Financial Advisor/Wealth Manager - Chicago, IL jobs in United States
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Tristate Financial Advisors ยท 3 weeks ago

Financial Advisor/Wealth Manager - Chicago, IL

positionChicago, IL
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$70K/yr - $100K/yr

Tristate Financial Advisors is a firm that focuses on helping clients achieve financial success through innovative financial planning. The role of a financial advisor involves meeting with clients, assessing their financial needs, and developing customized financial plans to help them achieve their goals.

AdviceFinancial ServicesRetirementWealth Management
badNo H1BnoteU.S. Citizen Onlynote
Hiring Manager
Jason Mickool
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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

Qualification

Financial planningClient serviceConsultative sellingRegulatory complianceMarketing techniquesPeople skillsEntrepreneurial spiritWork ethic

Required

Associate's degree in business or industry-related field
Must obtain series licenses and qualified 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

Company

Tristate Financial Advisors

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Tristate Financial Advisors provides financial planning and wealth management services in the Tristate Area.
dateFounded in 2018
location
Philadelphia, Pennsylvania, USA
people-size201-500 employees
web-link
https://www.tristatefa.com

Funding

Current Stage
Growth Stage
Company data provided by crunchbase