What are the responsibilities and job description for the Financial Advisor position at Prudential Financial?
Are you an experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Northern Lights Financial Group, we can offer you more: More support, More clients, More compensation, and More client satisfaction.
The Northern Lights Financial Group has opportunities throughout our territory: Minnesota, Iowa, Wisconsin, Wyoming, Montana, South Dakota and North Dakota.
Our ideal candidate will deliver comprehensive 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
- Minimum 4-5 years of industry experience and hold current licensing (Life SIE Series 7 & Series 66) or equivalent.
- Life and health licensing can be in any state that is in our territory
- Strong understanding of the investment business
- Excellent interpersonal & communication 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
- All earnings are fully pensionable (including all advisory, brokerage, insurance & annuities - regardless of the 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
- Up to 83% payout on W2 contract (with benefits) & up to 92% on the independent contract
We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential go as smoothly as possible.
Let’s have a confidential conversation today. Please reach out to me directly at (612) 799-4754 or Lorelei.Kaetterhenry@Prudential.com
Lori Kaetterhenry | Business Development Manager | Prudential Advisors
600 S Highway 169, Suite 1000, St Louis Park, MN 55426
www.prudentialadvisors.com