Financial Advisor

Prudential Advisors; New Jersey; On-site; USD 15 - 75,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

Job summary

A leading financial services firm in New Jersey is looking for a highly motivated individual to join their team as a Regional Director. In this role, you will build client relationships, assist in retirement preparation, and develop financial plans. This position offers comprehensive training, starting part-time with potential growth into a full-time role with commissions. The company provides medical, vision, and 401(k) benefits.

Qualifications

• No prior knowledge of financial services required, exposure is a plus.
• Prepare to obtain required FINRA and state licenses.

Responsibilities

• Develop relationships with clients and gather information for financial plans.
• Prepare and review investment portfolio recommendations.
• Help clients prepare for their retirement.

Skills

Self-starter

Customer service champion

Engaging communicator

Problem solver

Critical thinker

Prior sales experience

Networking skills

Education

College degree or equivalent work/life experience

High school diploma or GED equivalent

Job description

Regional Director at Prudential Advisors

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. In general, 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.

About the Role

The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (CDP), your typical day may include:

• 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

Responsibilities

Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.

• Are a self-starter
• Are a customer service champion
• Are an engaging and compelling communicator and negotiator
• Are a problem solver
• Are a Life-long 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

Required Skills

The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company.

Preferred Skills

Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave.

Pay range and compensation package

Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. 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.

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Pension plan
• Disability insurance