Independent-Platform Financial Advisor: Grow Your Book

Prudential Advisors; Minnesota; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Full medical and dental benefits

Independent platform access

Exceptional referral programs

Job summary

A financial services firm in Minnesota is seeking an experienced Financial Advisor/Financial Planner to deliver personalized investment solutions for clients. The ideal candidate will prepare financial plans, offer comprehensive support, and possess strong communication skills. This position provides benefits including a 401(k) with match, cash balance pension plan, and a generous payout structure. Candidates must hold appropriate licenses and bring a minimum of 3-5 years of industry experience.

Qualifications

• Minimum 3‑5+ years of industry experience.
• Must hold current licensing (Life + 6/7 + 63/65‑66) or equivalent.
• Strong understanding of the investment business.

Responsibilities

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

Skills

Interpersonal skills

Communication skills

Investment understanding

Education

Bachelor’s degree in finance or related field

Job description

A financial services firm in Minnesota is seeking an experienced Financial Advisor/Financial Planner to deliver personalized investment solutions for clients. The ideal candidate will prepare financial plans, offer comprehensive support, and possess strong communication skills. This position provides benefits including a 401(k) with match, cash balance pension plan, and a generous payout structure. Candidates must hold appropriate licenses and bring a minimum of 3-5 years of industry experience.