Experienced Wealth Management Advisor

Experienced Wealth Management Advisor Prudential Advisors - 3.8 Troy, MI Job Details Full-time $80,000 - $250,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) 401(k) 4% Match Cash balance pension plan Pension plan 401(k) matching Retirement plan Qualifications Finance advising Life Insurance License Wealth management Series 6 Customer relationship building 5 years Bachelor's degree in finance Series 66 Client relationship development Finance Series 7 Bachelor's degree Securities Industry Essentials Financial services Senior level Series 63 Full Job Description Transitioning your practice should be about growth not disruption. Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Grand Rapids, MI firm. At Prudential Advisors, our first of its kind partnership with LPL Financial equips advisors with advanced products, technology and services built for today's changing marketplace. It's a platform designed to help you grow your business while making a lasting difference in your clients' lives. 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 Fully Licensed - SIE, 7, 66, LIFE, V/A or 6/63 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 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 smooth as possible. Let's have a confidential conversation today.

Pay:

$80,000.00 - $250,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Retirement plan

Work Location:

Hybrid remote in Troy, MI 48084