Senior Wealth Advisor

Prudential Financial; Warrington Township (Bucks County); On-site; USD 75,000 - 125,000; Full time

Job summary

Prudential Advisors seeks an experienced financial advisor for the Warrington area, offering a significant opportunity to manage an existing client base and create tailored solutions. This full-time position emphasizes client management, with exceptional referral programs and no proprietary sales conditions required, appealing to independent financial advisors.

Benefits

Medical insurance

Vision insurance

401(k) with 4% match

Cash balance pension plan

Qualifications

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

Responsibilities

• Service an existing book of clients upon hire.
• Create client solutions without proprietary product sales requirements.
• Build a strong client base with referral programs.

Skills

Investment Sales

Financial Planning

Client Management

Job description

1 week ago Be among the first 25 applicants

Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market that is interested in working with an existing book of clients. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:

• The ability to service an existing book of business upon hire.
• The opportunity to work on a team and build a strong client base with Prudential’s exceptional referral programs.
• The ability to create client solutions with NO proprietary products sales requirements.
• Compensation that is 100% benefitable regardless of the product or company you sell.
• The look and feel of an independent advisor with the benefits and support of traditional employment.
• 2 retirement programs: a 401(k) with a 4% match, a cash balance pension plan.

Requirements:

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

If you are interested to learn more please email me at [e-mail] or if you know someone feel free to forward my message to them. Thank you

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Financial Services, Investment Management, and Insurance

Referrals 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

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