Financial Advisor

Prudential Financial; Lower Merion Township (Montgomery County); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Performance-based compensation

Flexible training programs

Health benefits and 401(k)

Job summary

A leading financial services firm in Lower Merion Township is seeking a motivated Financial Planner. The role involves building relationships with clients, preparing financial plans, and guidance towards retirement. No prior experience is necessary as comprehensive training is provided. Competitive performance-based compensation is offered alongside benefits. This position is ideal for self-starters looking towards a rewarding career in finance.

Qualifications

• Self-starter attitude required.
• Engaging communication and negotiation skills.
• Previous sales experience or networking skills valued.

Responsibilities

• Develop relationships with clients.
• Gather client information to build financial plans.
• Help clients prepare for retirement.
• Prepare and review investment portfolio recommendations.

Skills

Self-starter

Customer service champion

Engaging communicator

Problem solver

Lifelong learner

Critical thinker

Sales experience

Education

High school diploma or GED

College degree or equivalent work/life experience

Job description

Overview

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!

We have an opening for a highly motivated analytical individual to join our firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.

Responsibilities

The Financial Planner is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program ("CDP"), your typical day may include:

• Developing relationships with clients (both existing and prospective).
• Gathering client information and using that information to build robust financial plans.
• Helping clients prepare for their retirement.
• Preparing and reviewing investment portfolio recommendations.

Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.

Qualifications

• Are a self-starter.
• Are a customer service champion.
• Are an engaging and compelling communicator and negotiator.
• Are a problem solver.
• Are a life‑long student seeking continued education and professional development.
• Are a critical thinker.
• Have prior sales experience and/or enjoy networking and seeking new clients.
• Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.

What We Offer

• Provide a framework to help you attain all licensing and education needed to progress through the career.
• Support your learning through joint work and a team environment.
• Provide competitive, pay‑for‑performance compensation, which includes commissions and benefits that are unique in our industry.
• Provide a roadmap for your success with our experienced team of leaders.

Learn more about this exciting opportunity. Call me at 267‑713‑1640 or email [e-mail] to schedule an informational interview!

The path to becoming a Financial Professional begins with the Pre‑Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre‑Contract Affiliate phase, should you receive and accept an offer to commence part‑time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full‑time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis.

FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company‑sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave.

Equal Employment Opportunity

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW.

Prudential is an Employer that participates in E‑Verify.