Financial Advisor - Grow Your Client Book on Open Platform

Prudential Financial; Okoboji (IA); On-site; USD 60,000 - 90,000; Full time

Job summary

A national financial services firm in Okoboji is seeking an experienced financial professional to manage an existing client base. You will build a strong client network leveraging various referral programs while ensuring a high-quality experience for clients. Candidates must hold necessary financial licenses and have at least three years of industry experience. This full-time role offers comprehensive support to ease your transition into the firm.

Qualifications

• Series 6 and 63 required; Series 7 and 66 preferred.
• Insurance license required.
• Three or more years of industry experience.
• Legally authorized to work in the United States.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base leveraging provided referral programs.
• Deliver a high-quality client experience.

Skills

Client relationship management

Financial analysis

Sales techniques

Job description

A national financial services firm in Okoboji is seeking an experienced financial professional to manage an existing client base. You will build a strong client network leveraging various referral programs while ensuring a high-quality experience for clients. Candidates must hold necessary financial licenses and have at least three years of industry experience. This full-time role offers comprehensive support to ease your transition into the firm.