What are the responsibilities and job description for the Wealth Professional with Military Background position at Prudential Advisors - Greater Baltimore?
Benefits:
- 401(k)
- 401(k) matching
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Military Experience into Financial Services with Prudential & LPL Financial
Prudential Advisors - Greater D.C. is growing their established presence across Washington D.C., Maryland, and Virginia, and are actively seeking veterans to join as Financial Advisors. This is a unique opportunity to transition into a purpose-driven career where you’ll help individuals and families plan for long-term financial security—while applying the discipline, integrity, and service-oriented mindset that federal professionals bring to the table.
This is a unique opportunity to build a purpose-driven career helping others plan for their financial futures—while leveraging the discipline, attention to detail, and service mindset that federal employees bring to the table.
This is a unique opportunity to build a purpose-driven career helping others plan for their financial futures—while leveraging the discipline, attention to detail, and service mindset that federal employees bring to the table.
Why Military Veterans Could Succeed Here:
- Mission-Driven Work: Continue your commitment to service by helping families and individuals build long-term financial security.
- Structured Environment with Flexibility: Apply the discipline and organizational skills you developed in the military within a system that gives you the freedom to grow your own business.
- Built-In Support: Access 23 no-cost lead programs, administrative support, and best-in-class technology to launch and grow your career.
- Career Growth Paths: Whether you’re transitioning out of active duty, retiring after years of service, or exploring a second career—you’ll have the tools and mentorship to grow at your own pace.
- Client Connection: Many of our clients are also veterans or military families, which allows you to provide financial planning with shared understanding and unique insight.
Our growing offices are located:
- 909 Rose Avenue, Suite 650, North Bethesda, MD 20852
- 1919 Gallows Road, Suite 100, Vienna, VA 22182
Our Differentiators:
- Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support.
- Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.
- Growth Opportunities: Buy books of business, build assets, or create a practice to sell—a rare path to long-term success.
- Leadership and Management Potential: Additional opportunities for advancement by leading and developing teams.
- FREE Leads: Access to 23 high-quality lead programs, including warm leads and current clients, at NO cost to you.
- Business Development Services: Back-office and administrative support to free up your time for growth.
Meet our team:
Regional Director, Brady Brassford:
Brady joined Prudential's Career Development program right out of college, where he obtained his licenses, built a practice, and eventually transitioned into leadership. Over the past 10 years with Prudential, he has continued to grow and make an impact within the organization. Outside of his professional career, Brady is passionate about golf, pickleball, baseball, reading books, and traveling.
Regional Director, Vanessa Echeverria:
Vanessa joined Prudential in July 2024 after starting her career as a professional fundraiser and development leader for nonprofits, including living internationally to support children’s missions. She later became a director, where she supported nearly 400 independent financial advisors in growing their practices, scaling teams, recruiting experienced advisors, and leading transition efforts. Outside of her professional career, Vanessa is passionate about spending time with her blue Sharpei and staying active through soccer, hockey, pilates, and ballet.
Advisor, Matt Koppelman:
Matt Koppelman has been with Prudential for 3–4 years and has quickly become one of the top producers in the company. Before joining Prudential, he built his career in the service industry, working extensively in hotels, restaurants, and nightclubs. Outside of work, Matt is passionate about traveling, spending time with his family, enjoying college football, exploring new restaurants, and giving back through charity work.
With the Support of Prudential and LPL Financial:
As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth.
Licensing and Education Requirements:
We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services:
- Series 7
- Series 66
- Passing the SIE (Securities Industry Essentials) exam.
- Life/Health Insurance License
- 4-year college degree (preferred)
Position Benefits and Compensation:
- 401(k) with matching contributions
- Cash Balance Pension Plan
- Pension enhancement for top financial professionals
- Private office expense support
- Competitive compensation and bonuses
- Expressed payouts on Life Insurance & Annuity products
- Deferred compensation plan for eligible financial professionals
- Medical, dental, vision benefits & healthcare reimbursement account
- Life insurance, accident insurance, and disability income insurance coverage
- Mutual fund investment plan
- Business programs and conferences
Join Us in Making an Impact!
We are a team dedicated to helping people achieve long-term financial security. If you’re ready to make a difference and grow your career, consider joining Prudential, LPL Financial, and our dedicated local team today!
Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity.
Flexible work from home options available.
Salary : $89,000 - $176,000