Financial Planner

Prudential Financial; New Jersey; On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

401(k) with a 4% match

Cash balance pension plan

Support of traditional employment

100% benefitable compensation

Independent with employee benefits

401(k) + cash balance pension

Job summary

A financial services company in New Jersey is seeking a Regional Director to manage an existing book of clients. The position offers a unique opportunity to provide financial solutions without proprietary product sales requirements, alongside competitive benefits including retirement programs. Candidates must have Series 7 and 66 licenses and at least three years of investment sales experience.

Qualifications

• Series 7 and 66 (or 6 and 63/65) required.
• Insurance license required.
• Three or more years of investment sales experience.

Responsibilities

• Service an existing book of business upon hire.
• Work on a team and build a strong client base.
• Create client solutions with no proprietary products sales requirements.

Skills

Investment sales experience

Client management

Financial planning

Investment sales experience

Job description

Overview

Regional Director at Prudential Advisors

Prudential Advisors is looking for experienced financial professionals in the Somerset County New Jersey area that are interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:

• The ability to service an existing book of business upon hire
• The opportunity to work on a team and build a strong client base with Prudential’s exceptional referral programs
• The ability to create client solutions with NO 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 and support of traditional employment
• 2 retirement programs: a 401(k) with a 4% match, a cash balance pension plan.

Requirements

• Series 7 and 66 (or 6 and 63/65) required
• Insurance license required
• Three or more years of investment sales experience

(IF you are an RIA, please reach out to me directly via LinkedIn or email)

If you are interested to learn more please email me at [e-mail] or if you know someone feel free to forward my message to them. Thank you