Financial Planner Seeking Former Educators / Coaches

Job Description

Job Description

Benefits :

• Deferred Comp Plan Potential
• Private Office Expense Support
• Mutual Fund Investment Plan
• 401(k)
• 401(k) matching
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Join Prudential Advisors - Greater Baltimore!

About Prudential :

Founded in 1875, Prudential Financial is a Fortune 100 company renowned for its legacy of helping individuals and institutions achieve financial security. With over a century of expertise, Prudential offers a wide range of financial products and services, from insurance to investment management, serving millions of customers globally. Known for innovation and integrity, Prudential is a leader in empowering clients and financial professionals alike.

About LPL Financial :

As a Fortune 500 independent broker-dealer, LPL Financial provides financial professionals with the tools, resources, and support to grow their practices and deliver exceptional service. LPLs open-architecture platform allows advisors to access non-proprietary products, offering clients tailored solutions that align with their unique needs.

Top Reasons Educators Could Thrive Here :

Trust-building and relationship development : Coaches and teachers naturally build rapport and trust, essential traits for cultivating long-term client relationships.

About Prudential Advisors - Greater Baltimore

Prudential Advisors Greater Baltimore stands as one of the top financial planning firms in the country, with approximately 140 advisors driving its success. Our vision is to become the most recognized and respected financial services firm in the Mid-Atlantic Region.

We provide high-quality advice and maintain a total focus on the client experience. More than just financial professionals, we are dedicated to making a meaningful impact in the greater community through both our business expertise and public service. Our office environment is built on a foundation of success and collaboration, consisting of a talented and diverse team of leaders focused on one objectiveexcellence.

With a culture centered around comprehensive financial planning, the majority of our new clients come through referrals. Beyond our commitment to clients, we proudly support charitable organizations such as Comfort Cases, Foundations Fighting Blindness, and Light The Night The Leukemia & Lymphoma Society.

Our growing office is located at :

Our Differentiators :

Meet our team :

Regional Director, Tom McElwee :

As Regional Director for the Mid Atlantic Financial Group of Prudential Advisors, Tom leads a growing team of over 50 financial advisors across the State of Delaware and the Greater Baltimore Region. With a career rooted in leadership, Tom is passionate about empowering advisors not just to grow their businessesbut to grow personally and professionally. His leadership philosophy is grounded in coaching, integrity, and meaningful relationships. Tom brings a forward-thinking approach to the evolving financial advisor career landscape, especially during this transformative period of partnership and growth with LPL Financial. His vision is bold yet clear : to help establish the most recognized and respected financial services firm in the Mid-Atlantic.

Outside of work, Tom shares his life with his fiance Tara, teenagers Kade and Lexis, and their two dogs, Bentley and Jules. Deeply connected to the special needs community, Tom supports Tara in her role as Executive Director of Main Street Connect, an inclusion-focused movement where people of all abilities thrive together. A former college and semi-pro hockey player, Tom has traded in his skates for golf clubsbut his competitive spirit remains just as strong.

Regional Director, Vanessa Echeverria :

Vanessa joined Prudential in July 2024. Prior to Prudential, Vanessa started her career as a professional fundraiser / development for nonprofits, including living internationally to support childrens missions. As a director, she supported about 400 independent financial advisors in growing their practices, scaling teams, recruiting experienced advisors, and leading the transition team. Personally, Vanessa is passionate about spending time with her blue Sharpei and staying active. She enjoys playing soccer, hockey, doing pilates, and dancing ballet.

Advisor, Matt Koppelman :

Matt Koppelman has been with Prudential for 3-4 years and is one of the top producers in the company. Prior to Prudential, Matt worked in the service industry his entire career, mostly in hotels, restaurants, and nightclubs. Personally, Matt is passionate about traveling, spending time with family, college football, trying new restaurants, and charity work.

An Ideal Candidate :

Series 7

Wealth / Financial Advisor Responsibilities :

Position Benefits and Compensation :

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.