Only 24h Left: Financial Advisor/Wealth Manager - Charlotte

Company: Tristate Financial Advisors
Location: Charlotte
Posted on: July 17, 2025

Job Description:

Tristate Financial Advisors (An FFA Company) provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best. Being a Tristate financial advisor requires a contemporary way of thinking and doing. At TFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession. On a daily basis, our advisors: Identify and set appointments with potential clientsMeet with clients to assess their financial needsDevelop customized financial plans to address each of the clients desired goalsMaintain strong relationship with clients, helping them track their progress over timeProvide ongoing consultation and support TFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams. Some features of this position include: One-on-one training from seasoned leaders in the local financial planning industryA comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory complianceUncapped earning potential – advisors can make $100,000 in their first year; advisors must be comfortable with the majority of their compensation coming from their resultsSignificant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities) Job Requirements: Associate’s degree in business or industry-related fieldMust obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in officeMust be a or Permanent ResidentWilling to work in office *Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000. Visit our website at

Keywords: Tristate Financial Advisors, Rock Hill , Only 24h Left: Financial Advisor/Wealth Manager - Charlotte, Accounting, Auditing , Charlotte, South Carolina