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Entry-Level Financial Representative

Eastern Advisory Group

Hauppauge, NY 11788 • $90,000 / yr • 9/10/2026

Accounting / Finance , Professional

Job Description

Job Description

Join Eastern Advisory Group as an Entry-Level Financial Representative and step into a role where your career can truly flourish. You'll be part of a team backed by over 175 years of stability, working with a Fortune 500 company recognized by Forbes as one of America's Best Insurance Companies. Our mission-driven culture"Do good. Be good. Make good."is at the core of everything we do, ensuring you’re part of a supportive environment that values growth and development. With comprehensive training and mentorship, you’ll not only learn the ropes of finance but also have the chance to make a meaningful impact in the lives of clients. If you're ready to take the first step in an exciting finance career, we're here to support your journey.

Compensation:

$90,000 OTE


Responsibilities:

  • Engage with clients to understand their financial goals and provide tailored advice to help them achieve these objectives.

  • Collaborate with senior team members to develop comprehensive financial plans that align with client needs and company standards.

  • Stay informed about industry trends and regulatory changes to ensure compliance and provide up-to-date advice.

  • Assist in the preparation and presentation of financial reports, ensuring accuracy and clarity for clients and stakeholders.

  • Participate in ongoing training and development programs to enhance your financial knowledge and skills.

  • Foster strong relationships with clients by maintaining regular communication and providing exceptional customer service.

  • Support the team in identifying new business opportunities and contribute to the growth of client base through referrals and networking activities.


Qualifications:
  • Experience in customer service or client-facing roles, showcasing your ability to build trust and rapport.
  • Ability to communicate complex financial concepts clearly and effectively to diverse audiences.
  • Proven track record of working collaboratively within a team to achieve shared goals.
  • Strong analytical skills to interpret financial data and market trends, aiding in informed decision-making.
  • Eagerness to learn and adapt, with a commitment to ongoing professional development and training.
  • Demonstrated ability to manage time efficiently, balancing multiple tasks and priorities.
  • Familiarity with financial products and services, with a willingness to expand your knowledge base further.

About 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."