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.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyQualificationsBachelor's degree in Finance or related field5+ years' of industry experienceStrong understanding of the investment businessExcellent interpersonal skillsThis position will offer:The ability to work with an existing client base leadAccess to LPL Financials' full open-architecture independent platformThe ability to build a strong book of business with Prudential's exceptional referral programsThe opportunity to create client solutions without proprietary product sales requirementsCompensation that is 100% benefitable, regardless of the product or company you sellThe look and feel of an independent advisor—with the benefits of being an employeeThree 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 3 days ago
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