What are the responsibilities and job description for the Financial Planner position at Prudential Financial?
Prudential Advisors is looking for an experienced financial professional in the Bernardsville, NJ area that is interested in working with Prudential existing clientele. At Prudential, our advising philosophy is designed to empower you to create customized financial plans using industry-leading financial & Insurance planning tools. As a Financial Planner, you'll have access to a comprehensive open-architecture investment platform through LPL Financial, allowing you to leverage a diverse range of investment solutions, (i.e., stocks, bonds, ETFs, mutual funds, separately managed accounts, Brokerage CDs, Structured notes, Alternative Investments, Private Equity & Private REITs, option strategies, annuities). With these resources at your disposal, you'll be equipped to help clients navigate complex portfolios and achieve their financial goals with confidence. setting you up for success to help clients manage complex portfolios and achieve their goals. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer:
- The ability to work with an existing client base.
- Access to LPL Financial's full open-architecture independent platform.
- Elevating the advisor's ownership in their practice by up to 80%, strengthening the advisor-client relationship and increasing long-term value. (With an additional 5% boost for establishing their own office.)
- Providing access to a cash balance pension plan with a 401(k) with a 4% match, along with full medical & dental benefits.
- The ability to build a strong client base with Prudential's exceptional referral programs.
- The opportunity to create client solutions without proprietary products sells requirements.
- A True Turnkey Solution - Offering independent advisors a comprehensive compliance, marketing, Financial Planning tool, and office support package.
- Transition Bonus Payout - Providing a 45% payout on an advisor overall book of business, regardless of whether the advisor's book transfers or not.
- Access and account integration to the top three best-in-class financial planning tools: E-Money, RightCapital, and MoneyGuidePro-with E-Money included in the Turnkey Solution for free for one year.
- The look and feel of an independent advisor with the benefits of being an employee.
We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential-LPL Financial as smooth as possible. Let's have a confidential conversation today.
- Series 7 and 66 (63/65) required
- Insurance licenses required
- Three or more years of investment sales experience.
Join us and take your financial planning career to the next level!
If you are interested to learn more call me at 908-812-7000 or email me at jason.genovese@prudential.com or if you know someone, feel free to forward my message to them. Thank you!
