Independent-Style Financial Advisor with 20 Lead Programs

Prudential Financial; New York (NY); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

401(k) with a 4% match

Cash balance pension plan

Pension enhancement plan

Access to lead programs

Practice building programs

Job summary

A financial services company is seeking motivated individuals in Monroe County to join as financial advisors. This position offers the opportunity to consult with clients and create tailored solutions to help them achieve financial goals. Applicants should be effective communicators and possess a commitment to growth. The role provides comprehensive training, a chance to service an existing client base, and competitive compensation with a 401(k) plan and pension options.

Qualifications

• No prior financial services knowledge required, but prior exposure is a plus.
• Must be committed to making an impact in clients' lives.

Responsibilities

• Consult with clients to create needs-based financial solutions.
• Build a loyal client base through networking and marketing.
• Assist existing clients through lead generation programs.
• Work with a team to provide tailored solutions.

Skills

Engaging and compelling communicator

Negotiation skills

Lifelong learner

Critical thinking

Sales experience

Education

College degree (or equivalent experience)

High school diploma or GED

Job description

A financial services company is seeking motivated individuals in Monroe County to join as financial advisors. This position offers the opportunity to consult with clients and create tailored solutions to help them achieve financial goals. Applicants should be effective communicators and possess a commitment to growth. The role provides comprehensive training, a chance to service an existing client base, and competitive compensation with a 401(k) plan and pension options.