Financial Advisor: Training, Growth, $100k+ Potential

Tristate Financial Advisors; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Uncapped earnings potential

Job summary

Tristate Financial Advisors in Charlotte, NC is seeking individuals to join our team as Financial Advisors. We provide extensive training, resources, and support to help you become better than your best, even with no prior finance experience.

In this role you will identify potential clients, meet with them to assess needs, and develop customized financial plans while maintaining ongoing client relationships.

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 client’s goals.
• Maintain strong relationships with clients, helping them track progress over time.
• Provide ongoing consultation and support.

Skills

People skills

Energy

Entrepreneurial spirit

Strong work ethic

Education

Associate's degree

Job description

Tristate Financial Advisors in Charlotte, NC is seeking individuals to join our team as Financial Advisors. We provide extensive training, resources, and support to help you become better than your best, even with no prior finance experience.

In this role you will identify potential clients, meet with them to assess needs, and develop customized financial plans while maintaining ongoing client relationships.