EXPERIENCED FINANCIAL ADVISOR

Tri-State Wealth Advisors of Prudential Advisors; Madison (WI); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

401(k) with 4% match

Pension plan

Medical benefits

Dental benefits

Independent platform access

Job summary

Tri-State Wealth Advisors of Prudential Advisors is seeking an experienced financial professional in Madison, WI to deliver personalized investment solutions and comprehensive financial plans, ensuring accuracy and compliance.

You will support investment professionals, build strong client relationships, and help grow a robust book of business using Prudential's referral network and LPL Financials' platform.

Qualifications

• Bachelor's degree in Finance or related field required.
• 5+ years of industry experience required.
• Strong understanding of the investment business and client relationships.

Responsibilities

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

Skills

Interpersonal skills

Client relationship development

Financial planning

Attention to detail

Education

Bachelor's degree in Finance or related field

Tools

LPL Financial platform

Independent platform

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