Prudential plc · 11 hours ago
Director, Wealth Consultant
Newark, NJ
Full-time
Onsite
Lead/Staff
$147K/yr - $221K/yrPrudential is a leading financial services company, and they are seeking a Director, Wealth Consultant to drive AUM growth and enhance the skills of financial professionals. The role involves coaching, providing technical guidance, and collaborating with various teams to achieve business objectives.
Asset ManagementConsultingFinancial ServicesHealth CareInsurance
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
Working closely with financial professionals and field leadership to increase Financial Planning production
Providing support and participating in coaching at the local level to strengthen and enhance the financial professionals’ skills
Sourcing and delivering product information, competitive data, and providing technical guidance to financial professionals and field leadership
Collaborating with the Advisor Services product management team and with Learning and Business Consulting to drive results, increase technology adoption and share uncovered training needs
Qualification
Required
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
Preferred
Industry recognized designations such as ChFC, CFP are highly desirable
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.
Company
Prudential plc
We are Prudential. For Every Life, For Every Future.
Founded in 1848Central, Hong Kong Island, HKG
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Thomas W Myers, CLU, ChFC
Chief Executive Officer
Recent News
2025-12-04
Company data provided by crunchbase