Financial Advisor

Great Lakes Financial Group of Prudential; Ann Arbor (MI); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) with 4% match

Pension plan

Job summary

A financial services firm in Ann Arbor, Michigan is seeking an experienced Business Development Manager to leverage a robust client base and create customized financial solutions. Candidates should have a minimum of three years in investment sales and be licensed to sell. The firm offers a competitive compensation package alongside comprehensive benefits, including medical insurance and retirement plans. This position provides the flexibility of an independent advisor with the advantages of being an employee.

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.
• Build a strong book of business.
• Create customized financial plans.

Skills

Investment sales

Client relationship management

Financial planning

Job description

Business Development Manager | Prudential Advisors

Prudential Advisors is looking for an Experienced Financial Advisor in the Ann Arbor, Michigan market 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 through our 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.

Position Offerings

• 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% beneficial 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.

Qualifications

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

Featured Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Pension plan

Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities, registered in many jurisdictions worldwide.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Sales, Business Development, and Finance

Industry

Investment Management and Financial Services

Pay Range

$100,000.00/yr - $200,000.00/yr

Direct message the job poster from Great Lakes Financial Group of Prudential