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Experienced Wealth Manager
Experienced Wealth ManagerPrudential Advisors - NYC/NJ • New York, NY, US
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Experienced Wealth Manager

Experienced Wealth Manager

Prudential Advisors - NYC / NJ • New York, NY, US
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Overview

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

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    Manager Wealth • New York, NY, US