EXPERIENCED FINANCIAL ADVISOR

Tri-State Wealth Advisors of Prudential Advisors; Milwaukee (WI); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Full medical and dental benefits

Job summary

Tri-State Wealth Advisors of Prudential Advisors in Milwaukee is seeking a skilled financial planner to deliver personalized investment solutions to clients. The ideal candidate should have at least 5 years of industry experience, a Bachelor's degree in Finance, and excellent interpersonal skills.

This position offers an opportunity to work with an established client base, providing financial planning support while enjoying benefits including retirement plans and medical coverage.

Qualifications

• 5+ years of industry experience.
• Strong understanding of the investment business.

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

Client relationship cultivation

Preparation and accuracy check of financial plans

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