Financial Advisor
prudential financailMarshalltown (IA)
About the role
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: 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 55426www.prudentialadvisors.com
Before you apply
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A number in mind
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Your notice period
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