Financial Advisor: Uncapped Earnings & Growth

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

Benefits offered by this job

One-on-one training

Comprehensive training

Uncapped earnings

Leadership opportunities

Job summary

Tristate Financial Advisors seeks energetic individuals to join its growing team as Financial Advisors. No prior finance experience required; you’ll receive extensive training, resources, and support to help you be better than your best.

As part of our office-based role, you will identify prospects, meet clients to assess needs, develop personalized financial plans, and maintain lasting client relationships.

Qualifications

• Associate’s degree in business or industry-related field.
• Must obtain Series licenses and be approved to be a Financial Advisor prior to starting in office.
• Must be a U.S. citizen or permanent resident and 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 of the clients' desired goals.
• Maintain strong relationships with clients, helping them track their progress over time.
• Provide ongoing consultation and support.

Skills

Energy

People skills

Work ethic

Entrepreneurial spirit

Education

Associate’s degree in business or industry-related field

Tools

Series licenses

Job description

Tristate Financial Advisors seeks energetic individuals to join its growing team as Financial Advisors. No prior finance experience required; you’ll receive extensive training, resources, and support to help you be better than your best.

As part of our office-based role, you will identify prospects, meet clients to assess needs, develop personalized financial plans, and maintain lasting client relationships.