Financial Advisor

Prudential Financial; Missoula (MT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Job summary

A financial services firm in Missoula is seeking an experienced financial professional to service existing clients and build a strong client base. This full-time position offers the autonomy of an independent advisor combined with employee benefits. Candidates should have a Series 7 and 66 license and three or more years of investment sales experience. Competitive compensation and retirement benefits are included.

Qualifications

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

Responsibilities

• Service existing clients and grow client base.
• Create client solutions without proprietary products.
• Utilize referral programs for client acquisition.

Skills

Investment sales experience

Client relationship management

Financial solutions knowledge

Job description

Overview

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

The 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 products
• 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

How to learn more / How to apply

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

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales