Independent-Style Financial Advisor: Grow Clients & Solutions

Prudential Financial; Missoula (MT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Job summary

A financial services firm in Missoula is seeking an experienced financial professional to service existing clients and build a strong client base. This full-time position offers the autonomy of an independent advisor combined with employee benefits. Candidates should have a Series 7 and 66 license and three or more years of investment sales experience. Competitive compensation and retirement benefits are included.

Qualifications

• Series 7 and 66 (63/65) required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Service existing clients and grow client base.
• Create client solutions without proprietary products.
• Utilize referral programs for client acquisition.

Skills

Investment sales experience

Client relationship management

Financial solutions knowledge

Job description

A financial services firm in Missoula is seeking an experienced financial professional to service existing clients and build a strong client base. This full-time position offers the autonomy of an independent advisor combined with employee benefits. Candidates should have a Series 7 and 66 license and three or more years of investment sales experience. Competitive compensation and retirement benefits are included.