Job Summary

• The Portfolio Overlay Consultant role supports wealth management advisors in incorporating insurance-backed strategies and drives sales across retail wealth management channels.
• Prudential offers market competitive base salaries with yearly bonus potential, comprehensive benefits including medical, dental, vision, 401(k) with company match, wellness programs, and employee stock purchase plans.
• The Growth Initiatives team drives innovative growth by exploring new markets, products, and partnerships to deliver protected outcomes and expand the business.

Matching Summary

Salary

Base: Market competitive base salaries; Bonus/Equity: Yearly bonus potential; Benefits: Medical, dental, vision, life insurance, disability, PTO, 401(k) with match, pension, wellness programs, employee stock purchase plan

Skills & Requirements

Key Requirements

• CFP or RICP preferred
• FINRA Series 6, 63 or 7, 66 licenses
• State Insurance license required
• 10+ years wealth management experience
• Experience with advisory and fee-based products

Work Rights