What are the responsibilities and job description for the Financial Planner with Robust Support position at Prudential Advisors - Greater D.C.?
Associate Managing Director Ken Furuya and his team in Maryland are excited to expand the established office from Maryland all the way to Virginia! With substantial growth underway across our region of markets, we are seeking experienced Financial Planners to join our team. This is a unique opportunity to play a vital role in shaping the future of our expanding business and making a meaningful impact in the local community.
Our growing offices are located :
- 909 Rose Avenue, Suite 650, North Bethesda, MD 20852
- 1919 Gallows Road, Suite 100 | Vienna, VA, 22182
- 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.
- Advanced Technology : Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.
- Growth Opportunities : Buy books of business, build assets, or create a practice to sell—a rare path to long-term success.
- Leadership and Management Potential : Additional opportunities for advancement 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.
- Passionate about golf, pickleball, baseball, reading books, and traveling.
- Passionate about spending time with her blue Sharpei and staying active. She enjoys playing soccer, hockey, doing pilates, and dancing ballet.
- Passionate about traveling, spending time with family, college football, trying new restaurants, and charity work.
- Series 7
- Series 66
- Passing the SIE (Securities Industry Essentials) exam.
- Life / Health Insurance License
- 4-year college degree (preferred)
- 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 :
About Prudential Associate Managing Director, Ken Furuya :
Ken Furuya offers financial professionals an exciting opportunity to grow within a dynamic, well-supported practice spanning the Mid-Atlantic region.
Ken earned a Bachelor of Science in Business Administration with a concentration in International Business and a minor in Economics from The American University.
With over 20 years of industry experience at Prudential Financial, Ken has served as Associate Managing Director since 2018. He is a key leader in the Mid-Atlantic Financial Group, representing Prudential Advisors across Maryland, Washington DC, Virginia, West Virginia, and Delaware. His team is dedicated to comprehensive financial planning, professional development, and leadership growth, supported by a world-class training program.
Ken and his team focus on building strong relationships with local business leaders and fostering a high-performance management team specializing in recruiting, talent mindset, and leadership development. His strategic leadership plays a vital role in structuring systems and procedures that enhance customer service, productivity, and support for 140 financial advisors in the region.
Follow this link to meet Ken on LinkedIn : https : / / www.linkedin.com / in / ken-furuya
Meet Our Team :
Regional Director, Brady Brassford :
Brady joined Prudential's Career Development program right out of college, obtaining licenses, building a practice, and transitioning into leadership.
Brady has been with Prudential for 10 years.
Personally, Brady :
Regional Director, Vanessa Echeverria :
Vanessa joined Prudential in July 2024. Prior to Prudential, Vanessa started her career as a professional fundraiser / development for nonprofits, including living internationally to support children’s missions. As a director, she supported about 400 independent financial advisors in growing their practices, scaling teams, recruiting experienced advisors, and leading the transition team.
Personally, Vanessa :
Advisor, Matt Koppelman :
Matt Koppelman has been with Prudential for 3-4 years and is one of the top producers in the company. Prior to Prudential, Matt worked in the service industry his entire career, mostly in hotels, restaurants, and nightclubs.
Personally, Ma
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.
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 :
Position Benefits and Compensation :
Join Us in Making an Impact!
We are a team dedicated to helping people achieve long-term financial security. If you’re ready to make a difference and grow your career, consider joining Ken, 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.
Salary : $63,000 - $100,000
