EXPERIENCED FINANCIAL ADVISOR

Tri-State Wealth Advisors of Prudential Advisors; Wisconsin; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Full medical and dental benefits

401(k) match

Medical & dental benefits

Job summary

Tri-State Wealth Advisors of Prudential Advisors in Wisconsin seeks an experienced financial advisor to deliver personalized investment solutions and assist clients in achieving their long-term financial goals.

The role involves providing financial planning support, cultivating client relationships, and ensuring the accuracy of financial plans. This position offers an independent advisor feel with the benefits of being an employee, including three retirement programs and comprehensive health benefits.

Qualifications

• 5+ years' of 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

Financial planning

Investment acumen

Financial planning

Education

Bachelor's degree in Finance or related field

5+ years of industry experience

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