Financial Advisor

Prudential Financial; Holmdel Township (NJ); On-site; USD 60,000 - 100,000; 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

Transition support

Job summary

An established industry player is looking for a Business Development Manager to join their team in Holmdel Township. This role offers the unique opportunity to work with an existing book of clients while leveraging a wide array of lead programs and support for practice building. You'll enjoy the independence of being an advisor while benefiting from employee perks, including a robust retirement plan and comprehensive transition support. If you're passionate about helping clients achieve their financial goals and thrive in a dynamic environment, this position is an exciting opportunity to elevate your career.

Qualifications

• Minimum two years of industry experience required.
• Series 6 and 63 licenses are mandatory.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base using referral programs.

Skills

Business Development

Sales

Client Relationship Management

Financial Advisory

Education

Series 6 License

Series 63 License

Insurance License

Series 7 License

Series 66 License

Job description

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Business Development Manager at Prudential Advisors

Prudential Advisors is seeking an experienced financial professional in the Holmdel, NJ area who is interested in working with an existing book of clients. We aim to support your business growth and serve as a resource for you and your clients. Prudential provides the tools, products, and platform to deliver an outstanding client experience. Together, we help you achieve your goals through:

• Our open architecture platform for client solutions
• Competitive payouts (Standard and 1099 Contacts)
• Practice building support

This position offers:

• The opportunity to service an existing book of business upon hire
• The chance to build a strong client base with Prudential’s referral programs
• Access to 20 different lead programs
• The opportunity to create 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
• Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan
• Transition support
• Practice building programs

We understand that making a move is a significant decision. We support you with financial packages designed to facilitate your transition to Prudential. Let’s have a confidential conversation today!

Requirements:

• Series 6 and 63 licenses required; Series 7 and 66 (or 63/65) preferred
• Insurance license required
• At least two years of industry experience

If interested, contact me at 716.410.0696 or [e-mail]. Feel free to forward this message to anyone who might be interested. Thank you!

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job functions: Business Development, Sales, and Finance
• Industries: Financial Services and Insurance

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