Financial Advisor

Prudential Financail; Marshalltown (IA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Practice building support

Transition support

Job summary

An established industry player is seeking a seasoned financial professional in the Marshalltown area to enhance client relationships and grow a successful practice. This role offers the unique opportunity to service an existing client book right from the start, backed by a robust support system and diverse lead programs. You will enjoy the independence of an advisor while benefiting from the resources and stability of an employee. With competitive compensation and a suite of retirement plans, this position is designed to empower you to achieve your professional goals while providing exceptional service to your clients. Join us for a confidential conversation about your future today!

Qualifications

• 3+ 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 with referral programs.

Skills

Client Relationship Management

Financial Planning

Sales Skills

Insurance Knowledge

Education

Insurance License

Series 6 and 63

Series 7 and 66 (preferred)

Job description

Prudential Advisors is looking for an experienced financial professional in the Marshalltown area who 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 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
• Three or more years of industry experience

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance and Sales