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Prudential Financial Linkedin · Posted 16d ago

Financial Advisor

Mongolia

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Indexed 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.


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.


Let’s have a confidential conversation today. Please reach out to me directly at (612) 799-4754 or [email protected]


Lori Kaetterhenry | Business Development Manager | Prudential Advisors

600 S Highway 169, Suite 1000, St Louis Park, MN 55426

www.prudentialadvisors.com

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