Tristate Financial Advisors · 21 hours ago
Financial Advisor
Nashville, TN
Full-time
Onsite
New Grad, Entry Level**Tristate **Financial Advisors (TFA) is a firm that helps clients achieve financial success through personalized financial planning and wealth management services. The Financial Advisor role involves identifying potential clients, assessing their financial needs, developing customized financial plans, and maintaining strong client relationships.
AdviceFinancial ServicesRetirementWealth Management
No H1B
U.S. Citizen OnlyHiring Manager
Billy Whitaker
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
Benefits
One-on-one training from seasoned leaders in the local financial planning industry
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