Financial Planner with Support

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig Join Our Growing Team in Massachusetts!

Regional Director Andrew Grande, Managing Director Rich Marooney, and Regional Director Jennifer Craig, along with their dedicated team, are excited to expand their established offices across New England and beyond! With substantial growth underway in our region, we are seeking experienced Financial Planners to join our team. This is a unique opportunity to play a vital role in shaping the future of our expanding business while making a meaningful impact in the local community. Together, we are committed to helping financial professionals thrive in a supportive, growth-oriented environment.

Our Mission and Vision :

We help advisors build a healthy advisory practice faster, and with less effort. We are driven by the vision of becoming an elite financial planning firm that leads with creative solutions to attract high-net-worth clients. By partnering with advisors, we help develop ideas that elevate their business and support them in building a more profitable practice.

Our Differentiators :

• Open Architecture System : No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support.
• Advanced Technology : Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.
• Growth Opportunities : Buy books of business, build assets, or create a practice to sella rare path to long-term success.
• Leadership and Management Potential : Earn additional bonuses by leading and developing teams.
• FREE Leads : Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you.
• Business Development Services : Back-office and administrative support to free up your time for growth.
• Flexible Work Options : Enjoy the freedom to choose from office, remote, or hybrid work arrangements, providing the flexibility to tailor your work environment to your needs while maintaining access to the tools and infrastructure necessary for success.

Community Support :

We are deeply committed to giving back to our community and supporting local causes. Our office has proudly supported Toys for Tots for over 10 years, collecting toys from both employees and clients. In addition, weve raised over $30,000 in the past three years for the American Cancer Society through participation in Relay for Life. Andrew also has a longstanding commitment to the Leukemia & Lymphoma Society, serving as a board member for a decade and currently as the Massachusetts state leader for their public policy and advocacy committee.

Meet Our Leaders :

Andrew Grande, Regional Director :

Andrew brings over a decade of industry experience and leads a growing practice across Massachusetts. Before joining Prudential, he had a successful career with Northwestern Mutual and New York Life, where he earned the 2021 Career Success Award and ranked #5 nationally for Rookie Partner of the Year. He also recruited 14 advisors with a 91% first-year retention rate and exceeded his performance target by 240%. Prior to that, Andrew owned a top-performing Allstate Insurance agency, ranked #1 in Massachusetts for customer satisfaction. He holds a B.A. in Economics from UMass Dartmouth and was a four-year starter on the football team. Andrew lives in Kingston, MA with his wife and three daughters and enjoys golfing, hockey, and supporting the Patriots.

Follow this link to meet Andrew on LinkedIn : https : / / www.linkedin.com / in / andrewcgrande

Rich Marooney, Managing Director :

Rich brings 28 years of industry experience, having worked at various firms before joining Prudential six years ago. Before his transition to financial services, Rich was a Center Manager at UPS in Connecticut. Rich's journey to financial services was deeply personalafter the untimely death of his oldest son, Ryan, due to bone cancer, Rich made a conscious decision to advocate for financial responsibility to ensure families are prepared for unforeseen events like death or disability. Outside of work, Rich is passionate about golf and is proud of his son James, who currently plays professional hockey with the Adirondack Thunder, an ECHL affiliate of the NJ Devils. Richs other sons, Cody and Joey, also played NCAA Division 1 hockey (University of Alabama Huntsville and University of Minnesota).

Follow this link to meet Rich on LinkedIn : https : / / www.linkedin.com / in / richardmarooney /

Jennifer Craig, Regional Director & Financial Planner :

Jennifer Craig, RICP, has advanced from financial advisor to Regional Director at Prudential Advisors since joining in 2010. She founded L.I.F.T. (Ladies in Finance, Together) , a program that empowers female financial advisors using the N.E.W. model , which focuses on defining individual strengths. As a member of the Womens Program Planning Council and the DE&I Advisory Council , Jennifer plays a key role in shaping initiatives that support diversity and inclusion.

A dedicated advocate for women in leadership, Jennifer mentors other women in the industry, creating networks through efforts like the Her Story Podcast and Prudentials Womens Table Talk Series . Her leadership in financial services earned her a spot as a qualifying member of the Million Dollar Round Table in 2023. Jennifers work continues to inspire women to thrive in finance and leadership roles.

Follow this link to meet Jennifer on LinkedIn : https : / / www.linkedin.com / in / jenniferlynncraig /

With the Support of Prudential and LPL Financial :

As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth.

Licensing and Education Requirements :

We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services :

• Series 7
• Series 66
• Life / Health Insurance License
• 4-year college degree (preferred)

Position Benefits and Compensation :

• 401(k) with matching contributions
• Cash Balance Pension Plan
• Pension enhancement for top financial professionals
• Private office expense support
• Competitive compensation and bonuses
• Expressed payouts on Life Insurance & Annuity products
• Deferred compensation plan for eligible financial professionals
• Medical, dental, vision benefits & healthcare reimbursement account
• Life insurance, accident insurance, and disability income insurance coverage
• Mutual fund investment plan
• Business programs and conferences

Join Us in Making an Impact!

We are a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, consider joining Andrew, Rich, Jennifer, Prudential, LPL Financial, and our dedicated local team today!

Disclosure Statement : During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity.

Flexible work from home options available.