EXPERIENCED FINANCIAL ADVISOR

Tri-State Wealth Advisors of Prudential Advisors; West Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Client base access

Open-architecture platform

Referral programs

Independent feel

100% benefitable comp

Employee benefits

401(k) match

Medical and dental

Job summary

Tri-State Wealth Advisors of Prudential Advisors is seeking an experienced professional to deliver personalized investment solutions and create comprehensive financial plans for clients. The ideal candidate will cross-check work for accuracy and help cross-sell to existing clients.

Responsibilities include providing financial planning support, assisting investment professionals to build relationships, and preparing plans with rigorous accuracy.

Qualifications

• Bachelor's degree in Finance or related field is required.
• 5+ years of industry experience is 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

Industry experience

Financial planning

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