Director, Wealth Consultant

Prudential Financial • Taft Corners, VT

3d

About The Position

The Director, Wealth Consulting (WC) is primarily charged with partnering with the VP, Wealth Consulting in achieving Assets Under Management (AUM) growth, increased GDR and increased number of financial professionals active on the Investment platform. The role also works with the VP, Wealth Consultant to increase Financial Planning production. The Director, Wealth Consultant may also work closely with financial professionals and field leadership. The Dir, Wealth Consultant is part of a team reporting to the Vice President, Wealth Consultant. Through the development of strong business relationships, the Dir, Wealth Consultant provides support and participates in coaching at the local level to strengthen and enhance the financial professionals’ skills and elevate the investment and financial planning knowledge of field leadership. They will also source and deliver product information, competitive data, and provide technical guidance to financial professionals and field leadership. Interaction with financial professionals is through individual face to face meetings but also includes virtual for both large group meetings and small group sessions. The Wealth Consultant will collaborate with the Advisor Services product management team and with Learning and Business Consulting to drive results, increase technology adoption and share uncovered training needs. All materials, concepts and ideas that Wealth Consultants deliver must be compliance approved. Moderate travel is anticipated.

Requirements

• High motivation and energy with the ability to drive production, AUM and revenue objectives collaboratively and autonomously
• A broad and comprehensive knowledge of the Investment business, including an understanding of the sales process and ongoing activity pertaining to maintain and growing AUM
• Excellent communication skills
• Ability to build and maintain strong business relationships
• Familiarity with tools such as e-Money, Nitrogen, Morningstar Analytics etc.
• Solid understanding of compliance
• Series 7 & 65 or 66 within 90 days and prior investment or wholesaler experience a plus.

Nice To Haves

• Industry recognized designations such as ChFC, CFP are highly desirable

Responsibilities

• Partnering with the VP, Wealth Consulting in achieving Assets Under Management (AUM) growth, increased GDR and increased number of financial professionals active on the Investment platform.
• Increase Financial Planning production.
• Work closely with financial professionals and field leadership.
• Provide support and participates in coaching at the local level to strengthen and enhance the financial professionals’ skills and elevate the investment and financial planning knowledge of field leadership.
• Source and deliver product information, competitive data, and provide technical guidance to financial professionals and field leadership.
• Collaborate with the Advisor Services product management team and with Learning and Business Consulting to drive results, increase technology adoption and share uncovered training needs.
• Ensure all materials, concepts and ideas that Wealth Consultants deliver must be compliance approved.

Benefits

• Market competitive base salaries, with a yearly bonus potential at every level.
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
• 401(k) plan with company match (up to 4%).
• Company-funded pension plan.
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as 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 obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed