EXPERIENCED FINANCIAL ADVISOR

Tri-State Wealth Advisors of Prudential Advisors; Green Bay (WI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) with a 4% match

Cash balance pension plan

Full medical benefits

Dental benefits

Job summary

Tri-State Wealth Advisors of Prudential Advisors in Green Bay, Wisconsin, is seeking a dedicated individual to deliver personalized investment solutions for achieving clients' long-term financial goals. The position involves supporting financial planning and ensuring the accuracy of financial plans.

The ideal candidate will have a Bachelor's degree in Finance or a related field, along with 5+ years of industry experience. Join us to enjoy the benefits of being an independent advisor while having the support of an established firm.

Qualifications

• 5+ years of industry experience in finance.
• Strong understanding of the investment business.
• Excellent interpersonal skills to work with clients.

Responsibilities

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

Skills

Interpersonal skills

Financial planning

Investment understanding

Education

Bachelor's degree in Finance or related field

Job description

Overview

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