Financial Advisor

Prudential Financial; Ottumwa (IA); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Practice building support

Transition support

Job summary

An established industry player is seeking an experienced financial professional to join their team in Ottumwa. This role offers the unique opportunity to service an existing book of clients while building a robust client base through exceptional referral programs. With access to a diverse range of lead programs and the freedom to create client solutions without proprietary sales requirements, you’ll enjoy the independence of an advisor with the support of a well-respected firm. Comprehensive retirement programs and transition support further enhance this appealing position, making it an excellent opportunity for motivated individuals looking to thrive in the financial sector.

Qualifications

• Three or more years of industry experience required.
• Series 6 and 63 licenses are mandatory.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with referral programs.

Skills

Financial advising

Client relationship management

Sales skills

Understanding of financial products

Education

Series 6 certification

Series 63 certification

Insurance license

Tools

Client management software

Financial planning tools

Job description

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

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

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
• Three or more years of industry experience

Required qualifications:

• Are you willing to undergo a background check, in accordance with local law/regulations?
• Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?
• Are you legally authorized to work in the United States?

Preferred qualifications:

• How many years of Finance experience do you currently have?

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales