Experienced Financial Advisor

Prudential Financial; Town of Amherst (NY); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) with a 4% match

Cash balance pension plan

Pension enhancement plan

Medical insurance

Vision insurance

Paid paternity leave

Paid maternity leave

Job summary

A financial services company is seeking a Business Development Manager to serve an existing client book and grow new business in the Amherst area. The role provides extensive resources and support for financial professionals, enabling them to deliver exceptional client experiences. Ideal candidates will have a strong background in finance, along with necessary licenses and an entrepreneurial spirit.

Qualifications

• Requires Series 6 and 63; Series 7 and 66 preferred.
• Insurance license required.
• Two or more years of industry experience.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base using referral programs.
• Access to 20 different lead programs.

Skills

Client Management

Sales

Financial Analysis

Education

Insurance license

Series 6 and 63

Two or more years of industry experience

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 Amherst 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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