Financial Advisor

Prudential Financial; Pella (IA); On-site; USD 65,000 - 100,000; 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

A leading financial services firm in Pella is seeking an experienced financial professional to manage an existing book of clients. The position offers tools and support for building a strong client base, along with competitive benefits including retirement programs and transition support. Candidates must have relevant licenses and at least three years of industry experience.

Qualifications

• Three or more years of industry experience required.
• Willingness to undergo a background check.
• Legally authorized to work in the United States.
• Willingness to undergo a background check and be authorized to work in the United States; visa sponsorship may be needed.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base with referral programs.
• Deliver outstanding client experience with provided tools.
• Participate in transition support and practice-building initiatives.

Skills

Financial advisory skills

Client relationship management

Communication skills

Three+ years of industry experience

Education

Insurance license

Series 6 and 63

Series 7 and 66 preferred

Job description

Overview

Prudential Advisors is looking for an experienced financial professional in the Pella 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
• If you are interested to learn more call me at 612.799.4754 or if someone in your network may be a good fit, feel free to forward my message to them. Thank you!
• Are you willing to undergo a background check, in accordance with local law/regulations?
• Are you legally authorized to work in the United States?
• Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Preferred qualifications

• How many years of Finance experience do you currently have?
• Ideal Answer: Minimum: 1

Details

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