Senior Wealth Advisor jobs in United States
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Prudential Financial · 1 day ago

Senior Wealth Advisor

positionNew York, NY
timeFull-time
remoteOnsite
senioritySenior Level
money$75K/yr - $200K/yr

Prudential Financial is seeking an Experienced Financial Advisor to join their team. The role involves providing financial guidance to clients, developing personalized financial plans, and assisting in various financial areas such as retirement and estate planning.

Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement
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H1B Sponsor Likelynote

Responsibilities

Conduct in-depth financial analysis to understand clients' financial status and goals
Develop personalized financial plans and provide investment recommendations
Assist clients in areas such as retirement planning, estate planning, and tax strategies
Monitor clients' accounts and provide regular updates on investment performance
Stay updated on market trends, investment opportunities, and regulatory changes
Build and maintain strong client relationships through effective communication and trust-building
Collaborate with other professionals such as accountants and attorneys to offer comprehensive financial solutions

Qualification

Financial analysisCustomer relationship managementSales experienceResearch skillsTeam collaboration

Required

Bachelor's degree
Proven experience in sales, customer relationship management, and financial analysis
Excellent research skills to stay informed about market trends and investment opportunities
Ability to work independently and as part of a team to meet client needs efficiently

Company

Prudential Financial

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Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial.
dateFounded in 1875
location
Newark, New Jersey, USA
people-size10001+ employees
web-link
http://www.prudential.com

H1B Sponsorship

Prudential Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)

Funding

Current Stage
Public Company
Total Funding
$1.25B
Key Investors
AM Best
2025-03-13Post Ipo Debt· $750M
2024-02-14Post Ipo Debt· $500M
2001-12-13IPO

Leadership Team

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Andrew Sullivan
Chief Executive Officer
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Yanela Frias
Executive Vice President & Chief Financial Officer
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Recent News

Media Post
Prudential Taps 'Retirement House' Influencers For Rose Bowl Campaign
2026-01-03
MarketScreener
Prudential Financial Announces Leadership Alignment
2025-12-18
Business Wire
Prudential Launches FlexGuard 2.0 with New Investment Allocation Options to Help Customers Protect Their Life’s Work, Furthering Commitment to the Registered Index-Linked Annuity Space
2025-12-16
Company data provided by crunchbase