Financial Planner: Grow an Existing Book with Independence

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.

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

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.