Experienced Financial Advisor
28 days ago
Hingham
Job DescriptionBenefits: • Retirement, • Health insurance, • Opportunity for advancement, • Training & development, • Vision insurance, • Bonus based on performance, • Company parties, • Dental insurance A Partnership Designed for Success: Prudential and LPLs strategic partnership merges the power of Prudentials best-in-class insurance and annuities with LPLs leading investment platform. The result? A platform that enables you to serve your clients better and grow your business faster. About Prudential: Founded in 1875, Prudential Financial is a leading Fortune 100 company that has built a trusted reputation in helping individuals and institutions secure their financial futures. Offering a wide range of services, including insurance, investment management, and retirement planning, Prudential is a recognized leader in the financial services industry, committed to providing quality solutions and superior service to both clients and financial professionals. About LPL Financial: As the nations largest independent broker-dealer, LPL Financial supports advisors with cutting-edge technology and a comprehensive range of non-proprietary investment solutions. LPL enables financial professionals to deliver tailored solutions to their clients, providing the necessary tools, resources, and support to scale their businesses and thrive in todays dynamic financial landscape. Meet Our Leaders: Rich Marooney, Managing Director: Rich brings 28 years of industry experience, having worked at various firms before joining Prudential six years ago. Before his transition to financial services, Rich was a Center Manager at UPS in Connecticut. Rich's journey to financial services was deeply personalafter the untimely death of his oldest son, Ryan, due to bone cancer, Rich made a conscious decision to advocate for financial responsibility to ensure families are prepared for unforeseen events like death or disability. Outside of work, Rich is passionate about golf and is proud of his son James, who currently plays professional hockey with the Adirondack Thunder, an ECHL affiliate of the NJ Devils. Richs other sons, Cody and Joey, also played NCAA Division 1 hockey (University of Alabama Huntsville and University of Minnesota). Follow this link to meet Rich on LinkedIn: Andrew Grande, Regional Director: Andrew brings over a decade of industry experience and leads a growing practice across Massachusetts. Before joining Prudential, he had a successful career with Northwestern Mutual and New York Life, where he earned the 2021 Career Success Award and ranked #5 nationally for Rookie Partner of the Year. He also recruited 14 advisors with a 91% first-year retention rate and exceeded his performance target by 240%. Prior to that, Andrew owned a top-performing Allstate Insurance agency, ranked #1 in Massachusetts for customer satisfaction. He holds a B.A. in Economics from UMass Dartmouth and was a four-year starter on the football team. Andrew lives in Kingston, MA with his wife and three daughters and enjoys golfing, hockey, and supporting the Patriots. Follow this link to meet Andrew on LinkedIn: Jennifer Craig, Regional Director & Financial Planner: Jennifer Craig, RICP, has advanced from financial advisor to Regional Director at Prudential Advisors since joining in 2010. She founded L.I.F.T. (Ladies in Finance, Together), a program that empowers female financial advisors using the N.E.W. model, which focuses on defining individual strengths. As a member of the Womens Program Planning Council and the DE&I Advisory Council, Jennifer plays a key role in shaping initiatives that support diversity and inclusion. A dedicated advocate for women in leadership, Jennifer mentors other women in the industry, creating networks through efforts like the Her Story Podcast and Prudentials Womens Table Talk Series. Her leadership in financial services earned her a spot as a qualifying member of the Million Dollar Round Table in 2023. Jennifers work continues to inspire women to thrive in finance and leadership roles. Follow this link to meet Jennifer on LinkedIn: What Youll Experience: • A Smooth Transition: LPLs extensive experience ensures that most of your clients assets will transfer with minimal paperwork98% of accounts can move without requiring client signatures., • Comprehensive Resources: Enjoy access to industry-leading tools, back-office support, and business development services, allowing you to focus on what you do besthelping clients., • Customizable Offerings: Continue offering Prudentials life insurance and annuities, while utilizing LPLs open architecture for a wider range of investment solutions., • Endless Growth Potential: Whether expanding your client base, buying books of business, or diversifying your services, the opportunities for growth are abundant.The Ideal Candidate:, • Experienced Advisor: Youve already built a successful financial services practice and are seeking an environment that allows you to expand your offerings and take your business to the next level., • Client-Focused: You prioritize delivering personalized, value-driven solutions to your clients, ensuring that their financial goals are met with tailored strategies., • Growth-Oriented: Youre eager to leverage both Prudential and LPLs robust resources and capabilities to scale your business., • Licensed & Certified: You hold the following licenses and certifications:, • Series 7, • Series 66, • Life/Health Insurance LicenseCompensation and Benefits:, • Competitive pay structure with performance-based bonuses, • Access to exclusive leads and business development programs at no cost, • Robust back-office support and administrative resources, • Industry-leading technology and investment platforms, • Flexible work options: office, remote, or hybrid, • Comprehensive benefits package, including health, dental, and vision insurance, • Retirement benefits, including a 401(k) with matching contributions and pension enhancements, • Generous business development programs and access to high-quality lead generationJoin Us Today: For financial professionals who have built a practice and are looking to elevate it further, this is the perfect opportunity to leverage the strengths of Prudentials brand and LPLs technology to grow your business and better serve your clients. With seamless transitions, comprehensive support, and a commitment to your success, Prudential and LPL offer everything you need to thrive. Disclosure Statement: During the formal interview process, candidates will be introduced to the national financial services firm and broker-dealer designations that support this role. All business activities will align with the appropriate regulatory frameworks and firms behind this opportunity. Flexible work from home options available.