Open-Architecture Financial Advisor | Grow Your Book

Tri-State Wealth Advisors of Prudential Advisors; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Full medical and dental benefits

Open-architecture platform access

Exceptional referral programs

Job summary

Tri-State Wealth Advisors of Prudential Advisors seeks a seasoned professional to deliver tailored investment solutions and comprehensive financial plans. You will ensure accuracy of plans and support investment professionals in nurturing client relationships.

Ideal candidates have a finance background with multiple years in the investment industry, strong interpersonal skills, and a drive to grow a robust book of business within Prudential's framework.

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 industry experience

Financial planning knowledge

Education

Bachelor's degree in Finance or related field

Job description

Tri-State Wealth Advisors of Prudential Advisors seeks a seasoned professional to deliver tailored investment solutions and comprehensive financial plans. You will ensure accuracy of plans and support investment professionals in nurturing client relationships.

Ideal candidates have a finance background with multiple years in the investment industry, strong interpersonal skills, and a drive to grow a robust book of business within Prudential's framework.