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Associate Managing Director
Prudential Financial. Attract and recruit experienced financial advisors and teams .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in wealth management and advisor recruiting, with a strong focus on building relationships, coaching, and supporting financial advisors to achieve growth and productivity goals. Proficient in leveraging market insights and data to inform strategic decision-making and enhance advisor engagement.
Highest-signal resume keywords
Wealth Management ExpertiseAdvisor Recruiting SuccessFinancial Planning KnowledgeRelationship Management SkillsData-Driven Decision Making
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningInvestmentsAdvisor Practice ManagementBusiness DevelopmentCoachingDue DiligenceMarket IntelligenceBusiness Optimization
Soft Skills
Communication SkillsAnalytical SkillsInfluencing SkillsOrganizational SkillsFollow-Through Capabilities
Certifications & Qualifications
Series 6 RegistrationSeries 65 RegistrationLife/Health Insurance LicenseSeries 7 RegistrationSeries 66 RegistrationCFPChFCCLU
Industry Keywords
Financial ServicesAdvisor DevelopmentAdvisor EngagementClient RelationshipsGrowth Opportunities
About the role
Key responsibilities & impact- Attract and recruit experienced financial advisors and teams
- Cultivate relationships with advisor candidates and help them evaluate growth opportunities and Prudential Advisors' value
- Support due diligence discussions and convert high-quality recruiting opportunities into successful hires
- Coach and consult advisors on practice growth, wealth management capabilities, teaming strategies, and business development
- Help advisors strengthen practices, increase productivity, deepen client relationships, and achieve growth goals
- Support newly affiliated advisors through onboarding, transitions, asset movement, and early productivity milestones
- Strengthen advisor engagement and retention by addressing challenges and identifying growth opportunities
- Partner with the Managing Director to execute business priorities and strategic initiatives
- Use market intelligence, business performance insights, and industry trends to inform decision-making
- Advise on financial planning, investments, succession planning, teaming opportunities, and business optimization
Requirements
What you’ll need- Bachelor's degree preferred
- Significant experience in wealth management, financial services leadership, advisor development, or advisor recruiting is required
- Proven success recruiting and attracting experienced financial advisors
- Strong knowledge of financial planning, investments, advisory platforms, and advisor practice management
- Demonstrated ability to influence and build trusted relationships with advisors, candidates, and business partners
- Strong analytical, communication, coaching, and relationship management skills
- Ability to leverage data and market insights to drive business results
- Strong execution, organization, and follow-through capabilities
- Series 6 and 65 registrations and Life/Health insurance license
- Series 7 and 66 registrations preferred
- Industry designations such as CFP, ChFC, or CLU preferred
Benefits
Comp & perks- Market competitive base salaries, with a yearly bonus potential at every level
- Medical, dental, vision, life insurance, and disability insurance
- Paid Time Off (PTO)
- Leave of absences, including 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 reimbursement for items purchased to support personal wellbeing needs
- Work/Life Resources supporting parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development
- Education Benefit for approved traditional college enrollment and many accredited certificate programs
- Employee Stock Purchase Plan: shares can be purchased at 85% of the lower of two prices
- Eligibility to participate in a discretionary annual incentive program, subject to program rules and performance factors