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Financial Planner

Job

Prudential Advisors

Remote

$156,232 Salary, Full-Time

Posted 7 weeks ago (Updated 7 weeks ago) • Actively hiring

Expires 5/27/2026

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Job Description

We are looking for Experienced Advisors to join our Team. You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools, the products, and a platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open architecture platform for client solutions Our competitive payouts Our practice building support We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let's have a confidential conversation today. When joining Prudential Advisors, we offer Pension Enhancement for Top Financial Professionals Prudential Employee Savings Plan (PESP)
  • 401(k) Cash Balance Pension Plan Medical, Dental, and Vision benefits Robust compensation packages Transition support Practice Building programs Access to Prudential clients
PAMR-244
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 law.
EEO IS THE LAW.
The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Prudential is an Employer that participates in E-Verify. Prudential, the Prudential logo, and the Rock symbol are service marks of Prudential Financial, Inc., and its related entities, registered in man Responsibilities
  • Develop comprehensive financial plans for clients based on their individual goals and needs.
  • Provide guidance on investment strategies, asset allocation, and risk management.
  • Assist clients with estate planning, tax optimization, and wealth preservation strategies.
  • Build and maintain strong client relationships through effective communication and personalized financial advice.
  • Stay updated on financial market trends and regulatory changes to provide informed recommendations. Qualifications
  • Bachelor's degree in Finance, Accounting, or related field required.
  • 3+ years of experience in financial planning and/or investment management.
  • Proficiency in financial concepts, financial analysis, and financial services.
  • Strong math skills and ability to perform financial planning.
  • Experience in estate planning, financial sales, and tax planning is a plus.
  • Knowledge of investment management, cash management, wealth management, and accounting.
  • Ability to build and maintain customer relationships, perform portfolio management, and conduct financial research.
  • Familiarity with financial software and sales techniques.
Job Type:
Full-time Pay:
$62,463.73
  • $250,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Paid time off Referral program Retirement plan Vision insurance
Compensation Package:
Commission pay
Experience:
Financial planning: 1 year (Preferred)
License/Certification:
FINRA License (Preferred) Ability to
Commute:
Basking Ridge, NJ 07920 (Preferred) Ability to
Relocate:
Basking Ridge, NJ 07920: Relocate before starting work (Required)
Work Location:
Hybrid remote in Basking Ridge, NJ 07920

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