Financial Advisor: Training, Growth & High Earnings

Tristatefa; Charlotte (NC); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Uncapped earning potential

Leadership program

Comprehensive training

Job summary

Tristate Financial Advisors invites motivated individuals to join a training-forward team. No prior finance experience is required; you will receive extensive training, resources, and support to become a successful financial advisor in a fast-growing firm.

Daily work includes prospecting, client meetings, and creating tailored financial plans, with a focus on helping working-class clients achieve their financial goals and a structured path for career growth within the company.

Qualifications

• Must obtain series licenses to be approved as Financial Advisor before starting.
• Legal status: U.S. citizen or permanent resident.
• Willingness to work in office at all times.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess financial needs.
• Develop customized financial plans for clients’ goals.
• Maintain strong relationships and track progress over time.
• Provide ongoing consultation and support.

Skills

People skills

Energy

Entrepreneurial spirit

Education

Associate’s degree in business or industry-related field

Job description

Tristate Financial Advisors invites motivated individuals to join a training-forward team. No prior finance experience is required; you will receive extensive training, resources, and support to become a successful financial advisor in a fast-growing firm.

Daily work includes prospecting, client meetings, and creating tailored financial plans, with a focus on helping working-class clients achieve their financial goals and a structured path for career growth within the company.