Experienced Financial Advisor
Tri-State Wealth Advisors of Prudential Advisors
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 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 9 hours ago
Similar jobs that could be interesting for youBased on the Experienced Financial Advisor in Oak Brook, IL vacancy
- ...Job Description Job Description We’re looking for experienced financial professionals to join our team dependable team. Whether you’re looking for a change or seeking to align with a more stable firm, and you have a passion for insurance and investments, then there...SuggestedWork at office
- At Lakeshore Financial Group, our financial professionals and financial advisors are here to serve as your source of support. Our team is dedicated to simplifying... ...using a proven system. You'll have the support of experienced professionals who will offer guidance and...SuggestedFor contractorsWork at officeRemote work
- ...Management Inc. is a premier firm specializing in holistic financial planning for individuals and businesses. We pride... ...client. We are currently seeking a highly skilled and experienced Senior Financial Advisor to join our dynamic team. The successful candidate will...SuggestedWork at office
- ...You? We’re partnering with a highly respected, growth-oriented boutique RIA in the Chicago area that is looking to add an experienced Financial Advisor to its growing team. This is an opportunity for an advisor who has built strong client relationships, enjoys being...Suggested
- ...Financial Advisor - Illinois JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced...SuggestedFull timeTemporary workWork at office
$150k
...experience — talk with your recruiter to learn more. Base pay range $150,000.00/yr - $500,000.00/yr We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset...Full timeLocal areaFlexible hours- ...Make an impact providing expert financial advice with heart. Thrivent is a different kind... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you... ...marketing, technology, engagement, and experienced advisors—as you build your business. Desired...
$100k - $140k
...timePrimarily in office Kadima Wealth is hiring a licensed financial advisor who can create opportunities, earn trust, and win new client... ...Hands-on guidance from the founder, marketing support, and an experienced service and operations team. Clear economic recognition for...Work at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...Work at office- ...your network and firm’s reputation, delivering award-winning financial workshops and marketing your practice. Have the... ...business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics...Full time
$125 per hour
...refinancing, and specialty loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none.... ...to listen, build rapport, understand and analyze the full financial situations of our customers. Our goal is to provide the most...Hourly payMinimum wageLocal areaFlexible hours$1,000 per week
...Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative,... ...services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial...Full timeRemote work$145k
...Chicago. Today, Akuna is proud to operate from additional offices in Sydney, Shanghai, London and Singapore. We are seeking an experienced electronic options trader to join our SOFR desk. This is a mid-to-senior level role with a clear path to full desk ownership for...Temporary workWork at office$60k - $80k
...Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. Our Northwestern Mutual Chicagoland offices...- Director, Human Resources at Lincoln Investment Basic Function : We are seeking an experienced and client-focused Financial Advisor to step into a succession opportunity with an established book of business. This is a unique chance to build relationships with existing...Full timeHome office
$90k - $120k
...Financial Advisor Chicago, Illinois, United States $ 90,000.00 - 120,000.00 (US Dollar) Senior Financial Advisor - Remote/Hybrid Opportunity Overview Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice...Remote workFlexible hours- ...that of everyone you touch. As a Lenox Advisor, you will work directly with individuals... ...them navigate through and secure their financial future. Who We Are Lenox Advisors is a... ...Lenox is continually looking for ambitious, experienced Financial Advisors, who will be...Day shift
$100k
...Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth... ...advice and guidance.Merrill's Financial Advisors and Wealth Management Client Associates... ...your role. The MFSA role provides experienced advisors the opportunity to pursue a career...Day shift$120k - $175k
...Details Key Responsibilities Build comprehensive, personalized financial plans based on each client's specific goals Advise on... ...for professional growth Collaborative Culture: Work alongside experienced CFP professionals and technical specialists in tax, estate, and...$100k - $130k
...Vacation & Sick Time Bonuses Yearly trip Family atmosphere Job Details Job Details: We are currently seeking an experienced Permanent Estimator to join our dynamic team in the Construction industry. The ideal candidate will have a strong background in...Permanent employmentFull timeFor subcontractorLocal area$95k - $145k
...Details Job Details: We are currently seeking a dynamic and experienced Controller to join our growing team. This is an exciting opportunity for a seasoned professional with a background in financial reporting, audit, and consolidations. The successful candidate...Local area$150k - $200k
...partner with our technologists to continually engineer and optimize our trading systems to stay on top of the industry. As an Experienced Equity Options Trader, you will join our Equity Index or Individual Equity Options Trading Groups. In this role, you’ll take ownership...Full time$72k - $120k
...structure and focus on a true meritocracy attracts individuals with an edge which contributes to our consistent success. As an Experienced Discretionary Energy Trader, you will have a real opportunity to have a huge impact on the firm. You will work side by side with...Full timeCasual workWork at officeRemote workFlexible hours$75k
...Financial AdvisorAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...opportunity to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management organization, you will be based...Full timeTemporary workPart timeWork experience placementWork at office- ...Job Description Job Description Description: Join Our Team Elmhurst Chrysler Dodge Jeep Ram is seeking an experienced Parts Counterperson to join our growing Parts Department. We are looking for a motivated, customer-focused professional with dealership wholesale...
- ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned,...Full timeTemporary workFlexible hours
$80k - $90k
...Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...Interim roleWork at officeLocal areaImmediate startDay shift- ...Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their... ...footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new...Temporary work
- ...Financial AdvisorOur client is one of the top lending institutions in the USA. Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few highlights: The average investment revenue of our placed...
- ...partner with our technologists to continually engineer and optimize our trading systems to stay on top of the industry. As an Experienced Commodities Options Trader, you will help expand and lead Belvedere’s presence in commodity derivatives markets. In this role, you...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Experienced Financial Advisor. Be the first to apply!
Related searches
- associate corporate finance Oak Brook, IL
- financial associate Oak Brook, IL
- estate planning consultant Oak Brook, IL
- financial advisor Oak Brook, IL
- financial planner Oak Brook, IL
- financial counselor Oak Brook, IL
- financial planning assistant Oak Brook, IL
- financial consultant Oak Brook, IL
- financial planning administrator Oak Brook, IL
- wealth advisor Oak Brook, IL




