Independent-Style Financial Advisor — Build Your Client Book

Tri-State Wealth Advisors of Prudential Advisors; Illinois; On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Open architecture platform

Strong referral programs

Independent look with employee status

100% benefitable compensation

Retirement programs + health benefits

Job summary

Tri-State Wealth Advisors of Prudential Advisors in Illinois seeks an experienced financial advisor to deliver personalized investment solutions, develop financial plans, and ensure accuracy.

You will work with an existing client base, access LPL's platform, build a strong book through Prudential referrals, and enjoy a benefits package including multiple retirement programs and comprehensive health coverage.

Qualifications

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

Financial planning

Education

Bachelor's degree in Finance or related field

Job description

Tri-State Wealth Advisors of Prudential Advisors in Illinois seeks an experienced financial advisor to deliver personalized investment solutions, develop financial plans, and ensure accuracy.

You will work with an existing client base, access LPL's platform, build a strong book through Prudential referrals, and enjoy a benefits package including multiple retirement programs and comprehensive health coverage.