Financial Advisor: Train, Earn $100K+ & Grow Fast

Tristatefa; Indianapolis (IN); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Uncapped earning potential

Leadership/career growth program

Job summary

Tristate Financial Advisors is seeking motivated individuals to join our team as financial advisors. No prior finance experience is required, only energy, strong people skills, and an entrepreneurial spirit.

We provide extensive training and resources to help you achieve your best. Daily responsibilities include setting appointments, meeting clients, developing tailored financial plans, and maintaining ongoing client relationships with continuous support.

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 US citizen 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 strong relationships with clients and track their progress over time.
• Provide ongoing consultation and support.

Education

Associate’s degree in business or industry-related field

Job description

Tristate Financial Advisors is seeking motivated individuals to join our team as financial advisors. No prior finance experience is required, only energy, strong people skills, and an entrepreneurial spirit.

We provide extensive training and resources to help you achieve your best. Daily responsibilities include setting appointments, meeting clients, developing tailored financial plans, and maintaining ongoing client relationships with continuous support.