Financial Advisor

Prudential Financail Marshalltown, IA Open
Prudential Financail is looking for Financial Advisor in Marshalltown, IA.
This local job opportunity with ID 3872281156 is live since 2026-10-06 14:41:50.
Job 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: 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 orLorelei.Kaetterhenry@Prudential.com




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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