Wealth Professional with Military Background

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Military Experience into Financial Services with Greater Heartland Financial Group Prudential Advisors & LPL Financial

Greater Heartland Financial Group Prudential Advisors is growing and they are actively seeking veterans to join as Financial Advisors. This is a unique opportunity to transition into a purpose-driven career where youll help individuals and families plan for long-term financial security, while applying the discipline, integrity, and service-oriented mindset that federal professionals bring to the table.

This is a unique opportunity to build a purpose-driven career helping others plan for their financial futures, while leveraging the discipline, attention to detail, and service mindset that federal employees bring to the table.

Why Military Veterans Could Succeed Here:

• Mission-Driven Work: Continue your commitment to service by helping families and individuals build long-term financial security.
• Structured Environment with Flexibility: Apply the discipline and organizational skills you developed in the military within a system that gives you the freedom to grow your own business.
• Built-In Support: Access 23+ no-cost lead programs, administrative support, and best-in-class technology to launch and grow your career.
• Career Growth Paths: Whether youre transitioning out of active duty, retiring after years of service, or exploring a second careeryoull have the tools and mentorship to grow at your own pace.
• Client Connection: Many of our clients are also veterans or military families, which allows you to provide financial planning with shared understanding and unique insight.

Our growing offices are located:

• 12312 Olive Blvd., Suite 300, St. Louis, MO 63141
• 8000 S. Chester St. Suite 325, Centennial, CO 80112

Our Differentiators:

• Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support.
• Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.
• Growth Opportunities: Buy books of business, build assets, or create a practice to sella rare path to long-term success.
• Leadership and Management Potential: Additional opportunities for advancement by leading and developing teams.
• FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you.
• Business Development Services: Back-office and administrative support to free up your time for growth.

Meet our team:

Eric Baumert, Regional Director: Eric Baumert is Regional Director for Greater Heartland Financial Group, where he supports advisors in scaling their businesses and achieving long-term success. With a background in retirement and employee benefits, he focuses on practice growth, marketing, and advisor development. A graduate of the University of NebraskaLincoln, Eric lives in Wahoo with his wife, Kelsey, and their three children. He enjoys golf, family time, and cheering for the Huskers.

Michael Alexander, Managing Director: Michael Alexander is Managing Director for Greater Heartland Financial Group, leading teams across Missouri, Kansas, Arkansas, and Nebraska. Since joining Prudential in 2001, he has earned multiple conference qualifications and guided his firm to three Citation Awards and the 2023 Presidents Trophy. With nearly 25 years in the industry, hes known for his leadership and involvement with NAIFA, FINSECA, and MDRTs Center for Field Leadership. Michael lives in St. Charles, Missouri, with his wife, Kira, and their twins. He enjoys hunting, fishing, golfing, and cheering on the Kansas City Chiefs.

Elizabeth Walker-Sadler, Regional Director: Elizabeth Walker-Sadler is a strategic leader with over 20 years of experience helping advisors grow meaningful, purpose-driven practices. Before joining Greater Heartland Financial Group, she served as Vice President at Ameritas Investment Company, leading national advisor acquisition and regional expansion. Her career also includes leadership roles at Transamerica and T. Rowe Price. Known for her relationship-first approach, Elizabeth specializes in advisor transitions, succession strategy, and business development.

Mark Koski, Regional Director: Mark Koski is Regional Director for Greater Heartland Financial Group, where he leads the Investment and Financial Planning pillar. Joining Prudential in 2013, he built a successful advisory career, earning MDRT status and multiple conference qualifications before stepping into leadership. Under his direction, the firms financial planning revenue has increased tenfold and earned the 2023 Presidents Trophy. Mark lives in Lake St. Louis, Missouri, with his wife, Kayleigh, and enjoys sports and outdoor activities.

Adam Maddox, Associate Managing Director: Adam Maddox is Associate Managing Director for Greater Heartland Financial Group, where he coaches advisors on growth, branding, client engagement, and succession planning. A graduate of the University of Central Missouri and former baseball player, Adam brings teamwork and leadership to every advisor partnership. He lives in Prairie Village, Kansas, with his wife, their two children, and their dog. Outside of work, he enjoys golfing and Kansas City sports.

Licensing and Education Requirements:
We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services:

• Series 7
• Series 66
• Passing the SIE (Securities Industry Essentials) exam.
• Life/Health Insurance License
• 4-year college degree (preferred)

Position Benefits and Compensation:

• 401(k) with matching contributions
• Cash Balance Pension Plan
• Pension enhancement for top financial professionals
• Private office expense support
• Competitive compensation and bonuses
• Expressed payouts on Life Insurance & Annuity products
• Deferred compensation plan for eligible financial professionals
• Medical, dental, vision benefits & healthcare reimbursement account
• Life insurance, accident insurance, and disability income insurance coverage
• Mutual fund investment plan
• Business programs and conferences

Join Us in Making an Impact!
We are a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, consider joining Prudential, LPL Financial, and our dedicated local team today!

Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity.

Flexible work from home options available.