Financial Advisor
Job Description
Opportunity Overview
Begin a career as a Financial Professional with Prudential Advisors within the Keystone Financial Group. This role targets driven, analytical individuals who aim to help clients reach their financial goals. After attaining the licenses and registrations required to become a Financial Professional through our Career Development Program (CDP), your typical day will involve building client relationships, gathering information to inform comprehensive financial plans, assisting clients with retirement planning, and reviewing investment portfolio recommendations. The program provides thorough training, and while prior experience in financial services is not required, familiarity with the industry is a plus.
What You’ll Do
- Develop relationships with clients, including existing and prospective ones
- Gather client information and use it to create robust financial plans
- Help clients prepare for retirement
- Prepare and review investment portfolio recommendations
Who You Are
- Self-starter with an entrepreneurial mindset
- Customer service champion
- Engaging and compelling communicator and negotiator
- Problem solver
- Lifelong learner pursuing ongoing education and professional development
- Critical thinker
- Prior sales experience and/or enjoy networking and pursuing new clients
- Have a college degree or equivalent work and life experience, with a minimum of a high school diploma or GED
What We Provide
- A framework to help you attain the licensing and education needed to progress through the career
- Support for your learning through joint work and a team environment
- Competitive pay-for-performance compensation, including commissions and benefits unique to the industry
- A clear roadmap for success with our experienced leadership team
- Learn more about this exciting opportunity by emailing [email protected] to schedule an informational interview
Career Path and Compensation
The journey to becoming a Financial Professional starts with the Pre-Contract CDP Affiliate phase, during which you study toward obtaining the required FINRA and resident state licenses, with fees and exam study materials from approved vendors funded by the Company. Upon successful completion of the Pre-Contract Affiliate phase, if you receive and accept an offer to begin part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour, or the local minimum wage if higher than $15/hour. After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs routinely earn an average of $50,000 to $75,000 in commissions and bonuses in their first full year.
Benefits and Eligibility
Subject to plan terms, eligible FPAs may enroll in a 401(k) plan, and participate in company-sponsored medical, dental, vision, and basic life insurance for the FPA and eligible dependents, with paid leave as applicable.
About Prudential Advisors and Equal Opportunity
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO is the law. The Prudential Insurance Company of America, Newark, New Jersey, and its affiliates. Prudential participates in E-Verify.
Location
Harrisburg, PA 17111
How to Apply
To learn more about this opportunity and to schedule an informational interview, please email [email protected].