Financial Advisor

Prudential Financial; City of Rochester (NY); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Professional development programs

Job summary

A leading financial services firm in Rochester seeks driven individuals to join as advisors. Responsibilities include consulting with clients to develop tailored financial solutions and building a loyal client base through excellent service and networking. The role provides comprehensive training in the financial services industry, with no prior experience required, along with access to multiple lead programs and competitive compensation. Candidates should be engaging communicators with critical thinking skills and a desire for continuous learning.

Qualifications

• No prior knowledge of financial services industry is required; training provided.
• Life-long learning and continuous professional development encouraged.
• Prior sales experience is preferred but not required.

Responsibilities

• Consult with clients to create needs-based financial solutions.
• Build a loyal client base through networking and excellent customer service.
• Assist existing clients through lead generation programs.

Skills

Engaging communicator

Negotiation skills

Critical thinking

Education

High school diploma or GED equivalent

College degree or equivalent work/life experience

Job description

Overview

Prudential Advisors is looking for driven, motivated self-starters in the Rochester area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through:

• Our open architecture platform for client solutions
• Our competitive payouts (Both Standard and 1099 contracts)
• Our practice building support.

This position will offer:

• The ability to service an existing book of business after completion of career development program.
• The ability to build a strong client base with Prudential’s exceptional referral programs.
• Access to 20 different types of lead programs.
• The opportunity to create client solutions without proprietary products 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.
• 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan.
• Practice Building programs.

Overall Responsibilities

• Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection and retirement planning strategies.
• Build a loyal client base by networking, target marketing and excellent customer service.
• Assist existing Prudential clients through our lead generation programs.
• Work in a team environment to assemble the best possible solutions for our clients.

Required Skills, Knowledge and Experience

Prudential Advisors, one of the Prudential Financial Companies, is looking for individuals who are committed to making an impact in the lives of the people with whom we work. Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. We are seeking individuals with these attributes:

• Engaging and compelling communicator and negotiator
• Life-long student (seeks continued education and professional development)
• Critical thinker
• Prior sales experience is preferred but not required.
• College degree but equivalent work/life experience will be considered. A high school diploma or GED equivalent is required.

If you are interested to learn more call me at 716-818-0262 or email me at [e-mail]. If you know someone that may be interested, feel free to forward my message to them. Thank you!