Tristate Financial Advisors · 18 hours ago
Financial Advisor
Nashville, TN
Full-time
Onsite
New Grad, Entry Level**Tristate **Financial Advisors (TFA) provides the ability to create your own financial success by helping clients enjoy their own. The Financial Advisor role involves identifying potential clients, assessing their financial needs, and developing customized financial plans while maintaining strong client relationships.
AdviceFinancial ServicesRetirementWealth Management
No H1B
Hiring Manager
Wyatt Buller
Responsibilities
Identify and set appointments with potential clients
Meet with current and prospective clients to assess their financial needs
Develop customized financial plans to address each of their clients’ desired goals
Maintain strong relationships with clients, helping them track their progress over time
Provide ongoing consultation and support
Qualification
Required
Currently holds or working on a bachelor's degree in business or industry-related field
Ability to obtain series licenses
Must be a U.S. or Permanent Resident
Preferred
Previous finance experience isn't required to join our team; however, the ability to quickly pick up on market trends, great people skills, a strong work ethic, and an entrepreneurial spirit are certainly prerequisites to excel in this career
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