Financial Advisor/Wealth Manager - Philadelphia, PA jobs in United States
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Tristate Financial Advisors · 1 day ago

Financial Advisor/Wealth Manager - Philadelphia, PA

positionPhiladelphia, PA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$70K/yr - $100K/yr

Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. The role involves identifying potential clients, assessing their financial needs, developing customized financial plans, and providing ongoing consultation and support.

AdviceFinancial ServicesRetirementWealth Management
badNo H1BnoteU.S. Citizen Onlynote
Hiring Manager
Jason Mickool
linkedin

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

Financial planningClient serviceConsultative sellingRegulatory complianceMarketing techniquesPeople skillsEntrepreneurial spiritWork ethic

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 – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities.

Company

Tristate Financial Advisors

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Tristate Financial Advisors provides financial planning and wealth management services in the Tristate Area.
dateFounded in 2018
location
Philadelphia, Pennsylvania, USA
people-size201-500 employees
web-link
https://www.tristatefa.com

Funding

Current Stage
Growth Stage
Company data provided by crunchbase