Tristate Financial Advisors · 1 week ago
Financial Advisor/Wealth Manager - Wilmington, DE
Wilmington, DE
Full-time
Onsite
New Grad, Entry Level
$70K/yr - $100K/yrTristate Financial Advisors is a company that helps clients create their financial success while providing extensive training and support for new advisors. The role of a financial advisor involves meeting clients, assessing their financial needs, and developing customized financial plans to help them achieve their goals.
AdviceFinancial ServicesRetirementWealth Management
No H1B
U.S. Citizen OnlyHiring Manager
Jason Mickool
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 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
Benefits
One-on-one training from seasoned leaders in the local financial planning industry include
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities.
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