Financial Advisor

Prudential Financial; Ames (IA); On-site; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

Job summary

A leading financial services company in Ames, IA is seeking an experienced Financial Advisor to service an existing book of clients. You will have access to multiple lead programs, retirement benefits, and practice building support. Candidates must have Series 6 and 63 licenses, and insurance license, with at least three years of industry experience. This full-time role offers the independence of an advisor with the benefits of being an employee.

Qualifications

• Experience in providing financial advice and building client relationships.
• Knowledge of insurance and securities products.

Responsibilities

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

Skills

Series 6 and 63

Insurance license

Three or more years of industry experience

Job description

Overview

Prudential Advisors is looking for an experienced financial professional in the Ames, IA area who 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 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
• Three or more years of industry experience
• If you are interested to learn more call me at 612.799.4754 or if someone in your network may be a good fit, feel free to forward my message to them. Thank you!

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

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