Financial Advisor

Prudential Financial; Charleston (WV); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) with company match

Pension plan

Disability insurance

Job summary

A leading financial services provider in Charleston is seeking an experienced financial professional to join their team. This role involves servicing existing clients and building a client base through robust referral programs. Candidates must possess Series 7 and 66 licenses along with at least three years in investment sales. The role offers competitive compensation and comprehensive benefits, including retirement plans.

Qualifications

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

Responsibilities

• Service existing clients.
• Build a strong client base through referral programs.
• Create client solutions without proprietary restrictions.
• Leverage a compensation plan that is fully benefitable regardless of product or company.

Skills

Investment sales experience

Client relationship management

Knowledge of financial products

Job description

Overview

Prudential Advisors is looking for an experienced financial professional in the Charleston area that is interested in working with Prudential 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 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.

Qualifications

• Series 7 and 66 (63/65) required


• Insurance license required


• Three or more years of investment sales experience

How to apply

If you are interested to learn more call me at 919-452-5080 or email me at [e-mail]. If you know someone, feel free to forward my message to them. Thank you.

Job details

• Location: Charleston area


• Seniority level: Mid-Senior level


• Employment type: Full-time


• Industry: Investment Advice and Investment Management

Benefits

• Medical insurance


• Vision insurance


• 401(k)


• Pension plan


• Disability insurance