Wealth Advisor & Financial Planner: In-Office Training

Tristate Financial Advisors; Chicago (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Uncapped earnings potential

Job summary

Tristate Financial Advisors in Chicago is seeking energetic individuals to join our team as financial advisors. No prior finance experience is required; we provide extensive training, resources, and support to help you exceed your own expectations.

Our approach reinvents traditional financial advice by focusing on clients' overall professional and financial wellbeing. The role includes one-on-one training from leaders, a comprehensive program, and significant earnings potential in an in-office

Qualifications

• Associate’s degree in business or industry-related field.
• Must obtain series licenses and qualified 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.

Responsibilities

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

Education

Associate’s degree in business or industry-related field

Job description

Tristate Financial Advisors in Chicago is seeking energetic individuals to join our team as financial advisors. No prior finance experience is required; we provide extensive training, resources, and support to help you exceed your own expectations.

Our approach reinvents traditional financial advice by focusing on clients' overall professional and financial wellbeing. The role includes one-on-one training from leaders, a comprehensive program, and significant earnings potential in an in-office