Experienced Financial Advisor

Prudential Financial; Cleveland (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Job summary

A leading financial services firm is seeking an experienced financial professional in Cleveland. The role requires managing and expanding an existing client base while providing tailored financial solutions. Applicants must have investment sales experience of three years or more, along with Series 7 and 66 licenses. This position offers growth opportunities as an independent advisor with unique benefits and retirement programs.

Qualifications

• Three or more years of investment sales experience.
• Must have Series 7 and 66 licenses.
• Current insurance license is required.

Responsibilities

• Work with an existing client base.
• Build a strong client base through referral programs.
• Create client solutions without proprietary selling.

Skills

Investment sales

Client relationship management

Financial planning

Education

Series 7 and 66 (63/65)

Insurance license

Job description

Prudential Advisors is looking for an experienced financial professional in the Cleveland area that is interested in working with Prudential existing client's 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.

Responsibilities

• Work with an existing client base.
• Build a strong client base with Prudential’s exceptional referral programs.
• Create client solutions without proprietary products sells requirements.

Benefits

• Compensation that is 100% benefitable regardless of the product or company you sell.
• Growth opportunities as 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.

Qualifications

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