Independent Financial Advisor – Lead Programs & Practice Building

Prudential Financial; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Lead programs access

Job summary

A financial services firm seeks motivated individuals for a role as a financial advisor in New York. This position emphasizes building a client base and providing needs-based financial solutions. Comprehensive training is offered; thus, prior financial experience, while beneficial, is not required. Candidates should have strong communication skills, critical thinking abilities, and a willingness to pursue professional development. The role features competitive compensation and retirement plans, alongside the support necessary to achieve client satisfaction.

Qualifications

• Prior sales experience is preferred but not required.
• Always seeking continued education and professional development.
• Comprehensive training provided for those without financial services knowledge.

Responsibilities

• Consult with clients to create needs-based financial solutions.
• Build a loyal client base through networking and excellent customer service.
• Assist clients through lead generation programs.

Skills

Engaging communicator

Negotiation skills

Critical thinking

Education

High school diploma or GED

College degree or equivalent experience

Job description

A financial services firm seeks motivated individuals for a role as a financial advisor in New York. This position emphasizes building a client base and providing needs-based financial solutions. Comprehensive training is offered; thus, prior financial experience, while beneficial, is not required. Candidates should have strong communication skills, critical thinking abilities, and a willingness to pursue professional development. The role features competitive compensation and retirement plans, alongside the support necessary to achieve client satisfaction.