Senior Financial Advisor

Prudential Financial; Philadelphia (Philadelphia County); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Business Development Manager to join their team in Philadelphia. This role provides an exceptional opportunity for financial advisors to leverage an existing book of clients while expanding their business. Enjoy the independence of an advisor with the backing of a traditional employment structure, including comprehensive benefits and retirement plans. The ideal candidate will possess the necessary licenses and have a proven track record in investment sales. If you're ready to grow your career and make a significant impact on clients' financial futures, this position is for you.

Benefits

Medical Insurance

Vision Insurance

401(k) with 4% Match

Pension Plan

Disability Insurance

Qualifications

• 3+ years of investment sales experience required.
• Must have Series 7 and 66 licenses.

Responsibilities

• Service an existing book of business upon hire.
• Collaborate with a team to expand client base.

Skills

Investment Sales Experience

Client Relationship Management

Financial Planning

Education

Series 7 License

Series 66 License

Job description

Business Development Manager at Prudential Advisors

Prudential Advisors is seeking an experienced financial advisor in the Philadelphia metropolitan market who is interested in working with an existing book of clients. This role offers the opportunity to grow your career and business while helping individuals and families with their financial needs. The position includes:

1. The ability to service an existing book of business upon hire.
2. The opportunity to collaborate with a team and expand your client base through Prudential’s referral programs.
3. Creating client solutions without proprietary product sales requirements.
4. Compensation that is 100% benefitable regardless of the product or company sold.
5. The benefits of an independent advisor with the support of traditional employment.
6. Two retirement programs: a 401(k) with a 4% match and a cash balance pension plan.

Requirements:

1. Series 7 and 66 licenses (or Series 6 and 63/65) required.
2. At least three years of investment sales experience.

If you're interested in learning more, please email me at [e-mail]. Feel free to forward this message to anyone who might be interested. Thank you.

Additional Information

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job functions: Finance and Sales
• Industries: Financial Services, Investment Management, Insurance

Referrals can increase your chances of interviewing at Prudential Financial by 2x.

Inferred Benefits:

• Medical insurance
• Vision insurance
• 401(k)
• Pension plan
• Disability insurance