Wealth Advisor: High Earning Potential + Growth & Training

Tristatefa; Philadelphia (Philadelphia County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

One-on-one training

Comprehensive training program

Uncapped earning potential

Job summary

Tristate Financial Advisors invites motivated individuals to join our team as Financial Advisors. We provide extensive training, comprehensive resources, and strong support to help you succeed, even with no prior finance experience.

On a daily basis, advisors identify appointments, meet with clients to assess needs, develop customized financial plans, and maintain ongoing relationships. Our culture blends fast-paced growth with a client-first, working-class focus.

Qualifications

• Requires an associative degree in business or related field.
• Must obtain series licenses and qualify to be approved as a Financial Advisor before starting.
• U.S. or Permanent Resident status required.
• Willing to work in office (on-site) in the Philadelphia area.

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 relationships and help clients track progress over time.
• Provide ongoing consultation and support.

Skills

People skills

Energy

Strong work ethic

Entrepreneurial spirit

Education

Associate’s degree in business or related field

Job description

Tristate Financial Advisors invites motivated individuals to join our team as Financial Advisors. We provide extensive training, comprehensive resources, and strong support to help you succeed, even with no prior finance experience.

On a daily basis, advisors identify appointments, meet with clients to assess needs, develop customized financial plans, and maintain ongoing relationships. Our culture blends fast-paced growth with a client-first, working-class focus.