Tristate Financial Advisors ยท 5 hours ago
Financial Advisor
Charleston, SC
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $100K/yr**Tristate **Financial Advisors is a company that provides innovative financial advice to help clients achieve their financial goals. The role of a Financial Advisor involves meeting with clients to assess their financial needs and developing customized financial plans while maintaining strong client relationships.
AdviceFinancial ServicesRetirementWealth Management
No H1B
U.S. Citizen Only
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
Required
Associate's degree in business or industry-related field
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
Willing to work in office
Benefits
Health insurance
Life insurance
Retirement plan
Bonus opportunities
Commission pay
Company
Tristate Financial Advisors
Tristate Financial Advisors provides financial planning and wealth management services in the Tristate Area.
Founded in 2018
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase