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EXPERIENCED FINANCIAL ADVISOR

Tri-State Wealth Advisors of Prudential Advisors

Considering making an application for this job Check all the details in this job description, and then click on Apply.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications

  • Bachelor's degree in Finance or related field
  • 5+ years' of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills

This position will offer:

  • The ability to work with an existing client base lead
  • Access to LPL Financials' full open-architecture independent platform
  • The ability to build a strong book of business with Prudential's exceptional referral programs
  • The opportunity to create client solutions without proprietary product xhyhwjd sales requirements
  • Compensation that is 100% benefitable, regardless of the product or company you sell
  • The look and feel of an independent advisor—with the benefits of being an employee
  • Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan, plus full medical and dental benefits

Vacancy posted 15 days ago
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