EXPERIENCED FINANCIAL ADVISOR

Tri-State Wealth Advisors of Prudential Advisors; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Full medical and dental benefits

Open-architecture platform access

Exceptional referral programs

Job summary

Tri-State Wealth Advisors of Prudential Advisors seeks a seasoned professional to deliver tailored investment solutions and comprehensive financial plans. You will ensure accuracy of plans and support investment professionals in nurturing client relationships.

Ideal candidates have a finance background with multiple years in the investment industry, strong interpersonal skills, and a drive to grow a robust book of business within Prudential's framework.

Qualifications

• Bachelor's degree in Finance or related field.
• 5+ years' of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Skills

Interpersonal skills

Investment industry experience

Financial planning knowledge

Education

Bachelor's degree in Finance or related field

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills

This position will offer:

• The ability to work with an existing client base lead
• Access to LPL Financials' full open-architecture independent platform
• The ability to build a strong book of business with Prudential's exceptional referral programs
• The opportunity to create client solutions without proprietary product sales requirements
• Compensation that is 100% benefitable, regardless of the product or company you sell
• The look and feel of an independent advisor-with the benefits of being an employee
• Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan, plus full medical and dental benefits