Wealth Advisor: Training, Growth & High Earning Potential

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

Benefits offered by this job

Extensive training

Uncapped earnings

Leadership program

Job summary

Tristate Financial Advisors in Charleston, SC is seeking motivated financial advisors. No finance experience required; we provide extensive training, resources, and support to help you build your own client base and wealth-management practice.

On a daily basis, advisors identify appointments, meet clients, develop customized plans, and maintain ongoing consultation. The role offers uncapped earnings potential, with first-year averages around $70,000 and top earners over $100,000, plus strong

Qualifications

• 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.

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 goals.
• Maintain strong relationship with clients, helping them track their progress over time.
• Provide ongoing consultation and support.

Skills

People skills

Communication

Entrepreneurial spirit

Education

Associate's degree in business or industry-related field

Job description

Tristate Financial Advisors in Charleston, SC is seeking motivated financial advisors. No finance experience required; we provide extensive training, resources, and support to help you build your own client base and wealth-management practice.

On a daily basis, advisors identify appointments, meet clients, develop customized plans, and maintain ongoing consultation. The role offers uncapped earnings potential, with first-year averages around $70,000 and top earners over $100,000, plus strong