Experienced Financial Planner

Prudential Financial; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with 4% match

Medical, Dental, and Vision benefits

Practice Building programs

Cash balance pension plan

Pension enhancement plan

Medical, Dental and Vision

Transition support

Practice Building programs

Job summary

A leading financial services firm is seeking an experienced financial professional in New York. The role offers access to an existing client book, multiple lead programs, and competitive compensation without 1099 constraints. Ideal candidates must have necessary licenses and industry experience. Comprehensive benefits, including retirement plans, are also provided. This opportunity supports practitioners looking to grow their practice within a supportive environment.

Qualifications

• Series 6 and 63 licenses required, Series 7 and 66 preferred.
• Insurance license is required.
• Two or more years of industry experience.

Responsibilities

• Service an existing book of business upon hire.
• Option to work on a team or build a team.
• Access to various lead programs.

Skills

Financial consulting

Client relationship management

Sales

Financial services experience

Job description

Overview

Prudential Advisors is looking for an experienced financial professional in the Broome County area that is interested in growing their practice. Prudential will provide you with the tools, the products and a platform powered by LPL to deliver an outstanding client experience. Together, we can 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

Opportunities and Benefits

This position will offer:

• Opportunity to service an existing book of business upon hire
• Option to work on a team or build a team
• Access to 20 different types of lead programs
• Compensation that is 100% benefitable regardless of the product or company you sell meaning you can sell products outside of Prudential that count towards Prudential benefits without needing to receive a 1099.
• 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
• Medical, Dental and Vision benefits and more

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