Licensed Financial Services Representative jobs in United States
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Eastern Advisory Group · 5 hours ago

Licensed Financial Services Representative

Eastern Advisory Group is seeking driven individuals to build a rewarding career in the financial services industry. As a Licensed Financial Services Representative, you will work closely with clients to develop strategies that help them achieve their financial goals, supported by a comprehensive training program.

Financial Services

Responsibilities

Work closely with individuals, families, and business owners to help build strategies designed to achieve their financial goals
Participate in a comprehensive training program to gain skills, confidence, and knowledge needed to thrive in a career in financial services

Qualification

Financial services knowledgeClient relationship managementCoachableEager to learnTeam collaboration

Required

Driven and coachable individuals who are eager to learn, grow, and develop a long-term career in finance
Ability to work closely with individuals, families, and business owners to help build strategies designed to achieve their financial goals
Must be within commuting distance of Hauppauge, NY

Preferred

No prior experience in financial services is required
Successful candidates may come from fields such as real estate, accounting, education, and other non-financial industries

Benefits

Medical, dental, and vision coverage
A 401(k) with company participation
Group life insurance
A training stipend plus performance-based incentive opportunities
Company-sponsored licensing, education, and professional development
Clear pathways for career advancement, including opportunities to grow into leadership roles

Company

Eastern Advisory Group

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Located in the heart of Long Island, we understand the unique financial landscape our neighbors face.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase