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Tristate Financial Advisors · Charlotte, North Carolina
Great at sales but tired of hitting an income ceiling? Tristate Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors. No finance background and no college degree required. If you can build trust and ask for the business, we'll teach you the rest.
What you'll get
Comprehensive training in financial planning, portfolio analysis, consultative selling, client service, and compliance
Uncapped earning potential
Opportunity to participate in our Executive Leadership Development Program
Fast-paced, high-energy "Google meets Wall Street" culture
Identify and set appointments with potential clients
Meet with clients to assess their financial needs and goals
Develop customized financial plans
Build lasting relationships and track client progress over time
What we're looking for
Strong communicators who build rapport quickly
Competitive, coachable, and entrepreneurial
Internships, athletics, leadership roles, or sales and customer service experience are a plus
U.S. citizen or permanent resident
Willing to work in office
Check us out at
www.tristatefa.com
Learn About Our Company’s Mission
here
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Details
| Company | Tristate Financial Advisors |
| Location | Charlotte, North Carolina |
| Type | FULL TIME |
| Niche | Full-time |