Senior Financial Advisor

Are you an Experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors, we can offer you more: More support, More clients, More compensation, and More client satisfaction.

We have opportunities throughout our Northern Lights Financial Group territory in: Minnesota, South Dakota, North Dakota, Iowa, Wisconsin, Montana & Wyoming.

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. Must be coachable and bring a willingness to learn.

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 3+ years of industry experience
• Must hold current licensing (Life + 6/7 + 63/65-66) or any equivalent.
• Life license 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.
• Compensation is 100% benefitable, regardless of the product or company you sell
• All earnings are fully pensionable (including all advisory, brokerage, insurance & annuities)
• 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 have two different paths of employment

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 smoothly as possible.

Let’s have a confidential conversation today, please reach out to me directly at

(503) 444-0370 or [email protected]