Tristate Financial Advisors ยท 21 hours ago
Financial Advisor
Chicago, IL
Full-time
Onsite
Mid Level**Tristate **Financial Advisors is a leading comprehensive financial and wealth management firm dedicated to meeting the unique financial needs of clients. The Financial Advisor will be responsible for assisting clients with financial planning, investment strategies, retirement planning, and wealth management.
AdviceFinancial ServicesRetirementWealth Management
Hiring Manager
Sam Dhungel
Responsibilities
Assisting clients with financial planning
Investment strategies
Retirement planning
Wealth management
Assessing clients' financial needs
Creating personalized financial plans
Recommending investment options
Ensuring long-term financial growth for clients
Working closely with clients to help them achieve their short-term and long-term financial goals
Qualification
Required
Proficiency in Financial Planning and Retirement Planning
Strong understanding of Finance and Investments
Skills in Financial Advisory and Wealth Management techniques
Excellent interpersonal, analytical, and communication skills
Ability to build trust and maintain long-term client relationships
Bachelor's degree in Finance, Economics, or a related field
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