Financial Advisor

Prudential Financial; Great Falls (MT); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

Job summary

A financial services company in Great Falls, MT, is seeking an experienced Business Development Manager to serve its existing client base and build new clientele through referral programs. This full-time position requires Series 7 and 66 licenses, and at least three years of investment sales experience. The role offers competitive compensation and benefits, including a 401(k) match and pension plans.

Qualifications

• Series 7 and 66 (63/65) licenses required.
• Insurance license required.
• At least three years of investment sales experience.

Responsibilities

• Serve existing clients.
• Build a strong client base through Prudential’s referral programs.
• Create client solutions without proprietary product sales.

Job description

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Direct message the job poster from Prudential Financial.

Business Development Manager / Strategic Growth Partner / Upper Midwest & MT, WY

Prudential Advisors is seeking an experienced financial professional in the Great Falls area who is interested in working with Prudential's existing client base. This position offers an opportunity to grow your career and business while helping individuals and families with their financial solutions. The role includes:

• Serving existing clients
• Building a strong client base through Prudential’s referral programs
• Creating client solutions without proprietary product sales requirements
• Compensation that is 100% benefitable regardless of the product or company sold
• The look and feel of an independent advisor with the benefits of being an employee
• Access to three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan

Requirements:

• Series 7 and 66 (63/65) licenses required
• Insurance license required
• At least three years of investment sales experience

If you'd like to learn more, please call me at 612.799.4754 or email [e-mail]. Feel free to share this message with anyone in your network who might be interested. Thank you!

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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

Perks and benefits inferred from the description:

• Medical insurance
• Vision insurance
• 401(k)
• Pension plan
• Disability insurance

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