Experienced Financial Advisor

Description

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 of whether 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.

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
• Certified Financial Planner 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