Wealth Advisor: Training & Growth

Tristatefa; Raleigh (NC); Vor Ort; USD 70.000 - 130.000; Vollzeit

Zusammenfassung

Tristate Financial Advisors in Raleigh, NC is looking for energetic individuals to join our team as Financial Advisors. No prior finance experience required; we provide extensive training, resources, and support to help you become better than your best.

On a daily basis, you will identify potential clients, meet with them to assess needs, develop customized financial plans, maintain ongoing client relationships, and provide ongoing consultation.

Qualifikationen

• Associate’s degree in business or industry-related field.
• 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.

Aufgaben

• 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

Ausbildung

Associate42s degree in business or industry-related field

Jobbeschreibung

Tristate Financial Advisors in Raleigh, NC is looking for energetic individuals to join our team as Financial Advisors. No prior finance experience required; we provide extensive training, resources, and support to help you become better than your best.

On a daily basis, you will identify potential clients, meet with them to assess needs, develop customized financial plans, maintain ongoing client relationships, and provide ongoing consultation.