Senior Financial Advisor

Prudential Financial

Philadelphia (Philadelphia County)

On-site

USD 80,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Medical insurance
Vision insurance
401(k) with 4% match
Pension plan
Disability insurance

Job summary

Prudential Advisors is seeking a Business Development Manager in Philadelphia to work with an existing client book. This role offers the opportunity to grow your career while helping clients with their financial needs, along with benefits like a 401(k) match and a cash balance pension plan.

Qualifications

  • Three or more years of investment sales experience.
  • Series 7 and 66 licenses (or Series 6 and 63/65) required.

Responsibilities

  • Service an existing book of business upon hire.
  • Collaborate with a team and expand client base.
  • Create client solutions without proprietary product sales requirements.

Skills

Investment sales experience

Education

Series 7 and 66 licenses

Job description

2 days ago Be among the first 25 applicants

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Business Development Manager at Prudential Advisors

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

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

Requirements:

  • Series 7 and 66 licenses (or Series 6 and 63/65) required
  • Three or more years of investment sales experience

If you are interested in learning more, please email me at ryan.gould@prudential.com. Feel free to forward this message to anyone who might be interested. Thank you.

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

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

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

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