EXPERIENCED FINANCIAL ADVISOR
tristate wealth advisors of prudential advisorsCook County, IL
EXPERIENCED FINANCIAL ADVISOR
tristate wealth advisors of prudential advisorsCook County, ILSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOWThe 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
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Level
Senior L5
Location
Cook County, IL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
8 days ago