Tri-State Wealth Advisors of Prudential Advisors · 1 week ago
EXPERIENCED FINANCIAL ADVISOR
United States
Full-time
Remote
Senior Level
5+ years expTri-State Wealth Advisors of Prudential Advisors is seeking an Experienced Financial Advisor to deliver personalized investment solutions. The ideal candidate will create financial plans and ensure the accuracy of information while building strong client relationships.
Financial Services
Hiring Manager
W. Dean DeCicco
Responsibilities
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Qualification
Required
Bachelor's degree in Finance or related field
5+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills
Benefits
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
Company
Tri-State Wealth Advisors of Prudential Advisors
10001+ employees
H1B Sponsorship
Tri-State Wealth Advisors of Prudential Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
50%
Represents job field similar to this job
Accounting and Finance
Customer Service and Support
Trends of Total Sponsorships
*2024 (1)
2023 (1)
Funding
Current Stage
Late StageCompany data provided by crunchbase