Financial Advisor

Prudential Financial

Colorado

On-site

USD 60,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Medical insurance
Vision insurance
401(k) with a 4% match
Pension plan
Disability insurance

Job summary

A financial advisory firm in Colorado is seeking an experienced financial advisor to manage an existing book of business and develop client relationships. The ideal candidate has at least three years of investment sales experience and holds the necessary licenses. This full-time position offers a competitive compensation package with benefits including a 401(k) and pension plan.

Qualifications

  • Three or more years of investment sales experience.
  • Series 7 and 66 (or 6 and 63/65) required.
  • Insurance license required.

Responsibilities

  • Service an existing book of business upon hire.
  • Develop and maintain client relationships to deliver financial solutions.
  • Collaborate with a team and leverage referral programs to grow client base.

Skills

Investment sales experience
Client relationship management
Financial planning

Education

Series 7 and 66 (or 6 and 63/65)
Insurance license

Job description

3 weeks ago Be among the first 25 applicants

Overview

Prudential Advisors is looking for an experienced financial advisor in your area. 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 an existing book of business upon hire
  • The opportunity to work on a team and build a strong client base with Prudential’s exceptional referral programs
  • The ability to create client solutions with NO 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 and support of traditional employment
  • 2 retirement programs: a 401(k) with a 4% match, a cash balance pension plan
Responsibilities
  • Service an existing book of business upon hire
  • Develop and maintain client relationships to deliver financial solutions
  • Collaborate with a team and leverage referral programs to grow client base
  • Provide client-focused financial planning and advisory services
Qualifications
  • Series 7 and 66 (or 6 and 63/65) required
  • Insurance license required
  • Three or more years of investment sales experience
Seniority level
  • Associate
Employment type
  • Full-time
Job function
  • Finance and General Business

Referrals increase your chances of interviewing at Prudential Financial by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

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Fort Morgan, CO $60,000.00-$80,000.00 1 week ago

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