Financial Planner

4 days ago

Melville, NY, United States Eastern Advisory Group Full time
Description

Transform your ambitions into real achievement.

Are you searching for a chance to grow a fulfilling career in the financial world-even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you'll guide individuals, families, and business owners in creating strategies to reach their long-term financial objectives. With our structured training program, you'll develop the knowledge and expertise needed to succeed while building a career that truly makes a difference.

What we provide:
  • The flexibility to shape your own career through a hybrid work setup-enjoy remote work combined with in-person training, team collaboration, and continuous support from a Forbes-recognized top insurance company.
  • A full benefits package, including medical, dental, and vision coverage, a 401(k) plan, and group life insurance.
  • A training stipend, along with performance-based bonuses.
  • Company-funded professional growth and licensing opportunities.
  • Boundless room for career progression: We're seeking motivated individuals who want to grow professionally and step into leadership roles over time.
No background in finance? That's completely fine.
  • More than 90% of our leading advisors began their careers in areas such as Real Estate, Accounting, Education, and other non-financial fields.
  • If you've found success in your current profession and are ready for a new opportunity, we'll equip you with the training, tools, and mentorship you need to excel in financial services.


Applicants must be within commuting distance to Hauppauge, NY.

Responsibilities

• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Gather each client's financial information to determine financial status, cash flow, financial goals, and financial expectations
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications

• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
• Bachelor's degree in business administration, finance, or related field is required
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential

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