Financial Advisor

Prudential Advisors; Toms River (NJ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with a 4% match

Cash balance pension plan

Transition support

Practice Building programs

Job summary

A leading financial services firm is looking for experienced financial professionals near Toms River, NJ. Successful candidates will be tasked with servicing a book of clients, leveraging referral programs, and providing tailored client solutions without proprietary sales pressures. Ideal candidates will have the necessary licenses and a background in finance. The firm provides robust practice support and competitive compensation models, combining the flexibility of independence with employee benefits.

Qualifications

• Required Series 6 and 63 licenses, with Series 7 and 66 preferred.
• Minimum of two years of industry experience.
• Active insurance license is mandatory.

Responsibilities

• Service an existing book of business upon hire.
• Build a strong client base using referral programs.
• Create client solutions without proprietary products.

Skills

Client relationship building

Financial advisory services

Education

Insurance license

Series 6 and 63

Job description

New Jersey Wealth Partners is looking for an experienced financial professional near Toms River, NJ that 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 competitive payouts (Both Standard and 1099 Contacts)
• 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
• Two or more years of industry experience

If you are interested to learn more call me at 716.410.0696 or email me at [e-mail]. If you know someone that may be interested, feel free to forward my message to them. Thank you!