Financial Advisor

Prudential Financial; Mason City (IA); On-site; USD 80,000 - 140,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Transition support

Practice building programs

Practice-building resources

Lead programs access

Job summary

A financial services firm in Mason City is seeking an experienced financial professional to manage an existing client book while developing new relationships. Candidates should hold relevant licenses and possess at least three years of industry experience. The firm offers competitive compensation, a supportive transitional framework, and resources for client management. This role is ideal for those looking to balance independence with employee benefits.

Qualifications

• 3+ years of financial industry experience.
• Must have Series 6 and 63 licenses; Series 7 and 66 preferred.
• Insurance license is required.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with referral programs.
• Utilize various lead programs to generate new clients.
• Create client solutions without proprietary products sales requirements

Skills

Client relationship management

Lead generation

Financial planning

Education

Series 6 & 63 license

Insurance license

Job description

Overview

Prudential Advisors is looking for an experienced financial professional in the Mason City 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.

We help you achieve your goals through open architecture for client solutions and practice building support.

Responsibilities

• Service an existing book of business upon hire
• Build a strong client base with Prudential’s referral programs
• Utilize 20 different types of lead programs
• Create client solutions without proprietary products sales requirements

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.

Benefits and what you get

• Compensation that is 100% benefitable regardless of the product or company you sell
• 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
• Access to lead programs and practice-building resources

Requirements

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

Job details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales

For more information or to discuss fitting opportunities, please contact the recruiter at 612.799.4754 or forward this message to potential candidates. Thank you!