What are the responsibilities and job description for the Experienced Financial Planner position at Prudential Advisors - NYC/NJ?
Are you an experienced Financial Advisor seeking an opportunity to serve clients better? At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction.Has your leadership made the necessary adjustments to help you win in today’s environment? You've built a successful book, but times have changed. You need support and autonomy to grow. Together, we can help you achieve your goals through:A product-neutral platform, where you get paid full benefits regardless if you sell a proprietary or non-proprietary productA local leadership team dedicated to your successThree retirement plans (yes… retirement plans!!)Medical, Dental, and Vision benefitsTurnkey marketing materials that quickly enable you to reach your marketA robust leads program (at no additional cost to you)Practice building programsRecruiting support to help you find talent to build your teamA dedicated onboarding team to make your transition go smoothlyBusiness consulting and training programsMatching gifts to support you in supporting your local community through Prudential CaresRecognition programs, conferences, and signature servicesWe know that making a move is a big decision. Let’s have a confidential conversation today. Compensation:$225,000 - $300,000 at plan earningsResponsibilities:Interpret financial data to create comprehensive financial plans for clientsActively build and maintain strong client relationshipsExhibit exemplary sales and negotiation capabilitiesProficient in Microsoft Office SuiteAdhere to all applicable compliance requirementsQualifications:Series 7 LicenseSeries 66 (63/65) LicenseInsurance LicensesCertified Financial Planner preferred3 years of experience in financial services or insurance salesAbility to analyze financial data and propose financial plansKnowledge of relevant financial products and servicesProven ability to build and maintain client relationshipsAbility to develop and present in-depth presentations and recommendationsExcellent communication skills, both written and verbalExcellent problem-solving and critical-thinking skillsStrong sales and negotiation skillsProficient in Microsoft Office Suite (Word, Excel, PowerPoint)Knowledge of compliance requirementsAbout CompanyPrudential Advisors 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. Prudential Advisors is an Employer that participates in E-Verify.
Salary : $225,000 - $300,000