Financial Advisor: Grow an Existing Client Book

Prudential Advisors; Holmdel Township (NJ); On-site; USD 100,000 - 180,000; 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

A leading financial services firm in Holmdel Township is seeking an experienced financial professional to manage an existing book of clients. The ideal candidate will leverage exceptional referral programs to build a strong client base while benefiting from a support network and independent advisor experience. Required qualifications include Series 6 and 63 licenses, an insurance license, and at least two years of industry experience. This position offers competitive compensation and various retirement programs.

Qualifications

• Series 6 and 63 licenses are required, with Series 7 and 66 preferred.
• Existing insurance license is mandatory.
• At least two years of relevant industry experience.

Responsibilities

• Service an existing book of business immediately upon hire.
• Build a client base using referral programs.
• Create customized client solutions without proprietary sales restrictions.

Skills

Client relationship management

Financial advising

Communication skills

Job description

A leading financial services firm in Holmdel Township is seeking an experienced financial professional to manage an existing book of clients. The ideal candidate will leverage exceptional referral programs to build a strong client base while benefiting from a support network and independent advisor experience. Required qualifications include Series 6 and 63 licenses, an insurance license, and at least two years of industry experience. This position offers competitive compensation and various retirement programs.