Financial Advisor/ Wealth Manager, D.C
Tristate Financial Advisors
District of Columbia, United StatesFresher10m agovia LinkedIn
This job at a glance
- Who can apply
- New grads, no experience needed
- Must know
- MarketingCustomer service
- Work
- On-site in District of Columbia
- Pay
- Not stated by the employer.
- Skill demand
- Marketing4%Customer service3%of 102 similar entry-level jobs posted in the US this week
- Listed
- Nov 11, 2026 · still open
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About the Role
Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. TFA has completely reinvented the concept of financial advice to provide clients with a whole new level of relaxation for their futures. TFA specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams. TFA has a "Google meets Wall Street" culture, described as fun, fast-paced, yet laid-back.
Key Responsibilities
- Identify and set appointments with potential clients
- Meet with clients to assess their financial needs
- Develop customized financial plans to address each client's desired goals
- Maintain strong relationships with clients, helping them track their progress over time
- Provide ongoing consultation and support
Training and Development
- One-on-one training from seasoned leaders in the local financial planning industry
- Comprehensive training program including:
- Financial planning
- Analyzing investment portfolios
- Management
- Portfolio recommendations
- Marketing techniques
- Consultative selling
- Client service
- Regulatory compliance
Compensation and Growth
- Uncapped earning potential – advisors can make $100,000+ in their first year.
- Compensation will be given after completion of licenses and qualifications.
- Average earnings of a first-year Financial Advisor exceed $70,000, with top earners making over $100,000.
- Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities).
Requirements & Tech Stack
- You don’t need prior finance experience, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit.
- Must be comfortable with the majority of their compensation coming from their results.
Qualifications
- Associate’s degree in business or an industry-related field
- 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.
- Willing to work in office.