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Financial Advisor

Job in Melville, Suffolk County, New York, 11775, USA
Listing for: Eastern Advisory Group
Full Time position
Listed on 2026-01-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales, Financial Advisor
Salary/Wage Range or Industry Benchmark: 90000 USD Yearly USD 90000.00 YEAR
Job Description & How to Apply Below

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 such as 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, a 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?

  • Strong partnership with over 175 years of stability, and a legacy of helping families and businesses since 1848.
  • Fortune 500 Company, backed by the strength and support of a nationally recognized organization.
  • Forbes America’s Best Insurance Companies – Permanent Life 2025.
  • Mission-driven culture: “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
    .
Responsibilities
  • Work closely with clients to gather in-depth financial details and build individualized profiles that accurately reflect their income, goals, and overall financial situation.
  • Serve as a collaborative and dependable team contributor while continually developing your skills through ongoing training and professional learning opportunities.
  • Actively engage with prospective clients, fostering strong relationships and positioning yourself as a trusted financial guide.
  • Create tailored financial plans that adapt as clients move through different life stages, career changes, and financial priorities.
  • Provide well-considered recommendations—spanning financial products, planning solutions, and investment approaches—to support clients in achieving their goals.
  • Obtain Life and Health certification within 45 days of employment.
Qualifications
  • Long Island/Queens candidates only.
  • Previous sales experience preferred.
  • NYS Life Accident and Health exam not needed but a plus.
  • Must be able to commute to Hauppauge, Long Island, for training.
Compensation

$90,000 at planned earnings per year.

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