Financial Advisor with Training

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

Join Prudential Advisors Greater D.C. Career Changer Opportunity

About Prudential : Founded in 1875, Prudential Financial is a Fortune 100 company known for its legacy of helping individuals and families achieve financial security. With over 100 years of expertise, Prudential offers a wide range of financial services including insurance and investment management, serving millions of customers worldwide. Our commitment to innovation and integrity makes Prudential a trusted leader in the financial services industry.

About LPL Financial : LPL Financial is a Fortune 500 independent broker-dealer that provides financial professionals with access to the tools, resources, and support needed to build successful practices. With an open-architecture platform, LPL Financial offers a wide variety of non-proprietary products that help advisors craft tailored financial solutions for their clients.

About Prudential Advisors - Greater D.C.

Prudential Advisors Greater D.C. 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 offices are located :

• 909 Rose Avenue, Suite 650, North Bethesda, MD 20852
• 1919 Gallows Road, Suite 100 | Vienna, VA, 22182

About the Financial Advisor Role Career Changer Opportunity Are you seeking a career change and passionate about helping others secure their financial futures? As a Financial Advisor with Prudential, we provide comprehensive training, mentorship, and the resources to succeed in a thriving industry. This role is ideal for individuals with an entrepreneurial spirit, a strong desire to help others, and the drive to grow personally and professionally.

No prior experience or licenses are required to apply! We will guide you through obtaining the necessary licenses and certifications. As a Financial Advisor, youll have the opportunity to work with clients to provide personalized financial plans, covering areas such as retirement, insurance, and education planning. While most workdays are based in the office, we offer some flexibility to support hybrid arrangements, allowing you to balance productivity with occasional alternative work settings as needed. With the backing of Prudential and LPL Financial, you'll have access to robust tools and resources to build your practice and support your career growth.

Top Reasons Career Changers Thrive Here :

• Commitment to Success : Our structured training program ensures that you gain the knowledge and skills necessary to excel in the financial services industry.
• Unmatched Support : With mentorship from experienced professionals, you'll receive guidance every step of the way.
• Personal and Professional Growth : We focus on developing your career with continuous learning and advancement opportunities, allowing you to build a lasting, successful practice.
• Making an Impact : Help clients achieve their financial goals while securing a better future for themselves and their families.

Our Differentiators :

• Open Architecture System : We offer a fiduciary approach with no proprietary product requirements, giving you the autonomy to choose the best solutions for your clients.
• Growth Opportunities : Whether you choose to buy a book of business or build your own practice, we offer rare opportunities for long-term career success.
• FREE Leads : Gain access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you.
• Advanced Technology : Benefit from cutting-edge tools and software designed to streamline your business operations and deliver an exceptional client experience.

Meet our team :

Regional Director, Brady Brassford :

Brady joined Prudential's Career Development program right out of college, obtaining licenses, building a practice, and transitioning into leadership.

Brady has been with Prudential for 10 years.

Personally, Brady :

• Passionate about golf, pickleball, baseball, reading books, and traveling.

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 :

• 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, Ma

• Passionate about traveling, spending time with family, college football, trying new restaurants, and charity work.

Our Ideal Candidate :

• Youre passionate about making a difference in people's lives and dedicated to helping clients meet their financial goals.
• You possess an entrepreneurial mindset and are eager to learn.
• No prior financial licenses? No problem! Well help you obtain the necessary certifications to succeed in this role.
• Youre ready to take ownership of your career, learn new skills, and build a meaningful practice.

Qualifications :

• No prior financial licenses requiredtraining and support provided.
• A strong desire to help others and build relationships.
• Excellent communication skills and the ability to work well in a team environment.
• An entrepreneurial spirit with the drive to achieve success.

Position Benefits and Compensation :

• Competitive compensation with potential for performance-based bonuses.
• 401(k) with matching contributions.
• Cash Balance Pension Plan and pension enhancement opportunities for top financial professionals.
• Medical, dental, and vision benefits, along with healthcare reimbursement accounts.
• Life insurance, accident insurance, and disability income coverage.
• Mutual fund investment plans and business development programs.

Apply Today to Start Your Career as a Financial Advisor with Prudential!

Flexible work from home options available.