Sales Representative – Financial Services
tristate financial advisorsBethesda (MD)
Sales Representative – Financial Services
Posted 10 days ago
tristate financial advisorsBethesda (MD)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice
SENIORITY
Junior
About the role
Great at sales but tired of hitting an 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
- Learn About Our Company’s Mission here
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.