Independent Financial Advisor - Grow with Existing Clients

Prudential Financial; Cleveland (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Job summary

A leading financial services firm is seeking an experienced financial professional in Cleveland. The role requires managing and expanding an existing client base while providing tailored financial solutions. Applicants must have investment sales experience of three years or more, along with Series 7 and 66 licenses. This position offers growth opportunities as an independent advisor with unique benefits and retirement programs.

Qualifications

• Three or more years of investment sales experience.
• Must have Series 7 and 66 licenses.
• Current insurance license is required.

Responsibilities

• Work with an existing client base.
• Build a strong client base through referral programs.
• Create client solutions without proprietary selling.

Skills

Investment sales

Client relationship management

Financial planning

Education

Series 7 and 66 (63/65)

Insurance license

Job description

A leading financial services firm is seeking an experienced financial professional in Cleveland. The role requires managing and expanding an existing client base while providing tailored financial solutions. Applicants must have investment sales experience of three years or more, along with Series 7 and 66 licenses. This position offers growth opportunities as an independent advisor with unique benefits and retirement programs.