Financial Advisor: High Earnings, Training-Driven Growth

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

Benefits offered by this job

One-on-one training

Comprehensive training program

Leadership opportunities

High earning potential

Job summary

Tristate Financial Advisors is seeking motivated individuals to join our team in Raleigh, NC. No prior finance experience is required; we provide extensive training, resources, and support to help you become a successful financial advisor.

On a daily basis, our advisors identify potential clients, meet with clients to assess financial needs, and develop customized financial plans. We offer a comprehensive training program and significant career growth opportunities, including leadership tracks,

Qualifications

• Associate's degree in business or related field.
• Must obtain series licenses to become a Financial Advisor before 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 client's goals.
• Maintain client relationships and track progress over time.
• Provide ongoing consultation and support.

Skills

Energy

People skills

Entrepreneurial spirit

Strong work ethic

Sales mindset

Education

Associate's degree in business or related field

Job description

Tristate Financial Advisors is seeking motivated individuals to join our team in Raleigh, NC. No prior finance experience is required; we provide extensive training, resources, and support to help you become a successful financial advisor.

On a daily basis, our advisors identify potential clients, meet with clients to assess financial needs, and develop customized financial plans. We offer a comprehensive training program and significant career growth opportunities, including leadership tracks,