01Overview
Note: The job is a remote job and is open to candidates in USA. Tri-State Wealth Advisors of Prudential Advisors is seeking an experienced financial advisor to deliver personalized investment solutions to clients. The role involves providing financial planning support, cultivating client relationships, and ensuring the accuracy of financial plans.ResponsibilitiesProvide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracySkillsBachelor's degree in Finance or related field5+ years' of industry experienceStrong understanding of the investment businessExcellent interpersonal skillsBenefitsThe ability to work with an existing client base leadAccess to LPL Financials full openarchitecture independent platformThe ability to build a strong book of business with Prudentials 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 advisorwith 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 benefitsCompany Overview It was founded in undefined, and is headquartered in Downers Grove, Illinois, US, with a workforce of 10001+ employees. Its website is https://www.prudential.com/office/ahil-ahil.Company H1B SponsorshipTri-State Wealth Advisors of Prudential Advisors has a track record of offering H1B sponsorships, with 1 in 2024, 1 in 2023. Please note that this does not guarantee sponsorship for this specific role.
Apply To this Job
