Associate Managing Director - Prudential Wealth Advisors
Core
Strategic leadership role focused on recruiting experienced financial advisors, coaching their business growth, and driving firm retention.
Role type
Senior IC wealth management leadership (advisor recruiting & development)
Builds
Advisor practices and firm growth
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Advisor recruiting, financial planning, investments, practice management, business development, coaching, relationship management, data analysis
Preferred skills
Series 7, 66, CFP, ChFC, CLU
Technologies
Advisory platforms
Responsibilities
Recruit and convert experienced financial advisors and teams, coach advisors on practice growth and productivity, manage advisor onboarding and retention, partner with Managing Director on strategic initiatives, consult on wealth management and succession planning