Financial Planner with Healthcare Background

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Transition Your Healthcare Experience into Financial Services with Prudential & LPL Financial

About Prudential : Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry.

About LPL Financial : LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients.

Leverage Your Healthcare Background for a Rewarding Career :

• Connect Directly with Clients : Many healthcare professionals are attracted to financial services because it allows them to build personal, one-on-one relationships with clients and provide tailored guidance, rather than relying on third parties.
• Make a Lasting Difference : Leverage your healthcare background to support clients through lifes pivotal moments. From planning for medical costs and retirement to preparing for education and family needs, your perspective can empower clients to make confident decisions for a secure future.
• Grow Without Limits : Healthcare professionals know that every stage of life comes with unique challenges. That same understanding applies in financial planning, where your drive, discipline, and expertise will shape your success and open the door to unlimited opportunities.

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 childrens 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 34 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.

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 :

• Competitive compensation with potential for performance-based bonuses.
• 401(k) with matching contributions.
• Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals.
• Medical, dental, and vision benefits, along with healthcare reimbursement accounts.
• Life insurance, accident insurance, and disability income coverage.
• Mutual fund investment plans and business development programs.

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.

Join Us in Making an Impact!

We are a team dedicated to helping people achieve long-term financial security. If youre 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.