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Wealth Management Professional

Prudential Financial
Spencer, IA Full Time
POSTED ON 3/12/2025 CLOSED ON 4/8/2025

What are the responsibilities and job description for the Wealth Management Professional position at Prudential Financial?

Wealth Management Opportunity

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

What You'll Get

We offer a comprehensive range of benefits 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.

Qualifications

To succeed 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
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