Independent Financial Advisor: Build Your Client Base

Tri-State Wealth Advisors of Prudential Advisors; Oak Brook (IL); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

401(k) match

Cash balance pension

Pension enhancement plan

Medical and dental benefits

Open-architecture platform access

Strong referral programs

Job summary

Tri-State Wealth Advisors of Prudential Advisors is seeking a seasoned financial advisor to deliver tailored investment solutions and comprehensive financial planning. The role emphasizes accuracy, client education, and long-term planning with an established client base in a collaborative environment.

The ideal candidate will have a finance degree and multiple years of industry experience, with strong investment knowledge and excellent interpersonal skills to build lasting client relationships

Qualifications

• Bachelor's degree in Finance or related field required.
• 5+ years of industry experience preferred.
• Strong understanding of the investment business required.
• Excellent interpersonal skills required.

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

Financial planning

Client relationship building

Education

Bachelor's degree in Finance or related field

Job description

Tri-State Wealth Advisors of Prudential Advisors is seeking a seasoned financial advisor to deliver tailored investment solutions and comprehensive financial planning. The role emphasizes accuracy, client education, and long-term planning with an established client base in a collaborative environment.

The ideal candidate will have a finance degree and multiple years of industry experience, with strong investment knowledge and excellent interpersonal skills to build lasting client relationships