Financial Advisor

Prudential Financial

Saint Paul (MN)

Vor Ort

USD 60.000 - 100.000

Vollzeit

14 Tage+

Eine vollständige Bewerbung in einer Minute

Maßgeschneiderter Lebenslauf und Anschreiben – versandbereit.

Schaffe es an den ATS-Filtern vorbei

Benefits dieser Stelle

401(k) with 4% match
Cash balance pension plan
Pension enhancement plan
Transition support
Practice building programs

Zusammenfassung

An established industry player is seeking experienced financial professionals in Minnesota to join their team. This role offers the unique opportunity to work with an existing book of clients while providing the tools and support needed to grow your business. With access to various lead programs and the flexibility to create client solutions without proprietary sales requirements, you can enjoy the independence of an advisor while benefiting from the resources of a well-regarded firm. If you're ready to take your career to the next level and build lasting client relationships, this is the perfect opportunity for you.

Qualifikationen

  • Series 6 and 63 required; Series 7 and 66 preferred.
  • Insurance license and three years of industry experience required.

Aufgaben

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

Kenntnisse

Client Relationship Management
Financial Planning
Sales Strategy
Networking

Ausbildung

Bachelor's Degree

Tools

Financial Software
CRM Systems

Jobbeschreibung

Prudential Advisors is looking for experienced financial professionals in Minnesota that are 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 offers:

  • 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!

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance, Sales, and Strategy/Planning

Industries

Financial Services, Banking, and Insurance

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