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Entry-Level Wealth Management Advisor

Remote / Online - Candidates ideally in
Garden City, Ada County, Idaho, 83714, USA
Listing for: WizeHire, Inc
Full Time, Remote/Work from Home position
Listed on 2025-12-07
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 USD Yearly USD 80000.00 YEAR
Job Description & How to Apply Below

Eastern Advisory Group
• Garden City , NY , US

Posted 12 days ago

Description

Transform your ambitions into real achievement.

Are you searching for a chance to grow a fulfilling career in the financial world—even without previous industry experience? Our firm is looking for motivated individuals who are ready to learn and advance within financial services. As a Financial Representative, you’ll guide individuals, families, and business owners in creating strategies to reach their long‑term financial objectives. With our structured training program, you’ll develop the knowledge and expertise needed to succeed while building a career that truly makes a difference.

What

we provide:
  • The flexibility to shape your own career through a hybrid work setup—enjoy remote work combined with in‑person training, team collaboration, and continuous support from a Forbes‑recognized top insurance company.
  • A full benefits package, including medical, dental, and vision coverage, a 401(k) plan, and group life insurance.
  • A training stipend, along with performance‑based bonuses.
  • Company‑funded professional growth and licensing opportunities.
  • Room for career progression:
    We’re seeking motivated individuals who want to grow professionally and step into leadership roles over time.

No background in finance? That’s completely fine.

  • More than 90% of our leading advisors began their careers in areas such as Real Estate, Accounting, Education, and other non‑financial fields.
  • If you’ve found success in your current profession and are ready for a new opportunity, we’ll equip you with the training, tools, and mentorship you need to excel in financial services.

Applicants must be within commuting distance to Hauppauge, NY.

Responsibilities
  • Offer solutions in insurance, asset accumulation, and retirement planning.
  • Develop client relationships and provide tailored financial strategies.
  • Work within a hybrid model, attending in‑person meetings and training sessions as required.
  • Follow a leadership advancement track with career growth opportunities.
Qualifications
  • Strong interpersonal and communication skills.
  • Self‑motivated, coachable, and driven to succeed.
  • No prior financial experience is required, and comprehensive training is included.
  • Competitive mindset with a history of leadership or achievement.
  • Must be authorized to work in the US.
Compensation

$80,000 OTE

About Eastern Advisory Group
  • 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."
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