Sr. Financial Advisor

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

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Job summary

Prudential Advisors seeks an experienced financial advisor in the Wexford area to manage an existing client book. This full-time role combines the independence of an advisor with the support of traditional employment, offering competitive compensation and retirement benefits.

Qualifications

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

Responsibilities

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

Skills

Investment Sales

Client Solutions

Job description

Prudential Advisors is looking for an experienced financial advisor in the greater Wexford market who is interested in working with an existing book of clients. This position offers:

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

Requirements:

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

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

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Financial Services, Investment Management, and Insurance