What are the responsibilities and job description for the Investment Planning Expert position at Prudential Financial?
Financial Planner Role Description
We're seeking a highly skilled Financial Planner to join our team in the Spencer area. As a Financial Planner, you'll work with an existing book of clients and help them achieve their financial goals through our open architecture platform, competitive payouts, and practice building support.
- The ability to work with an existing book of business upon hire
- The ability to build a strong client base with our exceptional referral programs
- Access to 20 different types of lead programs
- Compensation that is 100% benefitable regardless of the product or company you sell
Benefits Package
We offer a comprehensive benefits package to support your success, including:
- A 401(k) with a 4% match
- A cash balance pension plan
- A pension enhancement plan
- Transition support
- Practice Building programs
We're committed to supporting you throughout your transition to Prudential. Our financial packages are designed to make your transition as smooth as possible.
Requirements
To be successful in this role, you'll need:
- Series 6 and 63 licenses
- Series 7 and 66 (63/65) preferred
- Insurance license required
- Three or more years of industry experience
