Strategic Growth Advisor – Financial Solutions

Prudential Financial; Bozeman (MT); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Job summary

A financial services company in Bozeman seeks a Business Development Manager to service and grow an existing client base. The ideal candidate will have investment sales experience and necessary licenses. This full-time role offers the independence of an advisor with employee benefits, including retirement programs. If you're eager to help families with financial solutions, this position is for you.

Qualifications

• Three or more years of investment sales experience.
• Series 6 and 63 required; Series 7 and 66 preferred.
• Insurance license required.

Responsibilities

• Service existing clients.
• Build a strong client base through referral programs.
• Create client solutions without proprietary product sell requirements.

Skills

Client relationship management

Investment sales

Financial planning

Job description

A financial services company in Bozeman seeks a Business Development Manager to service and grow an existing client base. The ideal candidate will have investment sales experience and necessary licenses. This full-time role offers the independence of an advisor with employee benefits, including retirement programs. If you're eager to help families with financial solutions, this position is for you.