Financial Advisor/Wealth Manager

At Tristate Financial Advisors, onsite in Chattanooga, Tennessee, you’ll start with a robust onboarding program and one-on-one coaching in wealth management. The role centers on meeting clients, assessing financial needs, and designing personalized plans, with ongoing guidance and a clear path to leadership roles. Expect comprehensive training, a collaborative culture, and a compensation package that rewards performance.

Benefits

• Health insurance
• Life insurance
• Retirement plan

Compensation and growth

The position offers a base salary range of USD 70,000 to 100,000 per year, with uncapped earning potential driven by results. Advisors can earn $100,000+ in their first year, and a significant portion of pay is tied to performance. The company supports substantial career growth through structured development programs.

Training, onboarding and career advancement

• One-on-one training from seasoned leaders in the local financial planning industry
• A comprehensive program covering financial planning, portfolio analysis, management and recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
• Significant career growth opportunities within the organization, including a leadership track with roles such as District Manager and Field Vice President

Responsibilities

• Identify and schedule appointments with potential clients
• Meet with clients to assess their financial needs
• Develop customized financial plans aligned with each client's goals
• Maintain strong client relationships and help clients track progress over time
• Provide ongoing consultation and support

Requirements

• Associate’s degree in business or an industry-related field
• Must obtain series licenses and qualify to be approved as a Financial Advisor prior to starting on site
• Must be a U.S. or permanent resident
• Willingness to work on-site