Financial Advisor
Eastern Advisory Group
Description Join Eastern Advisory Group, where our legacy of stability and dedication to helping families and businesses thrive spans over 175 years. As a Financial Advisor with us, you'll be part of a team backed by a Fortune 500 company recognized for its strength and innovation in the finance industry. Our mission, "Do good. Be good. Make good," underscores everything we do, ensuring that we not only meet but exceed clients' expectations. As a Financial Advisor, you'll empower clients to achieve their financial goals through personalized advice and strategic planning. We offer a supportive, collaborative environment where your professional growth is a priority. With competitive compensation and opportunities for career advancement, you'll have the tools to make a meaningful impact. 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.
• 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.
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Hauppauge, NY vacancy
$99k
...Join us at Eastern Advisory Group, where you'll play a crucial role in shaping the financial future of families and businesses. As a Financial Advisor, you're not just part of any team; you're backed by a company with over 175 years of stability and recognized as one of...SuggestedEastern Advisory Group
Hauppauge, NY2 days ago$100k
...Advisory Group, where our legacy of stability and dedication to helping families and businesses thrive spans over 175 years. As a Financial Advisor with us, you'll be part of a team backed by a Fortune 500 company recognized for its strength and innovation in the finance...SuggestedPermanent employmentEastern Advisory Group
Hauppauge, NY10 days ago$75.9k - $126.5k
...Financial Advisor Join Wilmington Advisors @M&T in our Long Island market. We're seeking an experienced Financial Advisor with a proven track record of building and deepening client relationships, growing a book of business, and delivering sophisticated investment and...SuggestedWork experience placement- Effie Knuth - State Farm Agent is seeking a motivated financial services professional in the Town of Islip, New York. In this role, you will consult with clients on financial planning and provide guidance on life and health insurance strategies. The ideal candidate will...SuggestedFlexible hours
- Eastern Advisory Group in the United States is seeking a Financial Advisor to guide clients toward their financial goals within a legacy of 175 years, backed by the stability of a Fortune 500 partner. You will build personalized plans, nurture client relationships, educate...Suggested
- Teachers Federal Credit Union in New York seeks a Senior Financial Services Representative to engage members and grow their membership both in person and virtually. You will manage a book of business across Consumer, Small Business, and Lending services to drive revenue...Local area
- ...retirement, education, legacy, and other life goals through investment advice and guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net‑worth individuals to identify needs, develop relationships, review financial...Interim roleLocal areaImmediate startShift workDay shift
- ...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
New York Life Insurance Company
Melville, NY3 days ago $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$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$65k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities...Temporary workWork at officeMonday to FridayShift workDay shift$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...$24k
Forest Hills Financial Group, a member of The Guardian Network®, is looking for individuals like you to join our team as a Financial Advisor. This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City,...Permanent employmentContract workLive inWork at officeFlexible hours- ...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...
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle....Work at officeFlexible hours
$68.52k - $117.52k
...with your recruiter who can provide you more specific details for this role. Line Of Business TD Wealth Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning...Work at officeLocal areaWork from homeFlexible hours$66.56k - $99.32k
...dialogue with your recruiter who can provide you more specific details for this role. Line Of Business TD Wealth Job Description The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their wealth management...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$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...Work at office$55k - $130k
Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to... ...that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the...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...
- ...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,...
NYL - Nassau-Suffolk NY
Melville, NY5 days ago $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...Temporary workWork experience placementM&T Bank
Hauppauge, NY5 days ago- ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned,...Full timeTemporary workFlexible hours
Edward Jones
Stony Brook, NY1 day ago - ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America Corporation
Patchogue, NYa month ago $100k
...Job Description Job Description Join Eastern Advisory Group as an entry-level financial advisor and be part of a team that empowers individuals and businesses to achieve financial success. You'll have the chance to grow your skills in a supportive environment backed...Permanent employmentFlexible hoursEastern Advisory Group
Hauppauge, NY10 days ago- ...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
New York Life
Melville, NY4 days ago $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,...Live inWork at officeNYL - Nassau-Suffolk NY
Melville, NY10 days ago$70k - $100k
A financial services agency in Selden, NY is seeking a Financial Services Representative to assist clients with financial planning and insurance strategies. The ideal candidate should possess a Life & Health license and FINRA Series 6/63/65. Responsibilities include consulting...Full timeFlexible hours- Bank of America, through Merrill Wealth Management, offers an Advisor Development Program to groom Financial Advisors who work with high-net-worth individuals, identify client needs, and deliver tailored investment guidance. You will collaborate with Merrill Advisor Teams...
- TD Bank is seeking a Premier Banker in Commack, NY to manage a mass affluent client portfolio. You will grow relationships, coordinate with specialists, and deliver TD's model of convenience, sales, and advice with a personalized approach. You will counsel clients on banking...
TD
Commack, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial advisor Hauppauge, NY
- financial associate Hauppauge, NY
- estate planning consultant Hauppauge, NY
- financial advisor associate Hauppauge, NY
- financial planning associate Hauppauge, NY
- financial planning assistant Hauppauge, NY
- finance associate Hauppauge, NY
- financial counselor Hauppauge, NY
- financial planning administrator Hauppauge, NY
- financial planner Hauppauge, NY