What are the responsibilities and job description for the Wealth Advisor with Athletic Background position at New England Financial - Prudential Advisors?
Job Description
Job Description
Benefits :Join New England Financial Prudential Advisors
About Prudential :
Founded in 1875, Prudential Financial is a Fortune 100 company renowned for its legacy of helping individuals and institutions achieve financial security. With over a century of expertise, Prudential offers a wide range of financial products and services, from insurance to investment management, serving millions of customers globally. Known for innovation and integrity, Prudential is a leader in empowering clients and financial professionals alike.
About New England Financial Prudential Advisors :
At New England Financial Prudential Advisors, we are committed to helping financial professionals build successful and healthy advisory practices with greater efficiency and less effort. Our mission is to become an elite financial planning firm, leading with creative solutions to attract high-net-worth clients. By partnering with advisors, we focus on elevating their businesses and supporting them in building more profitable practices.
Under the leadership of Andrew Grande and Managing Director Rich Marooney, we are proud to have expanded our offices across New England and beyond. Our teams dedication to innovation, client-centered solutions, and long-term success drives our vision. Beyond business, we are passionate about giving back to our community. Our office has supported Toys for Tots for over 10 years, raised over $30,000 in three years for the American Cancer Society through Relay for Life, and Andrew has served a decade-long commitment with the Leukemia & Lymphoma Society, including his current role as the Massachusetts state leader for public policy and advocacy.
With a strong culture of community and growth, New England Financial is the place where financial professionals thrive, innovate, and make a meaningful impact.
Top Reason Athletes Excel Here :
- Competitive Drive : Athletes desire to excel fuels them to surpass goals and deliver excellent service.
- Discipline and Time Management : Their experience balancing responsibilities translates to managing client portfolios effectively.
- Goal-Oriented : Athletes focus on setting and achieving goals drives them to help clients reach financial success.
- Resilience : Athletes are accustomed to facing challenges and persevering, key traits for overcoming obstacles in their career.
- Teamwork and Collaboration : Used to working in teams, athletes thrive in collaborative environments, achieving client-focused results.
- Open Architecture System : Open Architecture System : No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support.
- Growth Opportunities : Buy books of business, build assets, or create a practice to sella rare path to long-term success.
- Leadership and Management Potential : Earn additional bonuses by leading and developing teams.
- FREE Leads : Access to 23 high-quality lead programs, including warm leads and current clients, at NO cost to you.
- Business Development Services : Back-office and administrative support to free up your time for growth.
- Flexible Work Options : Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while maintaining access to the tools and infrastructure necessary for success.
- Advanced Technology : Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.
- Develop personalized financial plans covering budgeting, retirement, insurance, and education planning.
- Build lasting client relationships by offering ongoing financial advice and support.
- Collaborate with a team committed to helping clients at all life stages, with opportunities to expand into advanced wealth management as you grow.
- Has strong interpersonal skills and a desire to help clients achieve personal financial milestones.
- Brings a mindset of discipline, teamwork, and continuous growthqualities that have helped athletes and goal-oriented individuals excel in this environment.
- Is open to career growth within both financial planning and wealth advisory services over time.
- Has (or has the willingness to quickly acquire) the Following Certifications :
- Series 66
- Life / Health Insurance License
- 401(k) with matching contributions
- Cash Balance Pension Plan
- Pension enhancement for top financial professionals
- Private office expense support
- Competitive compensation and bonuses
- Expressed payouts on Life Insurance & Annuity products
- Deferred compensation plan for eligible financial professionals
- Medical, dental, vision benefits & healthcare reimbursement account
- Life insurance, accident insurance, and disability income insurance coverage
- Mutual fund investment plan
- Business programs and conferences
Our Differentiators :
Meet Our Leaders :
Andrew Grande, Regional Director :
Andrew brings over a decade of industry experience and leads a growing practice across Massachusetts. Before joining Prudential, he had a successful career with Northwestern Mutual and New York Life, where he earned the 2021 Career Success Award and ranked #5 nationally for Rookie Partner of the Year. He also recruited 14 advisors with a 91% first-year retention rate and exceeded his performance target by 240%. Prior to that, Andrew owned a top-performing Allstate Insurance agency, ranked #1 in Massachusetts for customer satisfaction. He holds a B.A. in Economics from UMass Dartmouth and was a four-year starter on the football team. Andrew lives in Kingston, MA with his wife and three daughters and enjoys golfing, hockey, and supporting the Patriots.
Follow this link to meet Andrew on LinkedIn : https : / / www.linkedin.com / in / andrewcgrande
Rich Marooney, Managing Director :
Rich brings 28 years of industry experience, having worked at various firms before joining Prudential six years ago. Before his transition to financial services, Rich was a Center Manager at UPS in Connecticut. Rich's journey to financial services was deeply personalafter the untimely death of his oldest son, Ryan, due to bone cancer, Rich made a conscious decision to advocate for financial responsibility to ensure families are prepared for unforeseen events like death or disability. Outside of work, Rich is passionate about golf and is proud of his son James, who currently plays professional hockey with the Adirondack Thunder, an ECHL affiliate of the NJ Devils. Richs other sons, Cody and Joey, also played NCAA Division 1 hockey (University of Alabama Huntsville and University of Minnesota).
Follow this link to meet Rich on LinkedIn : https : / / www.linkedin.com / in / richardmarooney /
Wealth / Financial Advisor Responsibilities :
An Ideal Candidate :
Series 7
Position Benefits and Compensation :
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.
Salary : $30,000
