EXPERIENCED FINANCIAL ADVISOR-CPFA Designation

Tri-State Wealth Advisors of Prudential Advisors; Green Bay (WI); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Full medical and dental benefits

Job summary

Tri-State Wealth Advisors of Prudential Advisors is seeking a seasoned investment advisor to deliver personalized financial plans and investment solutions. The role emphasizes collaboration with investment professionals and the ability to craft comprehensive plans while ensuring precision and compliance.

The ideal candidate has 5+ years of industry experience, a finance-related bachelor’s degree, and excellent interpersonal skills to build and maintain client relationships within a growing

Qualifications

• Bachelor's degree in Finance or related field
• 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

Investment knowledge

Education

Bachelor's degree in Finance or related field

5+ years of industry experience

Strong understanding of the investment business

Excellent interpersonal skills

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