Wealth Management Associate

Posted 2026-05-06
Remote, USA Full-time Immediate Start

Eastern Advisory Group is a Fortune 500 company with a legacy of helping families and businesses since 1848. They are seeking ambitious individuals to join their team as Wealth Management Associates, providing financial guidance to clients and building a rewarding career in finance through a structured training program.


Responsibilities

  • Provide financial guidance to individuals, families, and businesses to help them achieve long-term financial goals
  • Participate in a structured training program to gain necessary skills and knowledge
  • Build a business that makes a meaningful impact

Skills

  • Ambitious individuals eager to learn and grow in the financial services industry
  • Ability to provide financial guidance to individuals, families, and businesses
  • Willingness to participate in a structured training program
  • No prior finance experience required
  • Success in current field and readiness for a new challenge
  • Experience in careers such as Real Estate, Accounting, Education, and other industries outside of finance

Benefits

  • Comprehensive benefits package, including health, dental, and vision insurance
  • 401(k) plan
  • Group life insurance
  • Training allowance and performance-based incentives
  • Company-sponsored professional development opportunities

Company Overview

  • Located in the heart of Long Island, we understand the unique financial landscape our neighbors face. It was founded in 2025, and is headquartered in Hauppauge , NY, US, with a workforce of 51-200 employees. Its website is https://www.easternadvisorygroupli.com.

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