What are the responsibilities and job description for the Financial Planning Consultant position at Prudential Financial?
About This Opportunity
We are seeking an experienced financial professional to join our team in the Batavia area. As a Prudential Advisor, you will have the opportunity to work with an existing book of clients and grow your business with our support.
At Prudential, we provide our advisors with the tools, products, and platform to deliver exceptional client experiences. Our collaborative approach enables you to achieve your goals through:
- An open architecture platform for client solutions
- Competitive payouts (both Standard and 1099 contracts)
- Practice building support
This role offers:
- The ability to service an existing book of business upon hire
- The opportunity to build a strong client base with our referral programs
- Access to 20 different types of lead programs
- The freedom to create client solutions without proprietary product sales requirements
- 100% benefitable compensation, regardless of product or company sold
- A choice of three retirement programs: 401(k) with 4% match, cash balance pension plan, and pension enhancement plan
- Transition support and practice building programs
We understand that making a move is a significant decision. To support your transition, we offer financial packages designed to make your switch to Prudential as smooth as possible.
To be successful in this role, you should possess:
- Series 6 and 63 licenses
- Series 7 and 66 (63/65) preferred
- Insurance license required
- Two or more years of industry experience
