Senior Financial Advisor — Grow an Existing Client Base
Prudential Financial
Charleston (WV)
On-site
USD 55,000 - 85,000
Full time
14 days+
Application generator
Turn this role into an interview — a resume and cover letter built around what this employer wants.
Get past ATS filters
Benefits offered by this job
Medical insurance
Vision insurance
401(k) with company match
Pension plan
Disability insurance
Job summary
A leading financial services provider in Charleston is seeking an experienced financial professional to join their team. This role involves servicing existing clients and building a client base through robust referral programs. Candidates must possess Series 7 and 66 licenses along with at least three years in investment sales. The role offers competitive compensation and comprehensive benefits, including retirement plans.
Qualifications
Series 7 and 66 licenses required.
Insurance license required.
Three or more years of investment sales experience.
Responsibilities
Service existing clients.
Build a strong client base through referral programs.
Create client solutions without proprietary restrictions.
Skills
Investment sales experience
Client relationship management
Knowledge of financial products
Job description
A leading financial services provider in Charleston is seeking an experienced financial professional to join their team. This role involves servicing existing clients and building a client base through robust referral programs. Candidates must possess Series 7 and 66 licenses along with at least three years in investment sales. The role offers competitive compensation and comprehensive benefits, including retirement plans.