EXPERIENCED FINANCIAL ADVISOR

Tri-State Wealth Advisors of Prudential Advisors
Green Bay, Wisconsin Metropolitan Area

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

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