Independent-Style Financial Advisor | Grow Your Client Book

Prudential Financial; Illinois; On-site; Full time

Benefits offered by this job

401(k) with a 4% match

Full medical and dental benefits

Cash balance pension plan

Pension enhancement plan

Job summary

A leading financial services firm in Illinois is looking for experienced professionals to deliver personalized investment solutions and support clients in achieving their financial goals. This role requires excellent interpersonal skills and a strong understanding of the investment business. Candidates should possess a Bachelor's degree in Finance and have 5+ years of industry experience. You'll work closely with existing clients, leveraging exceptional referral programs, and enjoy a comprehensive benefits package including retirement plans and full medical coverage.

Qualifications

• 5+ years' of industry experience.
• 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

Financial planning support

Interpersonal skills

Education

Bachelor's degree in Finance or related field

Job description

A leading financial services firm in Illinois is looking for experienced professionals to deliver personalized investment solutions and support clients in achieving their financial goals. This role requires excellent interpersonal skills and a strong understanding of the investment business. Candidates should possess a Bachelor's degree in Finance and have 5+ years of industry experience. You'll work closely with existing clients, leveraging exceptional referral programs, and enjoy a comprehensive benefits package including retirement plans and full medical coverage.