Uncapped-Earnings Financial Advisor | Training & Growth

Tristatefa; Charleston (SC); On-site; USD 70,000 - 110,000; Full time

Job summary

Tristate Financial Advisors seeks entry-level financial advisors to identify potential clients, meet with them to assess needs, and develop individualized financial plans. You will maintain ongoing client relationships and provide consultation while training extensively with our resources.

With one-on-one training and a comprehensive program, advisors have the potential to earn $70,000+ in the first year, with top earners exceeding $100,000. Licensing requirements and U.S.

Qualifications

• Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
• Must be a U.S. or Permanent Resident
• Willing to work in office
• Training provided with extensive resources and support to reach best performance

Responsibilities

• Identify and set appointments with potential clients
• Meet with clients to assess their financial needs
• Develop customized financial plans to address each client’s goals
• Maintain strong relationships with clients and track progress over time
• Provide ongoing consultation and support to clients

Education

Associate’s degree in business or industry-related field

Job description

Tristate Financial Advisors seeks entry-level financial advisors to identify potential clients, meet with them to assess needs, and develop individualized financial plans. You will maintain ongoing client relationships and provide consultation while training extensively with our resources.

With one-on-one training and a comprehensive program, advisors have the potential to earn $70,000+ in the first year, with top earners exceeding $100,000. Licensing requirements and U.S.