Financial Advisor
Are you an experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Northern Lights Financial Group, we can offer you more: More support, More clients, More compensation, and More client satisfaction. The Northern Lights Financial Group has opportunities throughout our territory: Minnesota, Iowa, Wisconsin, Wyoming, Montana, South Dakota and North Dakota. Our ideal candidate will deliver comprehensive 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 Minimum 4-5+ years of industry experience and hold 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 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 sales requirements All earnings are fully pensionable (including all advisory, brokerage, insurance & annuities - regardless of the 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 Up to 83% payout on W2 contract (with benefits) & up to 92% on the independent contract We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential go as smoothly as possible. Let’s have a confidential conversation today. Please reach out to me directly at View phone number on click.appcast.io or View email address on click.appcast.io Lori Kaetterhenry | Business Development Manager | Prudential Advisors 600 S Highway 169, Suite 1000, St Louis Park, MN 55426
- Overview Prudential Advisors is looking for an experienced financial professional in the Pella area who is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide...SuggestedFull timeH1bLocal areaWork visa
- ...including product referrals and meeting Banking Center Associate Standards. Provide exemplary customer service. Process a variety of financial transactions in a timely and accurate manner. Maintain security of assigned cash, balancing each day’s transactions and verifying...SuggestedMonday to Friday
- ...Support the implementation of new office procedures and administrative systems Communicate with employees, managers, timekeepers, financial staff, and external contacts Review administrative work for accuracy, completeness, and compliance with established procedures...SuggestedFull timeCasual workWork at officeRemote workFlexible hours
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