Financial Advisor

Prudential Financial; Morristown (NJ); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

401(k)

Medical, dental, and vision insurance

Paid leave

Job summary

A financial services firm in Morristown is seeking a highly motivated Regional Director to develop client relationships and assist in financial planning. The ideal candidate is a self-starter and strong communicator, with a college degree or equivalent experience. No prior financial knowledge is necessary due to a comprehensive training program. This role offers a competitive salary and benefits, including a comprehensive training program.

Qualifications

• Entrepreneurial individual seeking a career opportunity.
• Willingness to learn and develop in financial services.

Responsibilities

• Develop relationships with clients.
• Gather client information to create financial plans.
• Assist clients with retirement preparation.
• Review investment portfolio recommendations.

Skills

Self-starter

Customer service champion

Engaging communicator

Problem solver

Critical thinker

Sales experience

Networking

Education

College degree or equivalent work/life experience

High school diploma or GED equivalent

Job description

Overview

Regional Director at Prudential Advisors — Prudential Financial, Morristown, New Jersey.

About the Company

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 us in our Basking Ridge firm. 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

• 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

Qualifications and Required Skills

• Are a self-starter
• Are a customer service champion
• Are an engaging and compelling communicator and negotiator
• Are a problem solver
• Are a lifelong 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
• No prior knowledge of the financial services industry is required due to our comprehensive training and development program

Pay, Compensation, and Benefits

• Base pay range: $50,000.00/yr - $75,000.00/yr
• Compensation path includes part-time CDP Affiliate phase (initial pay: $15/hour, subject to state minimums)
• Full-time Financial Professional Associate (FPA) through commissions and bonuses in the first full year (typical range $50,000 - $75,000 in commissions/bonuses)
• Eligible for 401(k), medical, dental, vision, life insurance, and paid leave, subject to plan terms

Employment Type

Full-time

Equal 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. The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify.