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Senior Financial Advisor
Location:
New York, NY
Description:
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 product• A local leadership team dedicated to your success• Three retirement plans (yes… retirement plans!!)• Medical, Dental, and Vision benefits• Turnkey marketing materials that quickly enable you to reach your market• A robust leads program (at no additional cost to you)• Practice building programs• Recruiting support to help you find talent to build your team• A dedicated onboarding team to make your transition go smoothly• Business consulting and training programs• Matching gifts to support you in supporting your local community through Prudential Cares• Recognition programs, conferences, and signature services We know that making a move is a big decision. Let’s have a confidential conversation today. Responsibilities:• Interpret financial data to create comprehensive financial plans for clients• Actively build and maintain strong client relationships• Exhibit exemplary sales and negotiation capabilities• Proficient in Microsoft Office Suite• Adhere to all applicable compliance requirements Qualifications:• Series 7 License• Series 66 (63/65) License• Insurance Licenses• CFP ® preferred• 3+ years of experience in financial services or insurance sales• Ability to analyze financial data and propose financial plans• Knowledge of relevant financial products and services• Proven ability to build and maintain client relationships• Ability to develop and present in-depth presentations and recommendations• Excellent communication skills, both written and verbal• Excellent problem-solving and critical-thinking skills• Strong sales and negotiation skills• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)• Knowledge of compliance requirements Compensation: $225,000 - $300,000 at plan earnings About Company: Prudential 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.
Company:
Prudential Advisors
Posted:
April 13 on WizeHire
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More About this Listing: Senior Financial Advisor
Senior Financial Advisor is a Accounting & Finance Financial Advisor Job at Prudential Advisors located in New York NY. Find other listings like Senior Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Senior Financial Advisor is a Accounting & Finance Financial Advisor Job at Prudential Advisors located in New York NY. Find other listings like Senior Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.