EXPERIENCED FINANCIAL ADVISOR

Prudential Financial; Illinois; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with a 4% match

Full medical and dental benefits

Cash balance pension plan

Pension enhancement plan

Independent platform access

Strong referral programs

Job summary

A leading financial services firm in Illinois is looking for experienced professionals to deliver personalized investment solutions and support clients in achieving their financial goals. This role requires excellent interpersonal skills and a strong understanding of the investment business. Candidates should possess a Bachelor's degree in Finance and have 5+ years of industry experience. You'll work closely with existing clients, leveraging exceptional referral programs, and enjoy a comprehensive benefits package including retirement plans and full medical coverage.

Qualifications

• 5+ years' of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills and strong investment knowledge.

Responsibilities

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

Skills

Financial planning support

Interpersonal skills

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