Financial Planner, Oyster Bay

Financial Advisor
The ability to design your career with a hybrid work model, combining remote flexibility with in-person training, team collaboration, and ongoing support from a Forbes-recognized insurance organization
A comprehensive benefits package, including medical, dental, and vision coverage; a 401(k) with company participation; and group life insurance
A training stipend plus performance-based incentive opportunities
Company-sponsored licensing, education, and professional development
Clear pathways for career advancement, including opportunities to grow into leadership roles
Applicants must be within commuting distance of Hauppauge, NY.
Client Relationship Management
Build and maintain long-term client relationships through consistent communication and regular review meetings
Lead discovery conversations to understand clients' financial objectives, risk tolerance, and personal priorities
Deliver clear, confident, and compliant financial guidance tailored to client needs
Financial Planning & Analysis
Analyze client financial information to develop comprehensive, personalized financial plans
Provide guidance on retirement planning, investment strategies, tax-efficient solutions, education funding, risk management, and estate planning
Prepare and present financial plan recommendations, including ongoing performance reviews
Sales & Business Development
Identify new client opportunities through referrals, networking, and community engagement
Recommend tailored investment and insurance solutions to meet individual client goals
Consistently meet or exceed activity, growth, and revenue targets
Compliance & Documentation
Ensure accurate and timely documentation in compliance with SEC, FINRA, and internal policies
Stay up to date on market trends, product offerings, and regulatory changes
Keep licensing up to date
Required Qualifications
Active Series 7 and 66 licenses (or Series ***** combination), or equivalent state insurance and securities licenses
Bachelor's degree in finance, business, economics, or a related field, or equivalent professional experience
Minimum of 2 years of experience as a financial advisor, financial planner, or in a similar financial services role
Strong understanding of investment products, financial planning principles, and regulatory requirements
Excellent communication, presentation, and client relationship management skills
Must be able to attend all in-office meetings and events
Preferred Qualifications
CFP, ChFC, or progress toward obtaining a professional designation
Experience with CRM systems and financial planning software
Existing book of business (preferred but not required)
Compensation $100,000 OTE About Eastern Advisory Group
With a strong partner with over 175 Years of stability.
A legacy of helping families and businesses since ****.
Fortune 500 Company - Backed by the strength and support of a nationally recognized company.
Forbes America's Best Insurance Companies Permanent Life ****.
Mission Driven - "Do good. Be good. Make good."