Independent Financial Advisor — Build Your Book & Solutions

Tri-State Wealth Advisors of Prudential Advisors; West Chicago (IL); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Open-architecture platform

Independent employee feel

Benefitable compensation

401(k) match

Health and dental benefits

Job summary

Tri-State Wealth Advisors of Prudential Advisors is seeking an experienced financial planner to deliver personalized investment solutions and develop comprehensive financial plans. The ideal candidate will cross-check plans for accuracy and collaborate with investment professionals to serve an existing client base.

The role emphasizes independent client solutions within a framework of open architecture platforms and strong referral programs, offering a full suite of retirement and benefits

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

Job description

Tri-State Wealth Advisors of Prudential Advisors is seeking an experienced financial planner to deliver personalized investment solutions and develop comprehensive financial plans. The ideal candidate will cross-check plans for accuracy and collaborate with investment professionals to serve an existing client base.

The role emphasizes independent client solutions within a framework of open architecture platforms and strong referral programs, offering a full suite of retirement and benefits