Financial Advisor: High-Earning Training & Growth Path

Tristate Financial Advisors; Washington (District of Columbia); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

One-on-one training

Career growth opportunities

Job summary

Tristate Financial Advisors in Washington, DC is seeking a financial advisor to help clients achieve their own financial success. You don’t need prior finance experience, but you need energy, great people skills, a strong work ethic and an entrepreneurial spirit.

We provide extensive training, resources, and the support you’ll need to be better than your best. On a daily basis, our advisors identify and set appointments, meet with clients to assess needs, develop customized financial plans,

Qualifications

• Associate’s degree in business or industry‑related field.
• 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

Energetic

Entrepreneurial spirit

Strong work ethic

Education

Associate’s degree in business or related field

Job description

Tristate Financial Advisors in Washington, DC is seeking a financial advisor to help clients achieve their own financial success. You don’t need prior finance experience, but you need energy, great people skills, a strong work ethic and an entrepreneurial spirit.

We provide extensive training, resources, and the support you’ll need to be better than your best. On a daily basis, our advisors identify and set appointments, meet with clients to assess needs, develop customized financial plans,