Tristate Financial Advisors, an FFA company, enables you to build personal financial success by helping clients reach their own goals. Prior finance experience is not required to join the team, but you should bring energy, strong interpersonal skills, a solid work ethic, and an entrepreneurial mindset. We provide extensive training, resources, and support to help you outperform your own expectations.

Overview of the role

As a modern financial advisor, you will embrace a progressive approach to financial guidance. We have reinvented traditional advice to offer clients a higher level of confidence in their futures. Our focus extends beyond the typical scope by considering the client’s professional life as part of their overall financial picture.

Responsibilities

Identify potential clients and schedule appointments
Meet with clients to assess financial needs
Develop customized financial plans aligned with client goals
Maintain strong client relationships and monitor progress over time
Provide ongoing consultation and support

Culture and approach

We foster a culture described as a blend of Google and Wall Street. The environment is energetic and fast paced while remaining accessible, supporting rapid growth. We serve working-class individuals with comprehensive financial planning and wealth management to help them realize their aspirations.

What this role offers

One-on-one training from experienced local leaders in financial planning
A comprehensive training program covering financial planning, portfolio analysis, management, portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential with the possibility to reach $100,000+ in the first year; compensation is largely performance-based
Opportunities for substantial career growth within the company, including a leadership track with roles such as District Manager and Field Vice President

Requirements and qualifications

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
U.S. citizen or Permanent Resident
Willing to work in the office

Compensation and benefits

Average first-year earnings exceed $70,000, with top earners surpassing $100,000
Compensation is provided after completing the necessary licenses and qualifications to become a Financial Advisor
Benefits include health insurance, life insurance, and a retirement plan

Location and work setup

Location: Nashville, TN 37217
Work Location: In person
Job Type: Full-time

More information

Visit our website for additional details: tristatefa.com

Financial Advisor/Wealth Manager - Nashville

Job Description