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Associate Financial Advisor

Remote · USA Full-time New today

Eastern Advisory Group is seeking motivated individuals to grow a career in financial services, even without prior industry experience. As an Associate Financial Advisor, you will guide clients in creating strategies to achieve their long-term financial goals while receiving structured training and mentorship.

Responsibilities

  • Guide individuals, families, and business owners in creating strategies to reach their long-term financial objectives
  • Participate in a structured training program to develop knowledge and expertise in financial services
  • Engage in networking events to grow your career and meet potential new clients
  • Receive mentorship from experienced advisors to help you succeed within your first year
  • Utilize company resources for business needs such as marketing materials

Skills

  • Motivated individuals who are ready to learn and advance within financial services
  • Ability to guide individuals, families, and business owners in creating strategies to reach their long-term financial objectives
  • Applicants must be within commuting distance to Hauppauge, NY
  • Willingness to attend in-office meetings
  • No background in finance is required
  • Experience in areas such as Real Estate, Accounting, Education, and other non-financial fields, such as sales

Benefits

  • Medical, dental, and vision coverage
  • 401(k) plan
  • Group life insurance
  • Training stipend
  • Performance-based bonuses
  • Weekly team meetings and lunch and learns
  • Company-funded professional growth and licensing opportunities
  • Mentorship with our advisors
  • Networking events
  • Marketing team to help you with business cards, flyers, and all other business needs

Company Overview

  • Located in the heart of Long Island, we understand the unique financial landscape our neighbors face. It was founded in 2025, and is headquartered in Hauppauge , NY, US, with a workforce of 51-200 employees. Its website is https://www.easternadvisorygroupli.com.
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