Sales Pro to Licensed Financial Advisor (Uncapped Earnings)

Tristatefa; Wilmington (DE); Sur place; USD 50 000 - 80 000; Plein temps

Avantages offerts par ce poste

Mentoring

Training program

Uncapped earnings

Leadership development program

Dynamic culture

Licensing support

Résumé du poste

Tristate Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors. No finance background and no 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 and comprehensive training in financial planning, portfolio analysis, consultative selling, client service, and compliance. The program offers uncapped earning potential and licensing support, all within a fast-paced,

Qualifications

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

Responsabilités

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

Connaissances

Strong communication

Coachable & entrepreneurial

Sales & customer service experience

Description du poste

Tristate Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors. No finance background and no 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 and comprehensive training in financial planning, portfolio analysis, consultative selling, client service, and compliance. The program offers uncapped earning potential and licensing support, all within a fast-paced,