Wealth Management Associate

Job Description

Turn ambition into action.

Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact.

No Finance Experience? No problem!

Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance.

If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services.

What we offer:

Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company.

Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance.

Training allowance and performance-based incentives.

Company-sponsored professional development opportunities.

Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time.

Why join Eastern Advisory Group?

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."

Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788.

We can only consider applicants authorized to work in the United States.Compensation:

$100,000 at plan earningsResponsibilities:

Collaborate with clients to collect in-depth financial details and develop personalized profiles that align with their income, goals, and overall financial outlook

Serve as a dedicated team contributor while pursuing ongoing growth through continuous training and professional development

Build and nurture lasting relationships with prospective clients by positioning yourself as their trusted financial partner

Craft tailored financial strategies designed to evolve with clients’ changing life stages, careers, and priorities

Provide well-informed recommendations—including financial products, planning tools, and investment strategies—to help clients achieve their goals

Secure Life and Health certification within 45 days of hireQualifications:

Long Island candidates only

Previous Sales experience preferred

Must be able to commute to Hauppauge, Long Island, for trainingAbout Company

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."

Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge, NY, 11788.

We can only consider applicants authorized to work in the United States.

Full-time

Hybrid remote