Financial Planner

Prudential Financial; New Jersey; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Support of traditional employment benefits

Job summary

A financial services firm in New Jersey is seeking a Regional Director to service an existing book of clients and build a strong client base. The ideal candidate will have three or more years in investment sales, along with required securities and insurance licenses. This position offers a unique blend of independence alongside traditional employment benefits, including competitive compensation and retirement plans.

Qualifications

• Three or more years of investment sales experience required.
• Licenses for securities and insurance are mandatory.
• Three or more years of investment sales experience.

Responsibilities

• Service an existing book of business upon hire.
• Work on a team to build a strong client base.
• Provide client solutions without proprietary sales requirements.

Skills

Investment sales experience

Client relationship management

Financial planning

Education

Insurance license

Series 7 and 66 (or 6 and 63/65)

Job description

Regional Director at Prudential Advisors

Prudential Advisors is looking for experienced financial professionals in the Morris County, New Jersey area that are interested in working with an existing book of clients. This 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.
• Two 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 [e-mail] or if you know someone feel free to forward my message to them. Thank you

Seniority level

• Mid-Senior level

Employment type

• Full-time