Wealth Advisor: Fast-Track to 6 Figures

Tristatefa; Wilmington (DE); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Uncapped earning potential

Extensive training program

Leadership opportunities

Job summary

Tristate Financial Advisors invites you to join a team that values energy, strong people skills, and an entrepreneurial spirit. You don’t need prior finance experience, as we provide extensive training, resources, and support to help you excel.

As a Financial Advisor, you will identify prospects, meet with clients to assess needs, craft personalized financial plans, and maintain long-term client relationships.

Qualifications

• Associates degree in business or related field.
• Must obtain series licenses and be qualified to become a Financial Advisor before starting.
• Must be a U.S. citizen or permanent resident.
• Willing to work in office.

Responsibilities

• Identify and set appointments with potential clients
• Meet with clients to assess their financial needs
• Develop customized financial plans to address clients' goals
• Maintain strong relationship with clients, helping them track their progress over time
• Provide ongoing consultation and support

Skills

Energy

People skills

Work ethic

Entrepreneurial spirit

Education

Associate degree in business or related field

Job description

Tristate Financial Advisors invites you to join a team that values energy, strong people skills, and an entrepreneurial spirit. You don’t need prior finance experience, as we provide extensive training, resources, and support to help you excel.

As a Financial Advisor, you will identify prospects, meet with clients to assess needs, craft personalized financial plans, and maintain long-term client relationships.