What are the responsibilities and job description for the Financial Professional Associate position at Prudential?
Explore a career as a FINANCIAL PLANNER!
If you’d be interested in exploring this opportunity further, please join one of our Regional Directors on an informational webinar. Use the links below to schedule the day and time that works best for you.
Copy & paste link of your preferred date and time into your browser:
Monday – 3:30 – 4:15 CST: https://prudential.zoom.us/webinar/register/WN_ECfiZRwtSqmhGmHiCsU2iQ#/registration
Tuesday – 12:00 – 12:45 CST: https://prudential.zoom.us/webinar/register/WN_x6FJRYoKQg6GQ_i8GVqHSg#/registration
Thursday – 12:00 – 12:45 CST: https://prudential.zoom.us/webinar/register/WN_7ZXwiHd9SBWPyD06r2hjBQ#/registration
Responsibilities:
- Study towards obtaining required FINRA and resident state licenses during the Pre-Contract CDP Affiliate phase.
- Part-time employment as a CDP Contract Associate upon successful completion of the Pre-Contract Affiliate phase
- Transition to full-time Financial Professional Associate (FPA) role after successful completion of the CDP Contract Associate phase
Expectations:
- Continual learning and development in the field of financial planning
- Building and maintaining client relationships
- Providing comprehensive financial advice and solutions
Day-to-day activities:
- Conducting financial analysis and creating customized plans
- Presenting recommendations to clients
- Monitoring and managing client portfolios
Compensation Structure:
- Pre-Contract CDP Affiliate Phase:
- Company covers costs of fees and exam study materials from approved vendors
- CDP Contract Associate Phase (Part-Time):
- Initial compensation: $15/hour (or applicable minimum wage if higher)
- Full-Time Financial Professional Associate (FPA):
- Paid solely on a commission and bonus basis
- Average compensation ranging from $50,000 - $75,000 in commissions and bonuses in the first full year
- Additional Benefits (subject to terms and conditions):
- Eligibility for enrolling in a 401(k) plan
- Participation in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and eligible dependents
- Potential eligibility for paid leave
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. 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 applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Education:
- High school or equivalent (Required)
Experience:
- Sales: 1 year (Preferred)
License/Certification:
- FINRA License (Preferred)
Work Location: In person
Salary : $50,000 - $75,000
