Financial Advisor

Prudential Financial; Spencer (IA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Transition support

Practice building programs

Job summary

An established industry player is seeking a Business Development Manager to join their team in Spencer. This role offers a unique opportunity to work with an existing client book while building a strong clientele through exceptional referral programs. With access to diverse lead programs and a supportive environment, you will create tailored financial solutions without proprietary constraints. Enjoy the benefits of being an independent advisor while receiving the support of a reputable firm. If you're ready to take your career to the next level and make a meaningful impact, this position is for you.

Qualifications

• 3+ years of experience in finance or sales required.
• Series 6 and 63 licenses are mandatory.

Responsibilities

• Manage an existing book of clients and develop new relationships.
• Provide tailored financial solutions and support clients effectively.

Skills

Financial Planning

Client Relationship Management

Sales Skills

Insurance Knowledge

Education

Bachelor's Degree in Finance or related field

Tools

CRM Software

Financial Planning Tools

Job description

1 week ago Be among the first 25 applicants

Business Development Manager, Prudential Advisors in MN, WI, IA, ND, SD, MT & WY

Prudential Advisors is looking for an experienced financial professional in the Spencer 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 work with 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

Referrals increase your chances of interviewing at Prudential Financial by 2x