Financial Advisor: Training, Uncapped Earnings, Growth

Tristatefa; Pittsburgh (Allegheny County); On-site; USD 70,000 - 100,000; Full time

Job summary

Tristate Financial Advisors offers a training-forward path to become a Financial Advisor with no prior finance experience required. The role emphasizes meeting clients, assessing needs, and crafting personalized plans, while supporting career growth through leadership-style programs.

Compensation features uncapped earnings with many earning $100k+ in the first year, plus extensive training and ongoing support in a fast-paced, client-centric environment.

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 and goals.
• Develop customized financial plans to address clients’ goals.
• Maintain strong relationships with clients and track progress.
• Provide ongoing consultation and support.

Skills

People skills

Energy

Work ethic

Entrepreneurial spirit

Communication

Education

Associate degree in business or related field

Job description

Tristate Financial Advisors offers a training-forward path to become a Financial Advisor with no prior finance experience required. The role emphasizes meeting clients, assessing needs, and crafting personalized plans, while supporting career growth through leadership-style programs.

Compensation features uncapped earnings with many earning $100k+ in the first year, plus extensive training and ongoing support in a fast-paced, client-centric environment.