Financial Advisor

Tristate Financial Advisors, a branch of Florida Financial Advisors, is a leading comprehensive financial and wealth management firm dedicated to meeting the unique financial needs of clients. With a personalized and holistic approach, we help households navigate their financial strategies to realize their dreams, whether that involves family plans, major purchases, or business ventures. Our services also focus on optimizing clients' financial futures by factoring in their career benefits.

With offices across the United States, Tristate Financial Advisors is committed to supporting clients on their financial journeys.

This is a full-time, on-site role located in Chicago, IL, for a Financial Advisor. The Financial Advisor will be responsible for assisting clients with financial planning, investment strategies, retirement planning, and wealth management. Key tasks include assessing clients' financial needs, creating personalized financial plans, recommending investment options, and ensuring long-term financial growth for clients. Advisors will work closely with clients to help them achieve their short-term and long-term financial goals.

• Proficiency in Financial Planning and Retirement Planning
• Strong understanding of Finance and Investments
• Skills in Financial Advisory and Wealth Management techniques
• Excellent interpersonal, analytical, and communication skills
• Ability to build trust and maintain long-term client relationships
• Bachelor's degree in Finance, Economics, or a related field