Financial Advisor

Prudential Advisors; Holmdel Township (NJ); Vor Ort; USD 100.000 - 180.000; Vollzeit

Benefits dieser Stelle

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Transition support

Practice building programs

Zusammenfassung

A leading financial services firm in Holmdel Township is seeking an experienced financial professional to manage an existing book of clients. The ideal candidate will leverage exceptional referral programs to build a strong client base while benefiting from a support network and independent advisor experience. Required qualifications include Series 6 and 63 licenses, an insurance license, and at least two years of industry experience. This position offers competitive compensation and various retirement programs.

Qualifikationen

• Series 6 and 63 licenses are required, with Series 7 and 66 preferred.
• Existing insurance license is mandatory.
• At least two years of relevant industry experience.

Aufgaben

• Service an existing book of business immediately upon hire.
• Build a client base using referral programs.
• Create customized client solutions without proprietary sales restrictions.

Kenntnisse

Client relationship management

Financial advising

Communication skills

Jobbeschreibung

Overview

New Jersey Wealth Partners is looking for an experienced financial professional in the Holmdel area that is interested in working with an existing book of clients. 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 Contacts)
• Our practice building support.

Position offers

• The ability to service an existing book of business upon hire
• 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.
• Transition support
• Practice Building programs

Requirements

• Series 6 and 63 required. Series 7 and 66 (63/65) preferred
• Insurance license required
• Two or more years of industry experience

Contact

If you are interested to learn more call me at 716.410.0696 or email me at [e-mail]. If you know someone that may be interested, feel free to forward my message to them. Thank you!