Senior Financial Planner — Grow Your Practice

Prudential Financial; New York (NY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with 4% match

Medical, Dental, and Vision benefits

Practice Building programs

Job summary

A leading financial services firm is seeking an experienced financial professional in New York. The role offers access to an existing client book, multiple lead programs, and competitive compensation without 1099 constraints. Ideal candidates must have necessary licenses and industry experience. Comprehensive benefits, including retirement plans, are also provided. This opportunity supports practitioners looking to grow their practice within a supportive environment.

Qualifications

• Series 6 and 63 licenses required, Series 7 and 66 preferred.
• Insurance license is required.
• Two or more years of industry experience.

Responsibilities

• Service an existing book of business upon hire.
• Option to work on a team or build a team.
• Access to various lead programs.

Skills

Financial consulting

Client relationship management

Sales

Job description

A leading financial services firm is seeking an experienced financial professional in New York. The role offers access to an existing client book, multiple lead programs, and competitive compensation without 1099 constraints. Ideal candidates must have necessary licenses and industry experience. Comprehensive benefits, including retirement plans, are also provided. This opportunity supports practitioners looking to grow their practice within a supportive environment.