What are the responsibilities and job description for the Client Advisor, Seeking Athletes position at Prudential Advisors - Greater D.C.?
Benefits:
Join Prudential Advisors - Greater D.C.
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. LPL’s open-architecture platform allows advisors to access non-proprietary products, offering clients tailored solutions that align with their unique needs.
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 objective—excellence.
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:
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 is 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 children’s 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.
Wealth/Financial Advisor Responsibilities:
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.
- 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.
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. LPL’s open-architecture platform allows advisors to access non-proprietary products, offering clients tailored solutions that align with their unique needs.
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 objective—excellence.
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
- Competitive Drive: Athletes’ desire to excel fuels them to surpass goals and deliver excellent service.
- Discipline and Time Management: Their experience balancing responsibilities translates to managing client portfolios effectively.
- Goal-Oriented: Athletes’ focus on setting and achieving goals could drive them to help clients reach financial success.
- Teamwork and Collaboration: Used to working in teams, athletes could thrive in collaborative environments, achieving client-focused results.
- Open Architecture System: 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.
- Growth Opportunities: Buy books of business, build assets, or create a practice to sell—a rare path to long-term success.
- Leadership and Management Potential: Additional opportunities for advancement 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.
- Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.
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 is 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 children’s 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.
Wealth/Financial Advisor Responsibilities:
- Develop personalized financial plans covering budgeting, retirement, insurance, and education planning.
- Build lasting client relationships by offering ongoing financial advice and support.
- Collaborate with a team committed to helping clients at all life stages, with opportunities to expand into advanced wealth management as you grow.
- Has strong interpersonal skills and a desire to help clients achieve personal financial milestones.
- Brings a mindset of discipline, teamwork, and continuous growth—qualities that have helped athletes and goal-oriented individuals excel in this environment.
- Is open to career growth within both financial planning and wealth advisory services over time.
- Has (or has the willingness to quickly acquire) the following certifications:
- Series 7
- Series 66
- Passing the SIE (Securities Industry Essentials) exam.
- Life/Health Insurance License
- 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
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.