EXPERIENCED FINANCIAL ADVISOR

Tri-State Wealth Advisors of Prudential Advisors; Lisle (IL); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Open-architecture platform access

4% 401(k) match

Cash balance pension plan

Pension enhancement plan

Full medical and dental benefits

Independent-advisor feel with employee

Job summary

Tri-State Wealth Advisors of Prudential Advisors in Lisle, IL seeks a seasoned financial professional to deliver personalized investment solutions and help clients work toward long-term goals.

You will create financial plans, cross-check data for accuracy, and support investment professionals to cultivate relationships. The role includes access to an open-architecture platform and comprehensive retirement benefits. This is a full-time position with strong earning potential based on performance.

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 understanding

Financial planning

Education

Bachelor's degree in Finance or related field

5+ years' of industry experience

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