Financial Advisor - Independent-Feel Growth & Solutions

Prudential Financial; Casper (WY); On-site; USD 50,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

Job summary

A financial advisory firm in Casper, WY seeks a Business Development Manager to service existing clients and build a solid client base. Candidates must hold Series 7 and 66 licenses, alongside an insurance license, and have at least three years of investment sales experience. This position offers a robust compensation model and access to excellent referral programs. Benefits include 401(k) matching and pension plans.

Qualifications

• Three or more years of investment sales experience required.
• Series 7 and 66 (or 63/65) and insurance license required.

Responsibilities

• Service existing clients and build a strong client base.
• Create client solutions without proprietary product sales requirements.
• Enjoy the benefits of being an employee while having an independent advisor feel.

Skills

Investment sales experience

Client relationship management

Financial advisory skills

Education

Series 7 and 66 (63/65)

Insurance license

Job description

A financial advisory firm in Casper, WY seeks a Business Development Manager to service existing clients and build a solid client base. Candidates must hold Series 7 and 66 licenses, alongside an insurance license, and have at least three years of investment sales experience. This position offers a robust compensation model and access to excellent referral programs. Benefits include 401(k) matching and pension plans.