Financial Advisor

Prudential Financial; Okoboji (IA); On-site; USD 60,000 - 90,000; Full time

Job summary

A national financial services firm in Okoboji is seeking an experienced financial professional to manage an existing client base. You will build a strong client network leveraging various referral programs while ensuring a high-quality experience for clients. Candidates must hold necessary financial licenses and have at least three years of industry experience. This full-time role offers comprehensive support to ease your transition into the firm.

Qualifications

• Series 6 and 63 required; Series 7 and 66 preferred.
• Insurance license required.
• Three or more years of industry experience.
• Legally authorized to work in the United States.
• Background check may be required by local law/regulations.
• Sponsorship for employment visa status: Ideally No.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base leveraging provided referral programs.
• Deliver a high-quality client experience.
• Deliver a high-quality client experience using Prudential’s tools and platform.

Skills

Client relationship management

Financial analysis

Sales techniques

Background check

Visa sponsorship

Job description

Overview

Prudential Advisors is looking for an experienced financial professional in the Okoboji 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

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.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base leveraging Prudential’s referral programs and lead programs.
• Create client solutions without relying on proprietary product sales requirements.
• Deliver a high-quality client experience using Prudential’s tools and platform.

Qualifications

• Series 6 and 63 required. Series 7 and 66 (63/65) preferred.
• Insurance license required.
• Three or more years of industry experience.
• Legally authorized to work in the United States.
• Are you willing to undergo a background check, in accordance with local law/regulations?
• Employment sponsorship: Are you currently requiring sponsorship for employment visa status? (Ideal Answer: No)

Preferred qualifications

• Finance experience: Minimum 1 year.

Employment details

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