Client-Centric Financial Advisor with Independent Feel

Prudential Financial; Wheelersburg (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Job summary

Prudential Financial is seeking an experienced financial professional in the Cincinnati-Dayton area to work with existing clients and grow their business. This role offers the chance to build a strong client base using Prudential's referral programs and develop client solutions without proprietary sales restrictions. Required qualifications include Series 7 and 66 licenses and three years of investment sales experience. The position provides comprehensive retirement programs and the independence of an advisor with employee benefits.

Qualifications

• Series 7 and 66 (63/65) licenses required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Service existing clients effectively.
• Build a strong client base.
• Create tailored client solutions.

Skills

Investment sales experience

Client servicing

Proficiency in financial solutions

Job description

Prudential Financial is seeking an experienced financial professional in the Cincinnati-Dayton area to work with existing clients and grow their business. This role offers the chance to build a strong client base using Prudential's referral programs and develop client solutions without proprietary sales restrictions. Required qualifications include Series 7 and 66 licenses and three years of investment sales experience. The position provides comprehensive retirement programs and the independence of an advisor with employee benefits.