What are the responsibilities and job description for the Senior Financial Planner position at Prudential Financial?
About Prudential Advisors
We are a leading financial services company seeking an experienced financial professional to join our team in the Okoboji area.
As a Senior Financial Planner, you will have the opportunity to work with an existing book of clients and grow your business with our support.
We offer a comprehensive platform for client solutions, competitive payouts, and practice-building support to help you achieve your goals.
What We Offer
- The ability to service 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
- The opportunity to create client solutions without proprietary products sales requirements
- Compensation that is 100% benefitable regardless of the product or company you sell
- A flexible work environment with the benefits of being an employee
- Three retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan
- Transition support
- Practice Building programs
Requirements
- Series 6 and 63 required. Series 7 and 66 (63/65) preferred
- Insurance license required
- Three or more years of industry experience
Preferred Qualifications
- Experience working with financial services products
- Strong communication and interpersonal skills
