EXPERIENCED FINANCIAL ADVISOR
Tri-State Wealth Advisors of Prudential Advisors
Job Description
\nThe 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.
\n \nResponsibilities
\n- \n
- Provide financial planning support to clients \n
- Support investment professionals to cultivate client relationships \n
- Prepare financial plans and check their accuracy \n
Qualifications
\n \n- \n
- Bachelor's degree in Finance or related field \n
- 5+ years' of industry experience \n
- Strong understanding of the investment business \n
- Excellent interpersonal skills \n
This position will offer:
\n- \n
- The ability to work with an existing client base lead \n
- Access to LPL Financials’ full open‑architecture independent platform \n
- The ability to build a strong book of business with Prudential’s exceptional referral programs \n
- The opportunity to create client solutions without proprietary product sales requirements \n
- Compensation that is 100% benefitable, regardless of the product or company you sell \n
- The look and feel of an independent advisor—with the benefits of being an employee \n
- 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 \n
Vacancy posted 2 days ago
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