Financial Advisor

Prudential Advisors; Marlton (NJ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Transition support

Practice building programs

Transition support

Retirement programs

Job summary

A leading financial services firm in Marlton is seeking an experienced financial professional to manage an existing clientele. Candidates must hold necessary licenses, including Series 6 and 63, and possess at least two years of industry experience. The role includes strong client relationship opportunities and support to build business, along with competitive compensation packages including retirement benefits. Join us for a confidential conversation about your future.

Qualifications

• Series 6 and 63 required; Series 7 and 66 preferred.
• Insurance license required.
• Two or more years of industry experience.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with referral programs.
• Create client solutions without proprietary sales requirements.
• Create client solutions without proprietary product sales requirements.

Skills

Client relationship management

Financial advising

Sales techniques

Series 66

Insurance license

Industry experience

Job description

New Jersey Wealth Partners is looking for an experienced financial professional in the Marlton 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.

This position will offer:

• 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

We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let’s have a confidential conversation today!

Requirements:

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

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!