Financial Advisor/ Wealth Manager

**Financial Advisor/Wealth Manager -- Philadelphia**

Job description: Prior finance experience is not required to Tristate Financial Advisors.

Hours: 9:00am- 5:00- 5:00pm M-F; 40 Hours/ week

This role requires a contemporary way of thinking and doing. At TFA, we've completely reinvented the concept of financial advice to provide our clients with a whole new level of expertise.

**On a daily basis, our advisors: **

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

Some Features Of This Position Include

A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and 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)
• One on one training from seasoned leaders in the financial planning industry
  
  

**Job Requirements: **

• 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
• Must be willing to work onsite; this is not a remote position
• Associate degree in business or related industry is essential
  
  

Compensation will be provided after completion of licenses and all other qualifications are met for being a Financial Advisor.

Average earnings of a first-year Financial Advisor exceed $50,000 with top earners making an excess of $100,000.

Phila.BST