What are the responsibilities and job description for the Financial Advisor position at Tristate Financial Advisors?
About the job
Tristate Financial Advisors (TFA) provides the ability to create your own financial success by helping clients enjoy their own. Previous finance experience isn’t required to join our team; however, the ability to quickly pick up on market trends, great people skills, a strong work ethic, and an entrepreneurial spirit are certainly prerequisites to excel in this career. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.
Being a Tristate Financial Advisor 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 satisfaction in their futures. Unlike most advisors, we go beyond the traditional focus of our clients personal and financial lives by considering a more important aspect of their financial picture: their profession.
Daily, our advisors:
- Identify and set appointments with potential clients.
- Meet with current and prospective clients to assess their financial needs.
- Develop customized financial plans to address each of their clients’ desired goals.
- Maintain strong relationships with clients, helping them track their progress over time.
- Provide ongoing consultation and support.
TFA differs from other firms for many reasons, but our 'google meets wall street’ culture really sets us apart from the rest. Our fun, fast paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in providing comprehensive financial planning and wealth management services to help our clients realize their dreams.
Features of this position:
- One-on-one training from seasoned leaders in the local financial planning industry include:
- Financial planning, analyzing investment portfolios, portfolio management & 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 most of their compensation coming from their individual results.
- Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities).
Job Requirements:
- Currently holds or working on a bachelor’s degree in business or industry-related field.
- Ability to obtain series licenses.
- Must be a U.S. or Permanent Resident.
Salary : $100,000