This position is no longer accepting applications
Closed on April 21, 2026.
Financial Advisor/Wealth Manager - Charleston
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Job Description
Overview
Tristate Financial Advisors, an FFA company, supports your path to financial success by helping clients achieve their own goals. Prior experience in finance is not required; what matters is energy, strong people skills, a solid work ethic, and an entrepreneurial mindset. We provide extensive training, resources, and the backing you need to exceed your own expectations.
Our approach
We emphasize a modern approach to financial guidance. Our objective is to offer clients a new level of confidence for their futures. Rather than focusing solely on personal finances, we consider the client’s professional life as part of their overall financial picture.
Daily responsibilities
- Identify and set appointments with prospective clients
- Meet with clients to assess their financial needs
- Develop customized financial plans to address clients' goals
- Maintain strong client relationships and track progress over time
- Provide ongoing consultation and support
What sets us apart
Our culture blends a dynamic, fast-paced environment with a relaxed, approachable atmosphere. We have grown quickly by serving working-class clients with comprehensive financial planning and wealth management to help them realize their dreams.
Position highlights
- One-on-one training from experienced local leaders in financial planning
- A comprehensive program covering financial planning, portfolio analysis and management, portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
- Uncapped earning potential with six-figure first-year earnings possible; compensation largely derived from results
- Significant career growth opportunities within the company, including a leadership program with roles such as District Manager and Field Vice President
Job requirements
- Associate’s degree in business or a related field
- Must obtain Series licenses and qualify to be approved as a Financial Advisor before starting in office
- Must be a U.S. citizen or Permanent Resident
- Willing to work in the office
Compensation and timing
Compensation is provided after license attainment and qualification. The average earnings for a first-year Financial Advisor exceed $70,000, with top earners surpassing $100,000.
Location and employment type
Location: Mount Pleasant, South Carolina 29464. Work is in person, full-time.
How to apply
Visit our website for more information: http://www.tristatefa.com
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