Financial Planner Seeking Former Educators/Coaches

ZipRecruiter; London; Hybrid; GBP 45,000 - 70,000; Full time

Job summary

A leading financial services firm in London is seeking a dedicated financial advisor to develop comprehensive financial plans and build client relationships. Ideal candidates should possess strong interpersonal skills and a client-focused mindset, and be willing to obtain necessary certifications. This role offers competitive pay, bonuses, and flexible work-from-home options along with extensive support for professional development.

Benefits

401(k) with matching

Cash Balance Pension Plan

Health benefits and insurance coverage

Investment plans and conference opportunities

Flexible work from home options

Qualifications

• Strong interpersonal skills and client-focused mindset.
• Willing to acquire or hold necessary certifications.
• Disciplined, team-oriented, and growth-minded.

Responsibilities

• Develop comprehensive financial plans.
• Build and maintain client relationships.
• Collaborate with a team to serve clients at all life stages.

Skills

Strong interpersonal skills

Client-focused mindset

Disciplined

Team-oriented

Growth-minded

Education

Series 7 certification

Series 66 certification

SIE certification

Life/Health License

Job description

Job Description

Benefits:

• Deferred Comp Plan Potential
• Private Office Expense Support
• Mutual Fund Investment Plan
• 401(k)
• 401(k) matching
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join Prudential Advisors - Greater Baltimore!

About Prudential: Founded in 1875, Prudential Financial is a Fortune 100 company renowned for its legacy of helping individuals and institutions achieve financial security. With over a century of expertise, Prudential offers a wide range of financial products and services, from insurance to investment management, serving millions of customers globally. Known for innovation and integrity, Prudential is a leader in empowering clients and financial professionals alike.

About LPL Financial: As a Fortune 500 independent broker-dealer, LPL Financial provides financial professionals with the tools, resources, and support to grow their practices and deliver exceptional service. LPL's open-architecture platform allows advisors to access non-proprietary products, offering clients tailored solutions that align with their needs.

Top Reasons Educators Could Thrive Here:

• Strong communication skills: Educators and coaches excel at explaining complex concepts, ideal for financial strategies.
• Trust-building and relationship development: Naturally build rapport and trust, essential for long-term client relationships.
• Goal-setting and accountability: Skilled at setting goals, tracking progress, and holding individuals accountable, aligning with helping clients achieve financial goals.
• Empathy and active listening: Adept at understanding personal motivations, leading to tailored financial planning.

About Prudential Advisors - Greater Baltimore: Our firm is one of the top financial planning firms nationally, with about 140 advisors. Our vision is to be the most recognized and respected financial services firm in the Mid-Atlantic Region. We focus on high-quality advice and the client experience, making a meaningful community impact through our expertise and public service. Our office is located at:

• 303 International Circle, Suite 105, Cockeysville, MD 21030

Our Differentiators:

• Open Architecture System: No proprietary requirements; we prioritize fiduciary responsibility and advisor autonomy.
• Growth Opportunities: Build a practice, acquire books of business, and create long-term success paths.
• Leadership Opportunities: Potential to lead and develop teams.
• FREE Leads: Access to 23+ lead programs at no cost.
• Business Development Services: Support to streamline operations.
• Advanced Technology: Cutting-edge tools to enhance efficiency and client service.

Meet our team:

Regional Director, Tom McElwee: Leads a team of over 50 advisors across Delaware and Baltimore. Focused on empowering growth and professional development, Tom emphasizes coaching, integrity, and relationships. Outside work, he supports the special needs community and enjoys golf.

Regional Director, Vanessa Echeverria: Joined Prudential in 2024, with a background in nonprofit fundraising and advising. She enjoys staying active with sports and ballet.

Advisor, Matt Koppelman: Top producer with a background in service industries, passionate about travel, family, and charity.

Ideal Candidate:

• Strong interpersonal skills and client-focused mindset.
• Disciplined, team-oriented, and growth-minded.
• Willing to acquire or hold necessary certifications: Series 7, Series 66, SIE, Life/Health License.

Responsibilities:

• Develop comprehensive financial plans.
• Build and maintain client relationships.
• Collaborate with a team to serve clients at all life stages.

Position Benefits:

• 401(k) with matching
• Cash Balance Pension Plan
• Pension bonuses for top professionals
• Private office support
• Competitive pay and bonuses
• Product commissions and deferred plans
• Health benefits and insurance coverage
• Investment plans and conference opportunities

Disclosure: Candidates will be introduced to firm designations during interviews. All activities adhere to regulatory standards.

Flexible work from home options available.