Financial Advisor/Wealth Manager - Wilmington

Overview

Tristate Financial Advisors, an FFA company, supports professionals in building their own financial success by helping clients pursue theirs. Prior finance experience is not required to join our team. We seek energetic individuals with strong interpersonal skills, a solid work ethic, and an entrepreneurial mindset. Comprehensive training, robust resources, and strong support are provided to help you exceed your own expectations.

We have reimagined the way financial guidance is delivered. Our approach offers clients greater confidence in planning for their futures by addressing a broader view of their professional and financial realities, not just personal finances. Daily activities include identifying potential clients, meeting with them to assess needs, creating tailored financial plans, maintaining ongoing client relationships, and delivering continuous guidance.

Our culture blends innovation with practical, results-driven thinking. The environment is fast paced yet relaxed, focused on serving working-class clients with full-spectrum financial planning and wealth management to help them achieve their goals.

What you'll do

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

Training and growth opportunities

• One-on-one coaching from experienced leaders in the local financial planning community
• A comprehensive training program covering financial planning, portfolio analysis and management, marketing techniques, consultative selling, client service, and regulatory compliance
• Uncapped earning potential with first-year earnings often reaching $100,000 or more, with compensation largely tied to results
• Clear career progression paths within the company, including leadership opportunities such as District Manager, Field Vice President, and other roles

Job Requirements

• Associate’s degree in business or a related field
• Must obtain the appropriate series licenses and qualify to become a Financial Advisor before starting in office
• Must be a U.S. citizen or a permanent resident
• Willing to work in the office

Compensation and Benefits

Compensation is provided after licenses and qualifications to be a Financial Advisor are met. The average first-year earnings for a Financial Advisor exceed $70,000, with top earners surpassing $100,000.

• Health insurance
• Life insurance
• Retirement plan

Job Details

• Job Type: Full-time
• Work Location: In person, Wilmington, Delaware

Learn more

Website: http://www.tristatefa.com