EXPERIENCED FINANCIAL ADVISOR

Tri-State Wealth Advisors of Prudential Advisors; Wheeling (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Independent platform access

Referral programs

No proprietary sales

Benefitable compensation

Employee benefits

Retirement plans

Job summary

Tri-State Wealth Advisors of Prudential Advisors in Wheeling, IL seeks an experienced investment professional to deliver personalized financial planning, prepare plans, and cross-check accuracy to help clients reach long-term goals.

You will support investment professionals in cultivating client relationships, leverage Prudential's independent platform, access strong referral programs, and build a robust book of business with competitive, benefitable compensation and comprehensive benefits.

Qualifications

• Bachelor's degree in Finance or related field.
• 5+ years' 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 knowledge

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