Financial Advisor

Prudential Financial; Billings (MT); On-site; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Job summary

A leading financial services company is seeking an experienced financial professional in Billings to manage existing clients and build a new client base. The ideal candidate must have at least three years of sales experience and the required licenses. This full-time role provides the benefits of being an employee while allowing for independence in creating client solutions. Attractive retirement programs are offered.

Qualifications

• Series 6 and 63 required; Series 7 and 66 preferred.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Service existing clients and build a strong client base.
• Create client solutions without proprietary products.
• Leverage referral programs to grow the business.

Skills

Investment sales experience

Client relationship management

Financial planning

Job description

Overview

Prudential Advisors is looking for an experienced financial professional in the Billings area that is interested in working with Prudential existing client base. This position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions.

This position will offer:

• The ability to service existing clients
• The ability to build a strong client base with Prudential’s exceptional referral programs
• The opportunity to create client solutions without proprietary products sells 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

Requirements

• Series 6 and 63 required. Series 7 and 66 preferred
• Insurance license required
• Three or more years of investment sales experience

If you’d like to learn more, please call me at 612.799.4754 or email me at [e-mail]. Feel free to forward my message to anyone in your network who might have interest. Thank you!

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales