Sales Representative - Financial Services

Tristate Financial Advisors

Job Description

Ready to launch a career with no income ceiling? Tristate Financial Advisors is hiring driven, people-focused sales pros to become licensed financial advisors. No finance background and no college degree required. If you can build trust and ask for the business, we'll teach you the rest.

What you'll get

One-on-one mentoring from experienced advisors
Comprehensive training in financial planning, portfolio analysis, consultative selling, client service, and compliance
Uncapped earning potential
Opportunity to participate in our Executive Leadership Development Program
Fast-paced, high-energy "Google meets Wall Street" culture
Licensing support

What you'll do

Identify and set appointments with potential clients
Meet with clients to assess their financial needs and goals
Develop customized financial plans
Build lasting relationships and track client progress over time

What we're looking for

Strong communicators who build rapport quickly
Competitive, coachable, and entrepreneurial
Internships, athletics, leadership roles, or sales and customer service experience are a plus

Requirements

U.S. citizen or permanent resident
Willing to work in office

Check us out at

Apply

Vacancy posted 3 days ago

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