Wealth Advisor — Grow Your Book with 20 Lead Programs

Prudential Advisors; New Jersey; On-site; USD 80,000 - 160,000; Full time

Benefits offered by this job

401(k) with 4% match

Cash balance pension plan

Pension enhancement plan

Transition support

Practice building programs

Job summary

A financial services firm based in New Jersey is seeking an experienced financial professional to work with an existing book of business. The role involves managing client relationships, building a strong client base with referral programs, and providing tailored client solutions without proprietary sales requirements. Ideal candidates have the required insurance licenses and industry experience. The firm offers competitive compensation, transition support, and practice-building programs, making it an attractive opportunity for seasoned professionals.

Qualifications

• Series 6 and 63 required, Series 7 and 66 preferred.
• Insurance license required.
• Two or more years of industry experience.

Responsibilities

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

Skills

Client relationship management

Financial advising

Business development

Job description

A financial services firm based in New Jersey is seeking an experienced financial professional to work with an existing book of business. The role involves managing client relationships, building a strong client base with referral programs, and providing tailored client solutions without proprietary sales requirements. Ideal candidates have the required insurance licenses and industry experience. The firm offers competitive compensation, transition support, and practice-building programs, making it an attractive opportunity for seasoned professionals.