Financial Advisor

Prudential Financial; Watertown (SD); On-site; USD 50,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) with 4% match

Pension plan

Disability insurance

Transition support

Practice building programs

Job summary

An established industry player is seeking a Business Development Manager to join their team in Watertown. This role offers the chance to leverage an existing client base while providing comprehensive financial solutions without proprietary constraints. With access to a variety of lead programs and robust transition support, you will be equipped to thrive in a supportive environment. Enjoy the independence of an advisor combined with employee benefits, including a 401(k) match and pension plans. If you are passionate about financial growth and client service, this opportunity is tailored for you.

Qualifications

• 3+ years of industry experience required.
• Series 6 and 63 licenses required; Series 7 and 66 preferred.

Responsibilities

• Manage and service an existing book of business.
• Build a strong client base utilizing referral programs.

Skills

Financial Planning

Client Relationship Management

Sales Strategy

Education

Bachelor's Degree in Finance or related field

Tools

CRM Software

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Prudential Financial

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

Prudential Advisors is seeking an experienced financial professional in the Watertown area who is interested in working with an existing book of clients. We aim to support your business growth and serve as a resource for you and your clients. Prudential provides the tools, products, and platform to deliver an outstanding client experience. Together, we help you achieve your goals through:

• Our open architecture platform for client solutions
• Practice building support

This position offers:

• The opportunity to service an existing book of business upon hire
• The chance to build a strong client base with Prudential’s referral programs
• Access to 20 different lead programs
• The ability to create client solutions without proprietary product sales requirements
• Compensation that is 100% benefitable regardless of the product or company sold
• The look and feel of an independent advisor combined with employee benefits
• Three 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 understand that making a move is a significant decision. We support you with 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 licenses required; Series 7 and 66 (or 63/65) preferred
• Insurance license required
• Three or more years of industry experience

If you're interested in learning more, call me at 612.799.4754 or feel free to forward this message to someone in your network who may be a good fit. Thank you!

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

Inferred benefits from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

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