What are the responsibilities and job description for the Financial Advisor position at Great Lakes Financial Group of Prudential?
Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an opening for a highly motivated analytical individual to join us in our Ann Arbor, MI firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
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
We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let’s have a confidential conversation today.
Salary : $100,000 - $250,000