Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor

Full-time

Prudential Financial

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: 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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Helena, MT vacancy
  • Overview Prudential Advisors is looking for an experienced financial professional in the Helena area that is interested in working with Prudential's existing client base. This position will allow you to grow your career and business, helping the people and families that... 
    Suggested
    Full time

    Prudential Financial

    Helena, MT
    4 days ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. Role We’re growing a team of finance experts, and as the team grows, so will your... 
    Suggested
    Hourly pay
    Full time
    Contract work
    Part time
    Work experience placement
    Remote work
    Flexible hours

    DataAnnotation

    Helena, MT
    1 day ago
  • $45.38k - $75.63k

     ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group, Inc.

    East Helena, MT
    1 day ago
  • $24 - $30 per hour

     ...outstanding team. You’ll work closely with loan officers and bank customers to evaluate commercial and consumer credit needs - analyzing financial statements, cash flow, performance ratios, credit structure, and risk. It’s a role that builds a strong foundation in business,... 
    Suggested
    Hourly pay
    Work experience placement
    Work at office

    Ascent Bank

    Helena, MT
    3 days ago
  •  ...Teller – Job DescriptionThe Teller is responsible for providing exceptional member service while accurately processing financial transactions. This role serves as a primary point of contact for members, handling routine banking needs, promoting financial products and services... 
    Suggested
    Work at office

    Express Employment Professionals Defunct

    Helena, MT
    5 days ago
  •  ...current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. JOB SUMMARY Under direct supervision: Provides quality service to customers.... 
    Work experience placement
    Work at office

    Westamerica

    Helena, MT
    5 days ago
  • $16.84 per hour

     ...Teller Opportunity As a Teller you will help our members succeed in their financial goals through providing exceptional member service, processing transactions, doing your best to manage risk and protect the member, while completing daily operational tasks within the... 
    Live in

    Intrepid Credit Union

    Helena, MT
    5 days ago
  •  ...DescriptionFinancial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help...  ...Assistant, you will work as part of a team with Financial Advisors and other Specialist within the organization. The role varies... 
    Work at office
    Flexible hours

    Hantz Group

    Clancy, MT
    4 days ago
  • $41.25k - $68.75k

     ...Watch this video. Coaches, mentors and leads tellers by example to deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    East Helena, MT
    2 days ago
  • The POWER of a CAREER! At Northpointe Bank, we believe your career should empower you - to grow, contribute, and find purpose. We're hiring a Loan Processor to manage the end-to-end processing of mortgage loans, ensuring accuracy, compliance, and an exceptional borrower...
    Work at office

    Northpointe Bank Inc

    Helena, MT
    5 days ago
  • At Northpointe Bank, we believe a career should empower you to grow, make a difference, and find purpose. We’re hiring a Loan Processor to manage the end-to-end processing of mortgage loans while delivering an exceptional experience for our borrowers. Prefer candidates...
    Work at office

    Northpointe Bank

    Helena, MT
    5 days ago
  • $16.84 per hour

     ...US Salary Range: $16.00 To $19.00 Annually What’s the OPPORTUNITY? - Teller As a Teller you will help our members succeed in their financial goals through providing exceptional member service, processing transactions, doing your best to manage risk and protect the member... 
    Full time
    Live in

    Intrepid Credit Union

    Helena, MT
    3 days ago
  • $33k - $55k

     ...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group, Inc.

    East Helena, MT
    3 days ago
  •  ...holidays (4 floating holidays, prorated based on start date)Paid volunteer time (3 days per year, prorated based on start date)OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial... 
    Local area
    Monday to Friday

    OneMain Holdings Inc

    Helena, MT
    1 day ago
  •  ...with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.We are currently seeking a Financial Business Analyst to join our team in Helena, Montana (US-MT), United States (US).The successful candidate will work as part of a... 

    NTT DATA

    Helena, MT
    3 days ago
  • $80k - $100k

     ...economics, statistics, and analytics to solve complex challenges for federal, state, and private-sector clients. Our work in federal financial assistance, transaction advisory services, evidence-based program evaluation, modernization, and enforcement and litigation... 
    Full time
    Work at office
    Local area

    Summit

    Helena, MT
    21 days ago
  • $80.49k - $107.32k

     ...collaborative investment team. The ideal candidate combines strong analytical capabilities with intellectual curiosity and a passion for financial markets, portfolio construction, and long-term investing. Work Location The Investment Management Team is Denver-based with... 
    Temporary work
    Remote work

    Lumen Inc

    Helena, MT
    3 days ago
  • $48k - $60k

     ...01 Full time R118219 Dealership:L0146 Lithia Chevrolet GMC of Helena Lithia Chevrolet GMC of Helena Now Hiring: Parts Advisor Pay: Commission plan with estimated earnings of $48k - $60k annually Schedule: Monday through Friday; 7:30 am - 5:30 pm with... 
    Full time
    Temporary work
    Immediate start
    Monday to Friday

    Lithia & Driveway

    Helena, MT
    1 day ago
  • Benefits: Access to multiple career paths, growth, and development opportunities Flexible schedule options (where applicable) Employee discount 401(k) matching Parts Counter Professional About the Role Our key to serving the community starts with our Counter...
    Flexible hours
    Shift work
    Weekend work

    POISON CREEK INC.- NAPA

    Helena, MT
    2 days ago
  • $80.9k - $110.3k

     ...initiatives within the HealthCare Economics team, partnering across actuarial, finance, analytics, and business teams to develop actionable financial insights and forecasting solutions. This role will play a key part in the design and development of a holistic modeling solution,... 
    Full time
    Temporary work
    Apprenticeship
    Work at office
    Remote work
    Work from home
    Home office

    Humana

    Helena, MT
    4 days ago
  • $80.9k - $110.3k

    Become a part of our caring community The Actuarial Analyst 2, Analytics/Forecasting analyzes and forecasts financial data to provide accurate and timely information for strategic and operational decisions. Establishes metrics, provides data analyses, and works directly... 
    Full time
    Temporary work
    Apprenticeship
    Work at office
    Remote work
    Work from home
    Home office

    Humana

    Helena, MT
    5 days ago
  • $31 - $35 per hour

    Here at Siemens , we take pride in enabling sustainable progress through technology. We do this through empowering customers by combining the real and digital worlds, thereby improving how we live, work, and move today and for the next generation! We know that the only...
    Remote job
    Hourly pay
    Permanent employment
    Full time
    Work experience placement
    Internship
    Work at office
    Local area
    Immediate start

    Siemens

    Helena, MT
    3 days ago
  •  ...Position: Capital Markets Research Analyst Location: Gurgaon / New Delhi (Fully Remote) — NO US-BASED CANDIDATES Firm Overview Financial Technology Partners is one of the most successful boutique investment banks on Wall Street. Headquartered in San Francisco with... 
    Work experience placement
    Remote work

    FT Partners

    Helena, MT
    4 hours ago
  • $77.2k - $96.5k

     ...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud... 
    Full time
    Shift work

    World Wide Technology

    Helena, MT
    3 days ago
  • $83.2k - $149.8k

     ...), sick time, family friendly benefits including parental leave and an employee assistance program including a focus on mental and financial wellness; Eligibility requirements apply. Equal Employment Opportunity Rights Akamai Technologies is an #J-18808-Ljbffr Akamai
    Work experience placement
    Work at office
    Remote work

    Akamai

    Helena, MT
    4 days ago
  • Corporate Communications Specialist Anywhere Type: Contract Category: Marketing Industry: Financial Services Workplace Type: Remote Standard Hours: Open Description Remote or hybrid McLean, VA Our client seeks a Corporate Communications Specialist who will support the development... 
    Contract work
    Remote work

    Eliassen Group

    Helena, MT
    4 days ago
  • ABOUT As a Mass Communication Specialist, it’s your job to tell our story. Use your creativity to educate and inform the public about the achievements of Sailors in America’s Navy. Travel the world, document military operations and develop high-profile media campaigns...
    Full time
    Local area
    Overseas

    U.S. Navy

    Helena, MT
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!