About this opportunity
Prudential Financial lists this Financial Advisor opportunity in iowa city, Iowa. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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.
Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.
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. xqrzhdi
Let’s have a confidential conversation today. Please reach out to me directly at or
Lori Kaetterhenry | Business Development Manager | Prudential Advisors
600 S Highway 169, Suite 1000, St Louis Park, MN 55426
Worksite address
iowa city, IA, 52245, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.