Wealth Management Associate
$100k/y
Eastern Advisory Group11 days ago
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HybridFull-timeEntry
Summary
Eastern Advisory Group is seeking a Wealth Management Associate to join their team in Sag Harbor, NY. The role involves providing financial guidance to individuals, families, and businesses to help them achieve their long-term financial goals.
About the Role
As a Wealth Management Associate, you will participate in a structured training program to develop the skills necessary for success in the financial services industry. You will work with clients to understand their financial needs and provide tailored solutions. The position allows for a hybrid work environment, combining remote work with in-person training and collaboration.
About You
Required:
- Ambition and eagerness to learn in the financial services industry.
- Ability to work in a hybrid role with occasional in-office presence.
Preferred:
- Experience in sales or client-facing roles from other industries such as Real Estate, Accounting, or Education.
- Strong communication and interpersonal skills.
Benefits
- 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.
Eastern Advisory Group
Securities are offered solely by Registered Representatives of Equity Services, Inc., Member FINRA(www.finra.org)/SIPC(www.sipc.org), 410 Motor Parkway, 2nd Floor, Hauppauge, NY 11788, 631-582-6400. Eastern Advisory Group is independent of Equity Services, Inc. In CO, MO, NH, and WI, Equity Services operates as Vermont Equity Services Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. TC7963223(0525)3
Sag Harbor, NY