Financial Advisor
$100kEastern Advisory Group
Job Description
Job 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. Compensation:$100,000 + OTE
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.
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.
- 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."
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