Experienced Wealth Manager
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
- Certified Financial Planner 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
About the role
We know that making a move is a big decision. Let’s have a confidential conversation today.
Pay
$225,000 - $300,000/year
Schedule
N/A
Benefits
Three 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
Company Information
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.