What are the responsibilities and job description for the Financial Advisor position at Tristate Financial Advisors?
Company Description
Tristate Financial Advisors, a branch of Florida Financial Advisors, is a full-service financial and wealth management firm dedicated to meeting the unique financial needs of Tristate residents. By taking a personalized, holistic approach, we help clients design tailored strategies to achieve their financial goals, whether it's planning for education, purchasing assets, or launching a business. We emphasize maximizing financial outcomes by aligning with individual career paths and company benefits. With offices across the East Coast, including Philadelphia, DC Area, Charlotte, Charleston, and Nashville, we are committed to supporting clients at every step of their financial journey.
Role Description
We are seeking a Junior Financial Consultant to join our team full-time at our Nashville & Chattanooga, TN offices. In this on-site role, you will assist with financial planning, provide investment advice, support clients in retirement planning, and analyze financial data to create personalized strategies. You will work collaboratively with clients to evaluate their financial goals and address immediate and long-term needs while maintaining regular communication to provide updates and adjustments.
Qualifications
- Proficiency in Financial Planning, Retirement Planning, and comprehensive financial strategy development
- Knowledge of Investments and core Finance principles
- Strong Analytical Skills and the ability to interpret complex financial data
- Exceptional interpersonal and communication abilities
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
- Relevant certifications such as CFP or a willingness to obtain certifications are considered an advantage
- Detail-oriented, proactive, and able to work effectively within a collaborative on-site environment