Independent Financial Advisor: Build Plans & Client Relationships

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

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