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Investment Advisory Financial Representative


Plymouth, MN
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Job Details

Position Title: Investment Advisory Financial Representative
Job Code: 436998
Job Location: Minnesota-Plymouth




We are looking for a dynamic investments sales professional with passion for helping customers achieve their life goals. The selected candidate will be a member of a newly built team of Investment Advisory Representatives in support of a new venture that will provide needs-centric financial advice, including fee-based product offering solutions via a Registered Investment Advisor (RIA).



The successful candidate will be a dynamic sales professional interested in joining a fast-paced, results-oriented team that is technology enabled, with the stability that comes from a large company, yet the possibilities and potential of a startup.  You will work hard, learn quickly, contribute to product design and enhancement, and feel a great sense of satisfaction.



You will report to the Director, Investment Advisory Representatives Lead.  You will collaborate with colleagues to ensure the best experience for customers with every interaction.  This is a salaried position complemented by an attractive suite of total rewards and benefits, including but not limited to, a competitive bonus structure. 






Responsibilities include:



-          Develop, educate and advise potential and current customers on their financial planning needs through a solution, helping them achieve their financial goals, particularly focusing on investment advisory fee-based product offerings.



-          Close on existing and new Prudential customer leads through a strong lead management system with a focus on Prudential-offered investment products.



-          Schedule and facilitate virtual financial planning meetings to address existing customer inquiries regarding their investment product selections.



-          Nurture customer relationships and provide relevant advice regarding their online financial plan, as needed.



-          Provide exceptional service to customers helping them strive to achieve their financial goals.







-          Bachelor’s degree in Finance, Marketing, Operations or equivalent



-         5 plus years of experience in financial services sales, service and/or call centers



-          Strong financial product knowledge and experience.



-          Solid understanding of the Financial Planning Process



-          Series 65, 63 or 66 Required.



-          Certified Financial Professional (CFP), preferred



-          Excellent time management / organizational and relationship-building skills.



-          Strong communication skills (written, verbal) to various audiences – colleagues, leadership, customers.



Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand.

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.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.
Job Function: Sales
Schedule: Full-time
Apply on the Company Site
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