Financial Advisor

Prudential Financial; City of Rochester (NY); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Practice building support

Access to lead programs

Job summary

A reputable financial firm in Rochester is seeking self-starters interested in a career in financial services. As part of Prudential Advisors, you'll consult clients to create tailored financial solutions and build a strong client base leveraging exceptional referral programs. No prior financial services experience is required, making this an excellent entry point for motivated individuals. Enjoy the benefits of a structured career development program and comprehensive training in a supportive team environment, allowing you to thrive in your financial career.

Qualifications

• No prior knowledge of financial services required, but exposure is a plus.
• Must be a life-long learner seeking education and growth.
• Strong communication and negotiation skills.
• Sales experience is a plus but not required.
• Willingness to develop within a financial services career.

Responsibilities

• Consult with clients to create needs-based financial solutions.
• Build a loyal client base through networking and marketing.
• Assist existing clients through lead generation.
• Work in a team to assemble optimal client solutions.

Skills

Engaging communicator

Critical thinking

Sales experience

Negotiation skills

Education

College degree

High school diploma or GED equivalent

Job description

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!