Financial Advisor

Role overview

Embark on a career as a financial professional within Prudential Advisors, aligned with the Keystone Financial Group in Harrisburg, PA 17111. This role is designed for a motivated, analytical individual who will join a team of advisors dedicated to helping clients achieve their financial goals. After qualifying for and completing our Career Development Program (CDP) licenses and registrations, you will play a pivotal role in client service and financial planning.

Key responsibilities

• Develop relationships with existing and prospective clients
• Gather client information and translate it into robust financial plans
• Assist clients in retirement planning preparation
• Prepare and review investment portfolio recommendations

Candidate profile

• Self-starter with an entrepreneurial mindset
• Customer service champion
• Engaging and compelling communicator and negotiator
• Problem solver and critical thinker
• Life-long learner pursuing ongoing education and professional development
• Prior sales experience and/or enjoy networking and pursuing new clients
• College degree or equivalent work/life experience with a minimum of a high school diploma or GED

What we offer

• A framework to attain licensing and education through our program, with support for learning in a collaborative team environment
• Competitive, pay-for-performance compensation including commissions and industry-specific benefits
• A clear roadmap for success guided by experienced leaders

Training path and compensation details

• The journey begins with the Pre-Contract CDP Affiliate phase, during which you study toward FINRA and resident state licenses, with the cost of fees and exam study materials covered by the Company
• Upon successful completion of the Pre-Contract Affiliate phase and if offered part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or the applicable city/state minimum wage if higher)
• After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), paid solely on a commission and bonus basis
• FPAs regularly earn average compensation ranging from $50,000 to $75,000 in commissions and bonuses in their first full year
• Subject to plan terms and conditions, eligible FPAs may enroll in a 401(k) plan and participate in company-sponsored medical, dental, vision, and basic life insurance for the FPA and eligible dependents, with potential eligibility for paid leave

Next steps

Learn more about this opportunity and schedule an informational interview by emailing [email protected].