Financial Advisor - High Earning Potential & Training

Tristate Financial Advisors; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Uncapped earning potential

Extensive training program

Career growth opportunities

Job summary

Tristate Financial Advisors is seeking individuals who want to build a career in financial advising. You do not need prior finance experience, but you must bring energy, people skills, a strong work ethic, and an entrepreneurial spirit.

We provide extensive training, resources, and ongoing support to help you become successful. ADVISORS will identify prospects, meet clients to analyze needs, and develop personalized financial plans while maintaining long-term client relationships.

Qualifications

• Associate’s degree in business or industry-related field is required.
• Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office.
• Must be a U.S. or Permanent Resident.
• Willing to work in office.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess their financial needs.
• Develop customized financial plans to address each of the clients' desired goals.
• Maintain strong relationship with clients, helping them track their progress over time.
• Provide ongoing consultation and support.

Skills

People skills

Entrepreneurial spirit

Energy

Communication

Education

Associate’s degree in business or industry-related field

Job description

Tristate Financial Advisors is seeking individuals who want to build a career in financial advising. You do not need prior finance experience, but you must bring energy, people skills, a strong work ethic, and an entrepreneurial spirit.

We provide extensive training, resources, and ongoing support to help you become successful. ADVISORS will identify prospects, meet clients to analyze needs, and develop personalized financial plans while maintaining long-term client relationships.