Financial Advisor/Wealth Manager
Tristate Financial Advisors
Philadelphia, PAFresher4h agovia LinkedIn
This job at a glance
- Who can apply
- New grads, no experience needed
- Must know
- MarketingCustomer service
- Work
- On-site in Philadelphia
- Pay
- Not stated by the employer.
- Listed
- Nov 3, 2026 · still open
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About the Role
Tristate Financial Advisors is a fast-growing firm specializing in comprehensive financial planning and wealth management services. We offer a unique culture that combines 'google meets wall street' with a fun, fast-paced, yet laid-back mentality.
Key Responsibilities
- Identify and set appointments with potential clients
- 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
- Provide ongoing consultation and support
Training and Support
- One-on-one training from seasoned leaders in the local financial planning industry
- Comprehensive training program covering:
- Financial planning
- Analyzing investment portfolios
- Management
- Portfolio recommendations
- Marketing techniques
- Consultative selling
- Client service
- Regulatory compliance
Compensation & Growth
- Uncapped earning potential; advisors can make $100,000+ in their first year.
- Comfort with performance-based compensation is expected.
- Significant career growth opportunities, including a leadership program (District Manager, Field Vice President, and other opportunities).
Requirements & Tech Stack
No prior finance experience is required, but energy, great people skills, a strong work ethic, and an entrepreneurial spirit are essential.
Qualifications
- Associate’s degree in business or industry-related field
- Must obtain series licenses and be qualified to be approved as a Financial Advisor prior to starting
- Must be a U.S. Citizen or Permanent Resident
- Willing to work in office