Independent-Style Financial Advisor | 4% 401(k) Match + Pensions

Prudential Financial

Ames (IA)

On-site

USD 60,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Medical insurance
Vision insurance
401(k)
Pension plan
Disability insurance

Job summary

A leading financial services company in Ames, IA is seeking an experienced Financial Advisor to service an existing book of clients. You will have access to multiple lead programs, retirement benefits, and practice building support. Candidates must have Series 6 and 63 licenses, and insurance license, with at least three years of industry experience. This full-time role offers the independence of an advisor with the benefits of being an employee.

Qualifications

  • Experience in providing financial advice and building client relationships.
  • Knowledge of insurance and securities products.

Responsibilities

  • Service an existing book of business upon hire.
  • Build a strong client base with referral programs.
  • Create client solutions without proprietary product sales requirements.

Skills

Series 6 and 63
Insurance license
Three or more years of industry experience

Job description

A leading financial services company in Ames, IA is seeking an experienced Financial Advisor to service an existing book of clients. You will have access to multiple lead programs, retirement benefits, and practice building support. Candidates must have Series 6 and 63 licenses, and insurance license, with at least three years of industry experience. This full-time role offers the independence of an advisor with the benefits of being an employee.
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