Sr. Financial Advisor

Prudential Financial; Philadelphia (Philadelphia County); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) with 4% match

Pension plan

Disability insurance

Job summary

Prudential Advisors is seeking an experienced financial advisor in Philadelphia to manage an existing client book and grow the business. The role offers independence with traditional benefits, including retirement plans, and requires specific licenses and investment sales experience.

Qualifications

• At least three years of investment sales experience.
• Possession of Series 7 and 66 (or 6 and 63/65) and insurance licenses.

Responsibilities

• Servicing an existing book of business upon hire.
• Building a strong client base through team efforts and referral programs.
• Creating client solutions without proprietary product sales requirements.

Skills

Client relationship management

Investment sales

Education

Series 7 and 66 licenses

Insurance license

Job description

Prudential Advisors is seeking an experienced financial advisor in the greater Philadelphia market who is interested in working with an existing book of clients. This position offers opportunities for career and business growth while helping clients with financial solutions. The role includes:

• Servicing an existing book of business upon hire
• Building a strong client base through team efforts and referral programs
• Creating client solutions without proprietary product sales requirements
• Receiving compensation that is 100% benefitable regardless of product or company sold
• Enjoying the independence of an advisor with the support of traditional employment benefits
• Access to two retirement programs: a 401(k) with a 4% match and a cash balance pension plan

Requirements include:

• Series 7 and 66 licenses (or 6 and 63/65)
• Insurance license
• At least three years of investment sales experience

If you're interested in learning more, please email me at [e-mail]. Feel free to forward this message to anyone who might be interested. Thank you.

Additional Details

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

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

Inferred Benefits

Medical insurance, vision insurance, 401(k), pension plan, disability insurance.