Sales Pro to Licensed Financial Advisor

Tristatefa; Nashville (TN); On-site; USD 45,000 - 70,000; Full time

Job summary

Tristate Financial Advisors is seeking motivated sales-driven individuals to become licensed financial advisors. No finance background or college degree required.

If you can build trust and ask for the business, we'll teach you the rest. You'll receive one-on-one mentoring, comprehensive training in financial planning, portfolio analysis, consultative selling, client service, and compliance, plus uncapped earning potential and licensing support.

Qualifications

• No finance background required
• No college degree required
• Internships/athletics/leadership/sales experience 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

Skills

Strong communication

Rapport building

Job description

Tristate Financial Advisors is seeking motivated sales-driven individuals to become licensed financial advisors. No finance background or college degree required.

If you can build trust and ask for the business, we'll teach you the rest. You'll receive one-on-one mentoring, comprehensive training in financial planning, portfolio analysis, consultative selling, client service, and compliance, plus uncapped earning potential and licensing support.