Financial Advisor

Prudential Financial; Bozeman (MT); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Independent-advisor feel with employee

Job summary

A financial services company in Bozeman seeks a Business Development Manager to service and grow an existing client base. The ideal candidate will have investment sales experience and necessary licenses. This full-time role offers the independence of an advisor with employee benefits, including retirement programs. If you're eager to help families with financial solutions, this position is for you.

Qualifications

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

Responsibilities

• Service existing clients.
• Build a strong client base through referral programs.
• Create client solutions without proprietary product sell requirements.

Skills

Client relationship management

Investment sales

Financial planning

Sales & business development

Job description

Business Development Manager/ Strategic Growth Partner (MN, IA, WI, ND, SD, MT & WY)

Prudential Advisors is looking for an experienced financial professional in the Bozeman area that is interested in working with Prudential existing clients base. This exciting 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