Wealth Advisor

Prudential Financial; Reading (Berks County); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Pension plan

Job summary

A leading financial services firm in Reading, PA, is looking for a Business Development Manager to join their team. In this role, you will develop relationships with clients, help them prepare for retirement, and create robust financial plans. The firm provides a comprehensive training program, competitive compensation, and opportunities for networking and development. Ideal candidates are strong communicators with sales experience and a commitment to client service.

Responsibilities

• Develop relationships with clients.
• Gather client information for financial plans.
• Help clients prepare for retirement.
• Review investment portfolio recommendations.

Skills

Self-starter

Customer service

Communication

Problem solving

Critical thinking

Sales experience

Networking

Education

High school diploma or GED

College degree or equivalent experience

Job description

Business Development Manager at Prudential Advisors

Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!

We have an opening for a highly motivated analytical individual to join our team. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.

The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include:

• Developing relationships with clients (both existing and prospective)
• Gathering client information and using that information to build robust financial plans.
• Helping clients prepare for their retirement.
• Preparing and reviewing investment portfolio recommendations.

Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.

YOU:

• Are a self-starter.
• Are a customer service champion.
• Are an engaging and compelling communicator and negotiator.
• Are a problem solver.
• Are a Life-long student seeking continued education and professional development.
• Are a critical thinker.
• Have prior sales experience and/or enjoy networking and seeking new clients.
• Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.

WE:

• Provide a framework to help you attain all licensing and education needed to progress through the career.
• Support your learning through joint work and a team environment.
• Provide competitive, pay-for-performance compensation, which includes commissions and benefits that are unique in our industry.
• Provide a roadmap for your success with our experienced team of leaders.

Learn more about this exciting opportunity. Call me at 267-713-1640 or email [e-mail] to schedule an informational interview!

The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase... [remaining compensation and benefits information omitted for brevity]

Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.

Prudential is an Employer that participates in E-Verify.

Seniority level

Associate

Employment type

Full-time

Job function

Sales and Finance

Industries

Financial Services and Insurance

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Pension plan

Contact

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