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. The ideal candidate will create financial plans and ensure the accuracy of information while building strong client relationships.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
Skills
- Bachelor's degree in Finance or related field
- 5+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Benefits
- 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
Company Overview
Company H1B Sponsorship