Financial Professional

Prudential Advisors; Town of Florida (NY); Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Pay-for-performance compensation

Joint work and support

401(k) plan options

Company-sponsored health benefits

Job summary

A financial services firm in Florida is seeking a motivated individual to join their team as a Financial Professional. This role involves developing relationships with clients, gathering information to create financial plans, and preparing retirement strategies. No prior industry knowledge is necessary. The firm offers competitive, performance-based compensation that can reach between $50,000 and $75,000 in the first year, along with comprehensive benefits, including 401(k) plans and insurance options.

Qualifications

• Self-starter with a drive for success.
• Engaging and compelling communicator.
• Critical thinker and life-long learner.

Responsibilities

• Develop relationships with clients.
• Gather client information for financial planning.
• Help clients prepare for retirement.
• Review investment portfolio recommendations.

Skills

Customer service skills

Communication skills

Problem-solving skills

Sales experience

Networking

Education

High school diploma or GED

College degree or equivalent work/life experience

Job description

Overview

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!

We have an opening for a highly motivated analytical individual to join us in our Florida firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. ****(This can be either remote, hybrid, or an onsite position, but you must reside in Florida) ******

Responsibilities

• Developing relationships with clients (both existing and prospective)
• Gathering client information and using that information to build robust financial plans
• Helping clients prepare for their retirement.
• Preparing and reviewing investment portfolio recommendations

Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.

Qualities & Expectations (YOU)

• Are a self-starter.
• Are a customer service champion.
• Are an engaging and compelling communicator and negotiator.
• Are a problem solver.
• Are a Life-long student seeking continued education and professional development.
• Are a critical thinker.
• Have prior sales experience and/or enjoy networking and seeking new clients.
• Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.

Benefits & Support (WE)

• Provide a framework to help you attain all licensing and education needed to progress through the career.
• Support your learning through joint work and a team environment.
• Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry.
• Provide a roadmap for your success with our experienced team of leaders.

The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave.

Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

Prudential is an Employer that participates in E-Verify.