Financial Advisor

Tristate Financial Advisors in Chattanooga, TN is seeking a Financial Advisor to meet clients, assess financial needs, and develop tailored financial plans with ongoing guidance.

Responsibilities

• Identify and schedule appointments with potential clients to build the client base.
• Meet with clients to evaluate financial needs and gather relevant information.
• Create customized financial plans designed to help clients achieve their stated goals.
• Foster strong ongoing relationships, helping clients monitor progress and adjust plans as needed over time.
• Provide continuing consultation and support to ensure plans stay aligned with client objectives.

Requirements

• Associate’s degree in business or an industry-related field.
• Must obtain series licenses and qualify to be approved as a Financial Advisor before starting in the office.
• U.S. citizen or Permanent Resident status required.
• Willingness to work on-site in the Chattanooga office.

Benefits

• Health insurance
• Life insurance
• Retirement plan

What you’ll get

• One-on-one training from seasoned leaders in the local financial planning industry.
• A comprehensive training curriculum covering financial planning, investment portfolio analysis, management, portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance.
• Uncapped earning potential with the possibility of earning $100,000+ in the first year; compensation is heavily tied to performance.
• Strong avenues for career advancement within the firm, including a leadership program with roles such as District Manager and Field Vice President, among other opportunities.

Job Details

• Salary: USD 70,000 - 100,000 per year
• Location: Chattanooga, TN (onsite)
• Job Type: Full-time
• Work Location: In person