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Form of work Are you an experienced Financial Advisor seeking an opportunity to serve clients better? At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction.
Has your leadership made the necessary adjustments to help you win in today's environment? You've built a successful book, but times have changed. You need support and autonomy to grow. Together, we can help you achieve your goals through:
A product-neutral platform, where you get paid full benefits regardless if you sell a proprietary or non-proprietary product
A local leadership team dedicated to your success
Three retirement plans (yes... retirement plans!!)
Medical, Dental, and Vision benefits
Turnkey marketing materials that quickly enable you to reach your market
A robust leads program (at no additional cost to you)
Practice building programs
Recruiting support to help you find talent to build your team
A dedicated onboarding team to make your transition go smoothly
Business consulting and training programs
Matching gifts to support you in supporting your local community through Prudential Cares
Recognition programs, conferences, and signature services
We know that making a move is a big decision. Let's have a confidential conversation today.
Compensation:
$225,000 - $300,000 at plan earnings
Responsibilities:
Interpret financial data to create comprehensive financial plans for clients
Actively build and maintain strong client relationships
Exhibit exemplary sales and negotiation capabilities
Proficient in Microsoft Office Suite
Adhere to all applicable compliance requirements
Qualifications:
Series 7 License
Series 66 (63/65) License
Insurance Licenses
CFP® preferred
3+ years of experience in financial services or insurance sales
Ability to analyze financial data and propose financial plans
Knowledge of relevant financial products and services
Proven ability to build and maintain client relationships
Ability to develop and present in-depth presentations and recommendations
Excellent communication skills, both written and verbal
Excellent problem-solving and critical-thinking skills
Strong sales and negotiation skills
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
Knowledge of compliance requirements
About Company
Prudential Advisors is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. Prudential Advisors is an Employer that participates in E-Verify.
