Financial Advisor

Prudential Advisors; New Jersey; On-site; USD 80,000 - 160,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Transition support

Practice building programs

Job summary

A financial services firm based in New Jersey is seeking an experienced financial professional to work with an existing book of business. The role involves managing client relationships, building a strong client base with referral programs, and providing tailored client solutions without proprietary sales requirements. Ideal candidates have the required insurance licenses and industry experience. The firm offers competitive compensation, transition support, and practice-building programs, making it an attractive opportunity for seasoned professionals.

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 excellent referral programs.
• Create client solutions without proprietary product sales requirements.

Skills

Client relationship management

Financial advising

Business development

2+ years of industry experience

Job description

Overview

New Jersey Wealth Partners is looking for an experienced financial professional in Monmouth County 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.

What we offer

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

Transition support and confidentiality

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

Contact

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!