EXPERIENCED FINANCIAL ADVISOR

Tri-State Wealth Advisors of Prudential Advisors; Oak Brook (IL); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

401(k) match

Cash balance pension

Pension enhancement plan

Medical and dental benefits

Open-architecture platform access

Strong referral programs

Job summary

Tri-State Wealth Advisors of Prudential Advisors is seeking a seasoned financial advisor to deliver tailored investment solutions and comprehensive financial planning. The role emphasizes accuracy, client education, and long-term planning with an established client base in a collaborative environment.

The ideal candidate will have a finance degree and multiple years of industry experience, with strong investment knowledge and excellent interpersonal skills to build lasting client relationships

Qualifications

• Bachelor's degree in Finance or related field required.
• 5+ years of industry experience preferred.
• Strong understanding of the investment business required.
• Excellent interpersonal skills required.

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 knowledge

Financial planning

Client relationship building

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