Senior Financial Planner jobs in United States
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Prudential Financial · 10 hours ago

Senior Financial Planner

positionWexford, PA
timeFull-time
remoteHybrid
senioritySenior Level

Prudential Financial is a leading firm in the financial services industry, and they are seeking a Senior Financial Planner to join their team. This role involves providing personalized financial solutions to clients while leveraging the company's open architecture platform and resources to enhance client relationships and address complex financial challenges.

Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement
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H1B Sponsor Likelynote

Qualification

Financial PlanningInvestment AdvisoryTax PlanningData AnalyticsClient Relationship Management

Benefits

Competitive compensation and full benefits package for statutory advisors, including company sponsored benefits.
All product sales are fully benefitable with no sales quotas.
1099 contracts available as well with payouts up to 92.5%.
20+ leads programs powered by Gen AI and data analytics, connecting you with a quality source of leads to help supplement your overall prospecting efforts and open doors to new client relationships.
Access to premium business solutions to help solve your clients’ complex financial challenges, including high-net worth services and tax planning.

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

Channel NewsAsia
Prudential Financial's Japan life unit CEO to resign after widespread staff misconduct
2026-01-19
Media Post
Prudential Taps 'Retirement House' Influencers For Rose Bowl Campaign
2026-01-03
MarketScreener
Prudential Financial Announces Leadership Alignment
2025-12-18
Company data provided by crunchbase