Financial Planner with Robust Support

ZipRecruiter; Germantown (MD); Hybrid; USD 60,000 - 100,000; Full time

Job summary

Join a leading financial planning firm as a Financial Planner in the Greater D.C. region and play a pivotal role in our growth. You will leverage advanced technologies and received exceptional support to deliver high-quality financial planning and help clients achieve long-term security, all while enjoying competitive compensation and benefits.

Benefits

Flexible schedule

Retirement plan

Health insurance

Training & development

Performance bonuses

Qualifications

• Must hold or be pursuing Series 7, 66, and Life/Health Insurance License.
• Required 4-year college degree.
• Commitment to professional development.

Responsibilities

• Play a vital role in shaping the future of the business.
• Provide high-quality financial advice to clients.
• Develop and maintain client relationships.

Skills

Communication

Analytical Skills

Client Management

Education

4-year college degree

Life/Health Insurance License

Series 7

Series 66

Passing the SIE exam

Job description

Job Description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join Prudential Advisors - Greater D.C.

With substantial growth underway across our region of markets, we are seeking experienced Financial Planners to join our team. This is a unique opportunity to play a vital role in shaping the future of our expanding business and making a meaningful impact in the local community.

About Prudential Advisors - Greater D.C.

Prudential Advisors Greater D.C. stands as one of the top financial planning firms in the country, with approximately 140 advisors driving its success. Our vision is to become the most recognized and respected financial services firm in the Mid-Atlantic Region.

We provide high-quality advice and maintain a total focus on the client experience. More than just financial professionals, we are dedicated to making a meaningful impact in the greater community through both our business expertise and public service. Our office environment is built on a foundation of success and collaboration, consisting of a talented and diverse team of leaders focused on one objective: excellence.

With a culture centered around comprehensive financial planning, the majority of our new clients come through referrals. Beyond our commitment to clients, we proudly support charitable organizations such as Comfort Cases, Foundations Fighting Blindness, and Light The Night, The Leukemia & Lymphoma Society.

Our growing offices are located:

• 909 Rose Avenue, Suite 650, North Bethesda, MD 20852
• 1919 Gallows Road, Suite 100, Vienna, VA 22182

Our Differentiators:

• Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product-agnostic approach by leading with financial planning and providing industry-leading support.
• Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.
• Growth Opportunities: Build assets, buy books of business, or create a practice to sell—a rare path to long-term success.
• Leadership and Management Potential: Opportunities for advancement by leading and developing teams.
• FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at no cost.
• Business Development Services: Back-office and administrative support to free up your time for growth.
• Flexible Work Options: Choose from office, remote, or hybrid work arrangements, providing flexibility while maintaining access to necessary tools and infrastructure.

Meet Our Team:

Regional Director, Brady Brassford: Brady joined Prudential's Career Development program right out of college, obtaining licenses, building a practice, and transitioning into leadership. Brady has been with Prudential for 10 years.

• Passionate about golf, pickleball, baseball, reading books, and traveling.

Regional Director, Vanessa Echeverria: Vanessa joined Prudential in July 2024. Prior to Prudential, she started her career as a professional fundraiser/development for nonprofits, including living internationally to support children's missions. She supported about 400 independent financial advisors in growing their practices, scaling teams, recruiting experienced advisors, and leading transition teams.

• Passionate about spending time with her blue Shar Pei and staying active. She enjoys playing soccer, hockey, doing Pilates, and dancing ballet.

Advisor, Matt Koppelman: Matt has been with Prudential for 3-4 years and is one of the top producers in the company. Prior to Prudential, he worked in the service industry in hotels, restaurants, and nightclubs.

• Passionate about traveling, spending time with family, college football, trying new restaurants, and charity work.

With the Support of Prudential and LPL Financial:

As part of a Fortune 100 financial services firm and a top independent broker-dealer, Prudential and LPL Financial provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a network of experts, empowering you to deliver exceptional client outcomes and grow your career.

Licensing and Education Requirements:

We seek individuals committed to professional development who hold or are pursuing these licenses:

• Series 7
• Series 66
• Passing the SIE (Securities Industry Essentials) exam
• Life/Health Insurance License
• 4-year college degree

Position Benefits and Compensation:

• 401(k) with matching contributions
• Cash Balance Pension Plan
• Pension enhancement for top professionals
• Private office expense support
• Competitive compensation and bonuses
• Expressed payouts on Life Insurance & Annuity products
• Deferred compensation plan for eligible professionals
• Medical, dental, vision benefits & healthcare reimbursement account
• Life insurance, accident insurance, and income insurance coverage
• Mutual fund investment plan
• Business programs and conferences

Join Us in Making an Impact!

We are dedicated to helping people achieve long-term financial security. If you're ready to make a difference and grow your career, consider joining Prudential, LPL Financial, and our local team today.

Disclosure Statement: During the interview process, candidates will be introduced to the financial services firm and broker-dealer designations supporting this role. All activities will comply with regulatory frameworks.

Flexible work from home options available.