Sales Rep to Financial Advisor: Mentoring & Uncapped Earnings

Tristatefa; Charlotte (NC); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

One-on-one mentoring

Comprehensive training in financial...

Uncapped earning potential

Executive Leadership Development Plan

Fast-paced, high-energy culture

Licensing support

Job summary

Tristate Financial Advisors is seeking driven sales professionals to become licensed financial advisors in Charlotte, NC. 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 mentoring, comprehensive training in financial planning, portfolio analysis, and compliance, licensing support, and an energetic culture designed to accelerate your earning potential.

Qualifications

• Strong communicator who builds rapport quickly.
• Competitive, coachable, and entrepreneurial.
• Internships, athletics, leadership roles, or sales experience are a plus.

Responsibilities

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

Skills

Communication

Rapport building

Sales mindset

Job description

Tristate Financial Advisors is seeking driven sales professionals to become licensed financial advisors in Charlotte, NC. 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 mentoring, comprehensive training in financial planning, portfolio analysis, and compliance, licensing support, and an energetic culture designed to accelerate your earning potential.