Financial Advisor at Tristate Financial Advisors · Chattanooga, TN · Joined
TA
Financial Advisor
Tristate Financial Advisors · Chattanooga, TN · Just now · 0 applicants
NewOn-siteFull-timeJunior
Pay
Pay not listed
Workplace
On-site
Job type
Full-time
Level
Junior
Source: jobright · Posted by joined-scrapper
About the role
Tristate Financial Advisors is hiring entry-level, people-focused sales professionals to train as licensed financial advisors, responsible for client acquisition, financial needs assessment, and long-term relationship management in Chattanooga.
What you’ll do
Identify prospective clients
Assess clients' financial needs
Develop customized financial plans
Maintain long-term client relationships
Undergo training to become a licensed financial advisor
What you’ll need
U.S. citizen or permanent resident
Strong communication skills
Ability to build rapport quickly
Competitive and coachable
Entrepreneurial mindset
Original job description
Tristate Financial Advisors is hiring and training people-focused sales professionals to become licensed financial advisors. The role involves identifying prospective clients, assessing their financial needs, developing customized plans, and maintaining client relationships over time.Strong communicators who build rapport quicklyCompetitive, coachable,…