Investment Specialist jobs in Newark, NJ

Job Classification:

Are you excited by the environment of a start-up team within the walls of a 140-year company? Are you passionate about sales and advice, while building a customer focused end-to-end experience that drives top line revenue? Are you a relationship-builder? Are you ready for a role that enables you to take your consulting skills to the next level? What about one that reminds you of the impact you’re making every single day?   

If so, we have a unique and exciting opportunity for you. Prudential’s Retail and Advice Solutions (RAS) division is seeking Financial Advisors to join their Personal Advisory Group.   

As a Financial Advisor in the Personal Advisory Group, this is your chance to join a team of professionals who deliver financial advice and guidance to Prudential customers and prospects exclusively by phone and/or video chat. Helping to meet the financial challenges of an expanding addressable market of consumers, the Personal Advisory Group will conduct thorough discovery sessions and deliver recommendations in line with customers’ needs. Product offerings may include investment, insurance and annuity solutions upon your being insurance licensed and appointed and registered with FINRA through our Broker/Dealer, as applicable. 

Our ideal candidate is a dynamic sales professional who is passionate about helping clients reach their financial goals through delivery of financial expertise, advice, and an excellent customer experience.  This candidate will be integral in shaping the direction and future of the business, innovating how we best serve our clients. They should be agile in their approach and focused on driving outcomes for success by embracing new processes and technologies.   

How you will contribute to our team: 

• Deliver advice and provide solutions to customers by phone or video chat.   
• Educate and provide advice and guidance, including the delivery of investment, advisory, insurance and annuity product offerings.  
• Deliver excellent advisory support and customer service for clients around financial needs. 
• Effectively deliver Prudential’s differentiating value proposition and empower clients to navigate their financial wellness in partnership with Prudential. 
• Participate in pilot initiatives, as needed, in various customer experience efforts inclusively with Retail Digital, Prudential Advisors and other Prudential teams or affiliates. 
• Nurture customer relationships and close on leads through a strong lead management system.   

Qualifications: 

• Bachelor’s degree in Finance, Marketing, Operations, or equivalent work experience
• 3-5 years of experience in the financial services industry  
• Demonstrated success as a strong communicator (verbal, written)/collaborator and driver of business outcomes 
• Customer-obsessed mindset with a strong ability to build relationships and trust in a virtual environment 
• Financial knowledge product expertise (insurance, annuities, investments) 
• Understanding of the financial planning process  
• Sales professional who is goal driven  
• Series 7 and 63 Life/Health required, 65 or 66 required or obtained within 90 days after hire; 
• Certified Financial Planner (CFP©) or Chartered Financial Consultant® (ChFC®) preferred