Financial Advisor

Prudential Financial; Helena (MT); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Exceptional referral programs

Job summary

A financial advisory firm in Helena is seeking an experienced financial professional to manage existing client relationships and build a strong client base. The role offers independence alongside employee benefits and a variety of retirement programs. Essential qualifications include a Series 7 and 66 license and at least three years of investment sales experience.

Qualifications

• Series 7 and 66 (63/65) required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Service existing clients effectively.
• Build a strong client base through referrals.
• Create client solutions without proprietary product limitations.
• Benefit: compensation that is 100% benefitable irrespective of product sales.
• Enjoy the look and feel of an independent advisor with employee benefits.

Skills

Client relationship management

Investment sales experience

Three or more years of investmentsales

Job description

Overview

Prudential Advisors is looking for an experienced financial professional in the Helena area that is interested in working with Prudential's existing client base. This position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:

• The ability to service existing clients
• The ability to build a strong client base 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

Requirements

• Series 7 and 66 (63/65) required
• Insurance license required
• Three or more years of investment sales experience

Contact

If you'd like to learn more, please call 612.799.4754 or email [e-mail]. Feel free to forward this message to anyone in your network who might have interest. Thank you!

Job details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales