Financial Advisor/Wealth Manager - Charleston

Overview

Tristate Financial Advisors, an FFA company, supports your path to financial success by helping clients achieve their own goals. Prior experience in finance is not required; what matters is energy, strong people skills, a solid work ethic, and an entrepreneurial mindset. We provide extensive training, resources, and the backing you need to exceed your own expectations.

Our approach

We emphasize a modern approach to financial guidance. Our objective is to offer clients a new level of confidence for their futures. Rather than focusing solely on personal finances, we consider the client’s professional life as part of their overall financial picture.

Daily responsibilities

• Identify and set appointments with prospective clients
• Meet with clients to assess their financial needs
• Develop customized financial plans to address clients' goals
• Maintain strong client relationships and track progress over time
• Provide ongoing consultation and support

What sets us apart

Our culture blends a dynamic, fast-paced environment with a relaxed, approachable atmosphere. We have grown quickly by serving working-class clients with comprehensive financial planning and wealth management to help them realize their dreams.

Position highlights

• One-on-one training from experienced local leaders in financial planning
• A comprehensive program covering financial planning, portfolio analysis and management, portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
• Uncapped earning potential with six-figure first-year earnings possible; compensation largely derived from results
• Significant career growth opportunities within the company, including a leadership program with roles such as District Manager and Field Vice President

Job requirements

• Associate’s degree in business or a related field
• Must obtain Series licenses and qualify to be approved as a Financial Advisor before starting in office
• Must be a U.S. citizen or Permanent Resident
• Willing to work in the office

Compensation and timing

Compensation is provided after license attainment and qualification. The average earnings for a first-year Financial Advisor exceed $70,000, with top earners surpassing $100,000.

Location and employment type

Location: Mount Pleasant, South Carolina 29464. Work is in person, full-time.

How to apply

Visit our website for more information: http://www.tristatefa.com