Financial Advisor

Prudential Financial; Casper (WY); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

Job summary

A financial advisory firm in Casper, WY seeks a Business Development Manager to service existing clients and build a solid client base. Candidates must hold Series 7 and 66 licenses, alongside an insurance license, and have at least three years of investment sales experience. This position offers a robust compensation model and access to excellent referral programs. Benefits include 401(k) matching and pension plans.

Qualifications

• Three or more years of investment sales experience required.
• Series 7 and 66 (or 63/65) and insurance license required.

Responsibilities

• Service existing clients and build a strong client base.
• Create client solutions without proprietary product sales requirements.
• Enjoy the benefits of being an employee while having an independent advisor feel.

Skills

Investment sales experience

Client relationship management

Financial advisory skills

Education

Series 7 and 66 (63/65)

Insurance license

Job description

1 week ago Be among the first 25 applicants

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Business Development Manager/ Strategic Growth Partner/ Upper Midwest & MT, WY

The Northern Lights Financial Group (of Prudential Advisors) is looking for an experienced financial professional in the Casper, Wyoming area interested in working with Prudential's existing client 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 offers:

• 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 product 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
• Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan

Requirements:

• Series 7 and 66 (63/65) required
• 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 this message to anyone in your network who might be interested. 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 benefits from the job description

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

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Casper, WY $50,000.00-$125,000.00 1 day ago