Senior Financial Advisor — Grow an Existing Client Base

Prudential Financial; Charleston (WV); On-site; USD 55,000 - 85,000; Full time

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.