Financial Advisor - Client Growth & Benefits

Prudential Financial; Billings (MT); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Job summary

A leading financial services company is seeking an experienced financial professional in Billings to manage existing clients and build a new client base. The ideal candidate must have at least three years of sales experience and the required licenses. This full-time role provides the benefits of being an employee while allowing for independence in creating client solutions. Attractive retirement programs are offered.

Qualifications

• Series 6 and 63 required; Series 7 and 66 preferred.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Service existing clients and build a strong client base.
• Create client solutions without proprietary products.
• Leverage referral programs to grow the business.

Skills

Investment sales experience

Client relationship management

Financial planning

Job description

A leading financial services company is seeking an experienced financial professional in Billings to manage existing clients and build a new client base. The ideal candidate must have at least three years of sales experience and the required licenses. This full-time role provides the benefits of being an employee while allowing for independence in creating client solutions. Attractive retirement programs are offered.