Prudential Financial

Director, Wealth Consultant

Prudential Financial

full-time

Posted on:

Location Type: Hybrid

Location: Newark • New Jersey • New York • United States

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Salary

💰 $147,100 - $220,700 per year

Job Level

Lead

About the role

  • Partnering with the VP, Wealth Consulting in achieving Assets Under Management (AUM) growth
  • Increased GDR and increased number of financial professionals active on the Investment platform
  • Works closely with financial professionals and field leadership
  • Supports coaching at the local level to strengthen and enhance the financial professionals’ skills
  • Elevate the investment and financial planning knowledge of field leadership
  • Source and deliver product information, competitive data, and provide technical guidance to financial professionals and field leadership
  • Interaction with financial professionals through individual face-to-face meetings and virtual sessions
  • Collaborate with the Advisor Services product management team and Learning and Business Consulting to drive results and increase technology adoption

Requirements

  • High motivation and energy with the ability to drive production, AUM and revenue objectives collaboratively and autonomously
  • A broad and comprehensive knowledge of the Investment business, including an understanding of the sales process and ongoing activity pertaining to maintain and growing AUM
  • Excellent communication skills
  • Ability to build and maintain strong business relationships
  • Familiarity with tools such as e-Money, Nitrogen, Morningstar Analytics etc.
  • Solid understanding of compliance
  • Series 7 & 65 or 66 within 90 days and prior investment or wholesaler experience a plus.
  • Industry recognized designations such as ChFC, CFP are highly desirable.
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
AUM growthsales processfinancial planningcoachingtechnical guidanceinvestment knowledge
Soft Skills
high motivationenergycommunication skillsrelationship buildingcollaboration
Certifications
Series 7Series 65Series 66ChFCCFP