Experienced Financial Advisor

Prudential Financial; Warwick (RI); On-site; USD 50,000 - 100,000; Full time

Job summary

Prudential Financial is seeking an experienced Financial Advisor for the Northeast Financial Group. This role offers the opportunity to manage existing clients while utilizing a comprehensive investment platform. Candidates will gain a beneficial career path with access to various financial products and a supportive transitioning process.

Benefits

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Full medical and dental benefits

Qualifications

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

Responsibilities

• Work with an existing client base to provide financial solutions.
• Help clients navigate complex portfolios and achieve financial goals.
• Create customized financial plans using industry-leading tools.

Skills

Client Management

Investment Strategies

Financial Planning

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Prudential Financial

Business Development Manager for the Northeast Financial Group at Prudential Advisors

Prudential Advisors is looking for an Experienced Financial Advisor in the greater Warwick, RI area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions.

At Prudential, our advising philosophy is designed to empower you to create customized financial plans using industry-leading financial and insurance planning tools.

As an Experienced Financial Advisor, you will have access to a comprehensive open-architecture investment platform throughour broker-dealer, LPL Financial, allowing you to leverage a diverse range of investment solutions, (i.e., stocks, bonds, ETFs, mutual funds, separately managed accounts, brokerage CDs, structured notes, alternative investments, private equity and private REITs, option strategies, annuities, etc.).

With these resources at your disposal, you will be equipped to help clients navigate complex portfolios and achieve their financial goals with confidence.

This position will offer:

• The ability to work with an existing client base.
• Access to LPL Financial's full open-architecture independent platform.
• The ability to build a strong book of business with Prudential’s exceptional referral 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.
• Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan + full medical and dental benefits.

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.

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

Join us and take your financial planning career to the next level!

If you are interested in learning more about this opportunity, contact me by phone at 774-526-4862 or via e-mail at [e-mail].

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Strategy/Planning

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

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