Sales Pro to Licensed Financial Advisor

Tristatefa; Indianapolis (IN); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

One-on-one mentoring

Comprehensive training in financial-pl

Uncapped earning potential

Executive Leadership Development Plan

Fast-paced culture (Google meets Wall)

Licensing support

Job summary

Tristate Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors in Indianapolis, Indiana. No finance background and no college degree required, with strong mentoring and comprehensive training provided.

You’ll identify prospects, set appointments, meet clients to assess needs, and develop tailored financial plans while building lasting relationships for ongoing success.

Qualifications

• Strong communicators who build rapport quickly.
• Competitive, coachable and entrepreneurial attitude.
• Internships, athletics, leadership roles, or sales/customer service experience are a plus.

Responsibilities

• Identify and set appointments with potential clients.
• Meet with clients to assess financial needs and goals.
• Develop customized financial plans.
• Build lasting relationships and track client progress over time.

Skills

Strong communicators

Rapport building

Competitive

Coachable

Entrepreneurial

Sales experience

Education

No college degree required

Job description

Tristate Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors in Indianapolis, Indiana. No finance background and no college degree required, with strong mentoring and comprehensive training provided.

You’ll identify prospects, set appointments, meet clients to assess needs, and develop tailored financial plans while building lasting relationships for ongoing success.