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Job description
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
Worksite address
township of wheeling, IL, 60090, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.