Experienced Financial Advisor

Prudential Financial; New York (NY); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Transition support

Practice building programs

Job summary

A leading financial services firm is seeking a Business Development Manager in the Syracuse area. This role offers the unique opportunity to manage an existing client portfolio while leveraging extensive support and competitive compensation. Ideal candidates will hold necessary licenses and possess strong financial acumen.

Qualifications

• Two or more years of industry experience.
• Series 6 and 63 required; insurance license mandatory.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base utilizing referral programs.
• Provide client solutions without proprietary sales requirements.

Skills

Client Relationship Management

Financial Advisory

Product Sales

Education

Insurance License

Series 6 and 63

Series 7 and 66 (preferable)

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Prudential Financial

Business Development Manager at Prudential Advisors

Prudential Advisors is looking for an experienced financial professional in the Syracuse area that is interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:

• Our open architecture platform for client solutions
• Our competitive payouts (Both Standard and 1099 contracts)
• Our practice building support

.

This position will offer:

• The ability to service an existing book of business upon hire
• The ability to build a strong client base with Prudential’s exceptional referral programs
• Access to 20 different types of lead programs
• The opportunity to create client solutions without proprietary products sales requirements
• Compensation that is 100% benefitable regardless of the product or company you sell
• The look and feel of an independent advisor with the benefits of being an employee.
• 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan.
• Transition support
• Practice Building programs

We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let’s have a confidential conversation today.

Requirements:

• Series 6 and 63 required. Series 7 and 66 (63/65) preferred
• Insurance license required
• Two or more years of industry experience

If you are interested to learn more call me at 716-818-0262 or email me at [e-mail]. If you know someone that may be interested, feel free to forward my message to them. Thank you

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Strategy/Planning

• Industries

  Financial Services and Investment Management

Referrals increase your chances of interviewing at Prudential Financial by 2x

Inferred from the description for this job

Pension plan

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

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