Senior Financial Planner — Independent-Style Advisory

Prudential Financial; Laramie (WY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Open architecture platform

Strong referral programs

401(k) match

Pension plans

Job summary

Northern Lights Financial Group seeks an experienced Financial Advisor/Financial Planner to serve clients with comprehensive, personalized investment solutions. You will build financial plans, cross-check details for accuracy, and support investment professionals to grow client relationships.

The role offers access to open-architecture platforms, a strong referral network, and pensionable earnings through multiple retirement programs, plus full medical and dental benefits.

Qualifications

• Bachelor’s degree in finance or related field.
• 4-5+ years of industry experience and current licensing (Life + SIE + Series 7 & Series 66) or equivalent.
• Life and health licensing can be in any state that is in our territory.
• Strong understanding of the investment business.
• Excellent interpersonal & communication 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 &communication

Investment knowledge

Education

Bachelor’s degree in finance or related field

Tools

Licenses: Life, SIE, Series 7, Series 66

Job description

Northern Lights Financial Group seeks an experienced Financial Advisor/Financial Planner to serve clients with comprehensive, personalized investment solutions. You will build financial plans, cross-check details for accuracy, and support investment professionals to grow client relationships.

The role offers access to open-architecture platforms, a strong referral network, and pensionable earnings through multiple retirement programs, plus full medical and dental benefits.