Tristate Financial Advisors
Financial Advisor
Tristate Financial Advisors, Charleston, South Carolina, United States, 29408
Position Overview
Tristate Financial Advisors (An FFA Company) provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Daily 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
Features of this Position
One‑on‑one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements
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
Compensation Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first‑year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Location: Charleston, SC
#J-18808-Ljbffr
Daily 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
Features of this Position
One‑on‑one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements
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
Compensation Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first‑year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.
Location: Charleston, SC
#J-18808-Ljbffr