Financial Advisor/Wealth Manager -- Philadelphia

Job description: Prior finance experience is not required to Tristate Financial Advisors.

Hours: 9:00am- 5:00- 5:00pm M-F; 40 Hours/ week

This role requires a contemporary way of thinking and doing. At TFA, we've completely reinvented the concept of financial advice to provide our clients with a whole new level of expertise.

On a daily basis, our advisors:

Meet with clients to assess their financial needs

Develop customized financial plans to address each of the clients desired goals

Maintain strong relationships with clients, helping them track their progress over time

Identify and set appointments with potential clients

Provide ongoing consultation and support

Some features of this position 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)

One on one training from seasoned leaders in the financial planning industry

Job Requirements:

Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office

Must be a U.S. or Permanent Resident

Must be willing to work onsite; this is not a remote position

Associate degree in business or related industry is essential

Compensation will be provided after completion of licenses and all other qualifications are met for being a Financial Advisor.

Average earnings of a first-year Financial Advisor exceed $50,000 with top earners making an excess of $100,000.

Phila.BST

Tristate Financial Advisors

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