Independent Financial Advisor – Grow Your Client Base

Tri-State Wealth Advisors of Prudential Advisors; Wheeling (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Independent platform access

Referral programs

No proprietary sales

Benefitable compensation

Employee benefits

Retirement plans

Job summary

Tri-State Wealth Advisors of Prudential Advisors in Wheeling, IL seeks an experienced investment professional to deliver personalized financial planning, prepare plans, and cross-check accuracy to help clients reach long-term goals.

You will support investment professionals in cultivating client relationships, leverage Prudential's independent platform, access strong referral programs, and build a robust book of business with competitive, benefitable compensation and comprehensive benefits.

Qualifications

• Bachelor's degree in Finance or related field.
• 5+ years' 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

Job description

Tri-State Wealth Advisors of Prudential Advisors in Wheeling, IL seeks an experienced investment professional to deliver personalized financial planning, prepare plans, and cross-check accuracy to help clients reach long-term goals.

You will support investment professionals in cultivating client relationships, leverage Prudential's independent platform, access strong referral programs, and build a robust book of business with competitive, benefitable compensation and comprehensive benefits.