Financial Advisor
$90kEastern Advisory Group
Join Eastern Advisory Group as a Financial Advisor, and be part of a team that empowers clients to achieve their financial goals. We are proud of our legacy, built over 175 years, of helping families and businesses thrive. As a Financial Advisor, you'll guide clients through financial decisions with the support of a Fortune 500 company known for stability and excellence. Our mission-driven approach, "Do good. Be good. Make good," reflects our commitment to making a positive impact in every community we serve. You'll have the opportunity to grow your career in an innovative and inclusive work environment. We prioritize career development and offer competitive compensation, ensuring you have the tools you need to succeed. At Eastern Advisory Group, you'll find a vibrant workplace culture where your ideas are valued, and your contributions make a real difference. If you're ready to make a meaningful impact and build lasting relationships, we invite you to join us on this rewarding journey. Responsibilities: Guide clients in developing personalized financial plans that align with their unique goals and aspirations. Cultivate and maintain strong client relationships through regular communication and exceptional service. Collaborate with our team to design innovative financial solutions that meet the evolving needs of clients. Conduct thorough assessments of clients' financial situations to identify opportunities for growth and improvement. Educate clients on financial products and services, ensuring they understand the benefits and risks involved. Stay updated on industry regulations and compliance standards to ensure all advice and actions adhere to legal requirements and best practices. Analyze market trends and economic data to provide informed investment advice that empowers clients to make confident decisions. Qualifications: 1-3 YOE in financial planning and advising, with a focus on personalized client solutions. Self-Starter with the ability to build and maintain strong client relationships through effective communication and exceptional service. Proven track record of collaborating with teams to design innovative financial solutions. Strong analytical skills to conduct thorough assessments of clients' financial situations. Ability to educate clients on financial products and services, ensuring clear understanding of benefits and risks. Up-to-date knowledge of industry regulations and compliance standards, ensuring all advice adheres to legal requirements. Proficiency in analyzing market trends and economic data to provide informed investment advice. Compensation: $90,000 + OTE
• Guide clients in developing personalized financial plans that align with their unique goals and aspirations. • Cultivate and maintain strong client relationships through regular communication and exceptional service. • Collaborate with our team to design innovative financial solutions that meet the evolving needs of clients. • Conduct thorough assessments of clients' financial situations to identify opportunities for growth and improvement. • Educate clients on financial products and services, ensuring they understand the benefits and risks involved. • Stay updated on industry regulations and compliance standards to ensure all advice and actions adhere to legal requirements and best practices. • Analyze market trends and economic data to provide informed investment advice that empowers clients to make confident decisions.
Compensation:
$90,000 per year
- ...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...SuggestedFlexible hours
$50k - $80k
...Financial Advisor - Teachers Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Teachers...SuggestedLocal area$80k - $150k
...Posted 2 days ago Description Training Provided We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record...Suggested$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at office$100k - $150k
...clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes... ...OurLong Island office in New York is looking for a Financial Advisor working as part of an advisory team to help clients achieve their...SuggestedFull timeTemporary workWork at officeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood, Kansas; Scottsdale, Arizona; Cincinnati, Ohio; Jacksonville, Florida...Work at officeShift workDay shift
- ...individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align... ...clients. Collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth...
- ...Description Financial Advisor / Financial Professional About the Opportunity We are looking for motivated and forward-thinking, people-focused individuals who are passionate about making a positive impact in the lives of others. As a Financial Professional...Flexible hours
- ...Voya Financial Advisors is seeking entrepreneurial Financial Advisors to help individuals and families achieve their retirement and financial goals. In this role, you will focus on serving clients within the tax‑exempt market, including educators, healthcare professionals...
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor- with the benefits of being an employee Three retirement programs...
- ...Insurance Company is the largest mutual life insurance company in the United States and one of the most respected names in the financial services industry. New York Life is a Fortune 100 mutual company with over 175 years of history helping Americans protect their...Flexible hours
$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices... ...experience that blends growth opportunity with deep support-helping advisors build meaningful businesses while making a lasting impact on the...Flexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...Full timeContract workFor contractorsWork at office- ...Entry‑Level Financial Advisor job at NYL - Nassau‑Suffolk NY. Melville, NY. Great opportunity available at the New York Life Long Island, NY for an Entry‑Level Financial Advisor position. Help families, business owners, and corporations secure their financial futures with...
$100k
...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...Flexible hours$142.1k - $236.8k
...all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize...Full timeTemporary workWork experience placement$100k - $150k
Overview Wealth Enhancement is an independent wealth management firm that offers personalized financial planning. We are seeking a Financial Advisor to join our Long Island office in New York as part of an advisory team. The role involves managing client relationships,...Full timeTemporary workWork at officeFlexible hours$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources... ...Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through...Temporary workWork experience placement$116k
...strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data,...Work at office$18.83 - $29.28 per hour
## Senior Financial Center AssociateApplylocations: Hauppauge/360 Motor Parkway/114026time type: Full timeposted on: Posted Todayjob requisition id: 20221**Position Title**Senior Financial Center Associate**Location**Hauppauge, NY 11788**Job Summary**The Senior Financial...Work at officeLocal area- ...educate them on self-service options, and efficiently process cash transactions. You will have in-depth conversations to understand financial goals and connect clients to suitable solutions. The role requires strong communication, problem solving, and the ability to work...Weekend work
- ...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
$17.74 - $29.57 per hour
...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, e.g., checking...Full timePart timeWork at office- ...Why Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Work experience placementFlexible hours
- ...Suffolkcu is seeking a Financial Services Representative III (Personal Banker) to deliver exceptional experiences to members in New York. This role entails building strong relationships, identifying lending opportunities, and collaborating with cross-functional teams to...
- ...service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate...Work at office
- ...self-service options such as mobile and online banking. You will handle cash transactions, deepen client conversations to understand financial goals, and link clients to suitable solutions. Responsibilities include building client relationships, following compliant...
- ...institutional and retail mutual funds. Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals... ...individuals plan for their future. Average Financial Advisor compensation range: Year 1: $65,000-$132,000 Year 3: $109,...Work at officeLocal areaFlexible hours
$75.9k - $126.5k
...program, problem loan management, early warning indicators, and other forms of credit surveillance. Review all pertinent credit and financial information, including but not limited to financial statements, tax returns, due diligence reports, credit bureaus, appraisals,...Work experience placementInterim roleWork at office$25.07 - $41.79 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all appropriate product and service options by working cooperatively...Hourly pay
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
- financial sales Hauppauge, NY
- financial institutions Hauppauge, NY
- financial Hauppauge, NY
- financial banking Hauppauge, NY
- financial clearance Hauppauge, NY
- finance financial Hauppauge, NY
- senior financial analyst fp&a Hauppauge, NY
- associate corporate finance
- project finance associate
- associate financial representative


