Entry-Level Wealth Management Advisor jobs in United States
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Eastern Advisory Group ยท 1 month ago

Entry-Level Wealth Management Advisor

Eastern Advisory Group is seeking motivated individuals for the role of Entry-Level Wealth Management Advisor, providing an opportunity to grow a fulfilling career in financial services. The role involves guiding clients in creating strategies to achieve their long-term financial goals, supported by a structured training program.

Financial Services

Responsibilities

Transform your ambitions into real achievement
Guide individuals, families, and business owners in creating strategies to reach their long-term financial objectives

Qualification

Financial knowledgeClient relationship managementMotivatedLeadership potentialTeam collaboration

Required

Motivated individuals who are ready to learn and advance within financial services
Applicants must be within commuting distance to Hauppauge, NY

Benefits

Medical, dental, and vision coverage
A 401(k) plan
Group life insurance
A training stipend
Performance-based bonuses
Company-funded professional growth and licensing opportunities

Company

Eastern Advisory Group

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Rooted in the heart of Long Island, Eastern Advisory Group understands the unique financial landscape our neighbors face.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase