Associate Managing Director - Prudential Wealth Advisors

Prudential Financial•Atlanta, GA

11d

About The Position

Southern Financial Group is seeking an Associate Managing Director (AMD) to join its leadership team at Prudential Wealth Advisors. The AMD serves as a strategic partner to the Managing Director and helps drive advisor growth, development, and retention. This highly visible role focuses on attracting experienced financial advisors, supporting successful advisor transitions, and helping advisors build stronger, more productive businesses. Working with recruiting partners, the AMD cultivates relationships with experienced advisor candidates and teams, helps them assess opportunities and the value of affiliating with Prudential Advisors, and supports due diligence and recruiting decisions. The AMD also coaches and consults with advisors on practice growth, financial planning, investments, wealth management capabilities, teaming strategies, and business development. The role supports new advisors through onboarding and integration, working across onboarding, operations, supervision, and wealth management teams to help navigate transitions, move assets, and reach early productivity milestones. The AMD also works to strengthen engagement and retention, identify growth opportunities, and help advisors make the most of Prudential Advisors' resources. As a leadership team member, the AMD partners with the Managing Director to execute business priorities, use market intelligence and performance insights to inform decisions, and advance the firm's growth objectives.

Requirements

Significant experience in wealth management, financial services leadership, advisor development, or advisor recruiting.
Proven success recruiting and attracting experienced financial advisors.
Strong knowledge of financial planning, investments, advisory platforms, and advisor practice management.
Demonstrated ability to influence and build trusted relationships with advisors, candidates, and business partners.
Strong analytical, communication, coaching, and relationship management skills.
Ability to leverage data and market insights to drive business results.
Strong execution, organization, and follow-through capabilities.
Series 6 and 65 registrations and a Life/Health insurance license.

Nice To Haves

Bachelor's degree preferred.
Series 7 and 66 registrations preferred.
Industry designations such as CFP, ChFC, or CLU preferred.

Responsibilities

Partner with recruiting professionals to engage prospective experienced financial advisors and teams, build trusted relationships, and communicate the strategic and economic benefits of joining Prudential Advisors.
Support advisor due diligence discussions and influence recruiting decisions, helping convert high-quality opportunities into successful hires.
Coach and consult with advisors on financial planning, investments, practice management, business development, and practice growth.
Foster accountability, performance excellence, and continuous development among advisors, and connect them with relevant resources and expertise.
Help newly affiliated advisors transition and integrate into Prudential Advisors, coordinating with onboarding, operations, supervision, and wealth management teams.
Help advisors navigate complex transitions, accelerate asset movement, and achieve early productivity milestones.
Strengthen advisor engagement and retention by proactively addressing challenges and identifying opportunities for growth.
Partner with the Managing Director to execute business priorities and support firm growth objectives.
Use market intelligence, business performance insights, and industry trends to identify opportunities, anticipate challenges, and inform decision-making.
Represent the firm with professionalism, credibility, and executive presence.
Advise advisors and prospective candidates on wealth management, advisory business models, advisor economics, succession planning, teaming opportunities, and business optimization.
Help advisors leverage Prudential Advisors' wealth management capabilities and resources to support growth and long-term success.

Benefits

Market-competitive base salary with yearly bonus potential.
Medical, dental, vision, life, and disability insurance.
Paid Time Off and leaves of absence, including parental and military leave.
401(k) plan with company match up to 4%.
Company-funded pension plan.
Wellness programs, including up to $1,600 per year in reimbursement for items purchased to support personal wellbeing needs.
Work/Life Resources for parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan allowing shares to be purchased at 85% of the lower of the beginning or ending purchase-period price.
Eligibility for a discretionary annual incentive program, subject to program rules and applicable factors.