Financial Advisor/Wealth Manager
Tristate Financial Advisors
Charlotte, NCFresher3d agovia LinkedIn
This job at a glance
- Who can apply
- New grads, no experience needed
- Must know
- Customer serviceMarketing
- Work
- On-site in Charlotte
- Pay
- Not stated by the employer.
- Listed
- Nov 2, 2026 · still open
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About the Role
Tristate Financial Advisors is looking for individuals with energy, great people skills, a strong work ethic, and an entrepreneurial spirit to join their team. Prior finance experience is not required. The role involves creating financial success for clients by helping them enjoy their own financial futures.
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
Features of the Position
- One-on-one training from seasoned leaders in the local financial planning industry
- 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; compensation is results-based.
- Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities).
Requirements & Tech Stack
- Associate’s degree in business or industry-related field
- Must obtain series licenses and qualify to be approved as a Financial Advisor prior to starting in office
- Must be a U.S. or Permanent Resident
- Willingness to work in office
Note: Compensation will be provided after completion of licenses and qualifications are met for being a Financial Advisor.