What are the responsibilities and job description for the Entry-Level Wealth Management Associate position at Eastern Advisory Group?
Join us at Eastern Advisory Group, where you'll empower individuals and businesses to achieve their financial dreams. As a Wealth Management Associate, you'll leverage our 175-year legacy of stability and our innovative culture to provide clients with trusted advice. You'll build long-lasting relationships and tailor strategies that align with each client's unique goals. We believe in doing good, being good, and making good—principles that guide our mission and your work with us.
You'll have the backing of a Fortune 500 company and be part of a team recognized as one of Forbes America's Best Insurance Companies for Permanent Life. Your role is crucial in helping clients navigate financial decisions confidently. We offer growth opportunities and a supportive environment where your success is our success. If you're ready to make a meaningful impact and grow with us, let's take this journey together.
$90,000 OTE
Responsibilities:
Build and nurture client relationships by understanding their financial goals and providing tailored advice.
Collaborate with team members to develop innovative financial strategies that align with clients' unique needs.
Conduct thorough market research to stay informed about industry trends and opportunities for client growth.
Assist clients in navigating complex financial decisions with confidence and clarity.
Leverage our 175-year legacy and resources to deliver trusted and reliable financial solutions.
Engage in continuous learning to enhance your knowledge and skills in wealth management.
Communicate effectively with clients, ensuring they understand their financial plans and options clearly and concisely.
Qualifications:
0-2 years of experience in Financial Services.
Interest in building and nurturing client relationships with a focus on understanding their financial goals.
Ability to collaborate effectively with team members to develop innovative financial strategies.
Interest in conducting thorough market research to stay informed about industry trends.
Must have a desire to learn in order to assist clients in navigating complex financial decisions with confidence and clarity.
Commitment to continuous learning to enhance knowledge and skills in wealth management.
Excellent communication skills to ensure clients understand their financial plans and options clearly and concisely.
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."
Salary : $90,000