What are the responsibilities and job description for the Financial Planner position at Eastern Advisory Group?
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.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. 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.No Finance Experience? No problem!Over 90% of our top advisors come from careers like 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.Compensation:$80,000 OTEResponsibilities:Create customized financial plans suitable for each client based on potential life changes and changing financial needsAssist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial productsGather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectationsResearch and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectivesProvide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice givenQualifications:Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vitalBachelor’s degree in business administration, finance, or related field is requiredProgram proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferredSuperior customer service skills, math skills, relationship skills, and communication skills are preferredProven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essentialAbout CompanyWith 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 2025Mission Driven - "Do good. Be good. Make good."
Salary : $80,000