Senior Financial Advisor: Build Your Independent Book

Tri-State Wealth Advisors of Prudential Advisors; Wisconsin; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with a 4% match

Cash balance pension plan

Pension enhancement plan

Medical and dental benefits

Access to open-architecture platform

Job summary

Tri-State Wealth Advisors of Prudential Advisors is seeking an experienced financial advisor to deliver personalized investment solutions and help clients pursue long-term financial goals. The role involves creating financial plans and cross-checking work for accuracy.

Responsibilities include supporting investment professionals, preparing financial plans, and building relationships with clients. The position offers access to open-architecture platforms, generous retirement programs, medical and

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

Excellent interpersonal skills

Strong understanding of the investment

Education

Bachelor's degree in Finance or related field

Job description

Tri-State Wealth Advisors of Prudential Advisors is seeking an experienced financial advisor to deliver personalized investment solutions and help clients pursue long-term financial goals. The role involves creating financial plans and cross-checking work for accuracy.

Responsibilities include supporting investment professionals, preparing financial plans, and building relationships with clients. The position offers access to open-architecture platforms, generous retirement programs, medical and