What are the responsibilities and job description for the Financial Advisor position at Prudential Financial?
Prudential Advisors is seeking experienced Wealth Management Advisors who are ready to grow their practice on a more flexible, advisor-centric platform. If you’ve built a successful book of business and are looking for better support, stronger payouts, and a world-class brand behind you, Prudential provides the platform to help you reach your next level.
As a Wealth Management Advisor, you will deliver comprehensive financial planning and investment solutions while maintaining full ownership of your client relationships. You’ll leverage Prudential’s open-architecture platform, planning technology, and practice-building support to expand your business and provide an exceptional client experience.
Job Responsibilities
- Manage and grow a book of client relationships
- Deliver holistic financial planning across investments, retirement, and protection
- Build long-term client partnerships through consultative, goals-based advice
- Use Prudential’s open platform to offer best-in-class solutions
- Leverage marketing, planning, and growth support to expand your practice
Required Qualifications, Capabilities, and Skills
- Experience as a Financial Advisor, Wealth Advisor, or similar role
- Active Series 7 Or Series 6 and Series 66 (or 63 & 65)
- Active Life & Health Insurance license
- Proven ability to grow and retain client relationships
- Passion for client-focused financial planning
Why Prudential
- Competitive payouts up to 92%
- W2 and 1099 contracts available
- Open-architecture investment platform
- Transition and onboarding support
- Practice-building programs and marketing tools
- 401(k), pension programs, and full benefits
- Access to Prudential’s national client base
Take your practice further with a firm built for advisor growth.