouse Lending Analyst/Associate will play a key role in origination, negotiation, execution...Temporary workWorldwide$150k - $200k
...a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide... ...India. It covers functions across IED ranging from those associated with sales, trading, analytics, strats to risk management....Temporary workWorldwide$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$160k - $180k
...Connecticut, and Massachusetts. Supported by Sight Growth Partners, our Management Services Organization (MSO), we provide the administrative and... ...tradition that spans more than 50 years. Position Summary The Associate General Counsel serves as a strategic legal advisor to Sight...Contract workLocal areaSightMD
Hauppauge, NY2 days ago$85k - $140k
...three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive... ...trust services.We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the...Temporary work- ...Job Overview A law firm seeks an experienced Associate Attorney specializing in family law to join their team in Hauppauge, NY. The ideal... ...communication. Legal writing proficiency. Client relationship management. Benefits 401(k) Profit Sharing Plan Health insurance Paid...
BCG Attorney Search
Hauppauge, NY4 days ago $20.44 - $25.55 per hour
A healthcare management company is seeking a Referral Coordination Assistant in Commack, NY. This role involves providing vital administrative support to the referral coordination team by managing documentation, scheduling, and communication tasks. Candidates should have...Hourly payFull timeWork at office$29.12 - $43.41 per hour
...Associate Account Executive Join our Stevie Award Winning Team at HUB International! When you join the... ...a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part...Local areaSquaremouth
Melville, NY4 days ago$16 - $29 per hour
...Associate Patient Care Coordinator Optum NY/NJ, is seeking an Associate Patient Care Coordinator to join our team in Smithtown, NY. Optum... ...and comprehensive benefit program, performance rewards, and a management team who demonstrates their commitment to your success. Some...Hourly payMinimum wageFull timeTemporary workWork experience placementWork at officeLocal areaImmediate startWork from homeMonday to FridayFlexible hoursUnitedHealthcare
Smithtown, NY7 days ago$17 - $43.27 per hour
...POSITION SUMMARYPortfolio Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key... ...itineraries, preparing expense reports and managing the reimbursement processAssisting...Hourly payTemporary workWork experience placementWork at officeLocal areaMorgan Stanley
Central Islip, NY2 days ago$32.97 - $43.96 per hour
...most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there — we also... ...your potential has no limits — HUB is the place for you. Associate Account Executive We currently have an opportunity for an...Local areaSquaremouth
Melville, NY3 days ago$120k - $210k
About the TeamStrategic Client Management (SCM) is responsible for creating strategic partnerships across Morgan Stanley's Wealth Management and Institutional businesses, identifying opportunities to deepen client relationships and deliver integrated solutions across the...Temporary workWork at office- ...performed. They are not intended to be an exhaustive list of all essential functions, duties, or skills required for this role. Management retains the discretion to add or change the duties at any time. Job Description We are seeking a highly motivated and...For contractorsLocal areaRemote workVisa sponsorshipWork visa
NARDA HOLDINGS, Inc.
Hauppauge, NY8 days ago - Narda-MITEQ is seeking an Associate, Quality Engineer to support our Quality Management System (QMS) and drive continuous improvements across Operations, Inspection, and Manufacturing Engineering. In an AS9100 accredited environment, you will work closely with Production...
$23 - $27 per hour
...hour. Employee type: Non‑Exempt Full‑Time. Required degree: None. Manage others: No. AWT is a leading manufacturer of custom labels,... ...brand, and technology clients worldwide. AWT employs nearly 650 associates and operates facilities in Minneapolis, MN (Headquarters),...Hourly payFull timeLocal areaWorldwideMonday to FridayFlexible hours- ...owned companies, provides national and international Property Management services to high profile clientele throughout a wide range of... ...source new vendors through industry databases, trade associations, referrals and online platforms Build and maintain a pipeline...For contractorsFor subcontractorWork at office
Umbrava
Hauppauge, NY2 days ago - ...Guidance Critical Time Intervention Team to deliver services within an evidence-based model that is time limited, phase-based care management approach focused on enhancing continuity of care during transitional times. The Peer Specialist provides case management tasks...Full timeTemporary workFlexible hours
Centralnassau
Smithtown, NY1 day ago $150k
Experienced Veterinary Associate wanted ASAP for privately owned small animal hospital in beautiful Smithtown, Long Island, NY. Fully equipped medical and surgical facility, free standing building, Cornell Vet owned and operated for 33 years. Full time preferred, but 2...Full timePart timeImmediate start- About the Role The Pain Management Medication Authorization Specialist plays a critical role in ensuring that patients receive timely and... ...! Minimum Qualifications High school diploma or equivalent; associate degree or higher in a healthcare-related field preferred....Relocation package
$80k - $95k
...niche solutions that address the supply chain challenges within the aerospace & defense industry. OEM delivers proactive supplier management solutions for the major Primes and Tier-1’s across the aerospace, defense, and shipbuilding sectors. By integrating our supplier...Full timeWork at officeLocal areaFlexible hours- ...Center Associate The Center Associate delivers world-class customer service to all retail customers by receiving and processing packages for courier shipment and operating copiers, fax machines, binding equipment, laminating machines, and point-of-sale devices. The...Full timeWork at office
The UPS Store
Commack, NY5 days ago - Liberty Jet Management, a fast-paced organization in Long Island, is seeking an AP/AR Specialist. This dual-role position manages Accounts Payable and Receivable functions. You will review bills, reconcile accounts, and ensure payment accuracy while thriving in a high-...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Associate. Be the first to apply!
Related searches
- social impact associate Hauppauge, NY
- records management associate Hauppauge, NY
- distribution center associate Hauppauge, NY
- media associate Hauppauge, NY
- psychology associate Hauppauge, NY
- lab associate Hauppauge, NY
- public health associate Hauppauge, NY
- general maintenance associate Hauppauge, NY
- transportation associate Hauppauge, NY
- mental health associate Hauppauge, NY