Independent Financial Advisor: Grow Your Client Book

Tri-State Wealth Advisors of Prudential Advisors; Madison (WI); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

401(k) with 4% match

Pension plan

Medical benefits

Dental benefits

Independent platform access

Job summary

Tri-State Wealth Advisors of Prudential Advisors is seeking an experienced financial professional in Madison, WI to deliver personalized investment solutions and comprehensive financial plans, ensuring accuracy and compliance.

You will support investment professionals, build strong client relationships, and help grow a robust book of business using Prudential's referral network and LPL Financials' platform.

Qualifications

• Bachelor's degree in Finance or related field required.
• 5+ years of industry experience required.
• Strong understanding of the investment business and client relationships.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Skills

Interpersonal skills

Client relationship development

Financial planning

Attention to detail

Education

Bachelor's degree in Finance or related field

Tools

LPL Financial platform

Independent platform

Job description

Tri-State Wealth Advisors of Prudential Advisors is seeking an experienced financial professional in Madison, WI to deliver personalized investment solutions and comprehensive financial plans, ensuring accuracy and compliance.

You will support investment professionals, build strong client relationships, and help grow a robust book of business using Prudential's referral network and LPL Financials' platform.