Wealth Professional with Federal Background

Job Description

Job Description

Benefits:

• Retirement
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

Transition Your Federal Experience into Financial Services with Prudential & LPL Financial

Prudential Advisors - Greater D.C. is growing their established presence across Washington D.C., Maryland, and Virginia, and are actively seeking professionals with federal government experience to join as Financial Advisors. This is a unique opportunity to transition into a purpose-driven career where youll help individuals and families plan for long-term financial securitywhile applying the discipline, integrity, and service-oriented mindset that federal professionals bring to the table.

This is a unique opportunity to build a purpose-driven career helping others plan for their financial futureswhile leveraging the discipline, attention to detail, and service mindset that federal employees bring to the table.

Why Federal Employees Can Succeed Here:

• Mission-Driven Work: Continue your commitment to public service by helping families and individuals build long-term financial security.
• Structured Environment with Flexibility: Utilize your organizational experience within a system that offers the freedom to grow your own business.
• Built-In Support: Access 23+ no-cost lead programs, administrative support, and best-in-class technology to launch and grow your career.
• Career Growth Paths: Whether you're transitioning from a GS-level role, retiring early, or looking to explore a second careeryoull have the tools to grow at your pace.
• Client Connection: Many of our clients are also federal employees, which allows you to provide planning with shared understanding and insight.

Our growing offices are located:

• 909 Rose Avenue, Suite 650, North Bethesda, MD 20852
• 1919 Gallows Road, Suite 100, Vienna, VA 22182

Our Differentiators:

• Open Architecture System: No proprietary or product requirements. We strongly believe in fiduciary responsibility, advisor autonomy, and a product agnostic approach by leading with financial planning and providing industry-leading support.
• Advanced Technology: Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.
• Growth Opportunities: Buy books of business, build assets, or create a practice to sella rare path to long-term success.
• Leadership and Management Potential: Additional opportunities for advancement by leading and developing teams.
• FREE Leads: Access to 23+ high-quality lead programs, including warm leads and current clients, at NO cost to you.
• Business Development Services: Back-office and administrative support to free up your time for growth.

Meet our team:

Regional Director, Brady Brassford:
Brady joined Prudential's Career Development program right out of college, obtaining licenses, building a practice, and transitioning into leadership.
Brady has been with Prudential for 10 years.
Personally, Brady:

• Passionate about golf, pickleball, baseball, reading books, and traveling.

Regional Director, Vanessa Echeverria:
Vanessa joined Prudential in July 2024. Prior to Prudential, Vanessa started her career as a professional fundraiser/development for nonprofits, including living internationally to support childrens missions. As a director, she supported about 400 independent financial advisors in growing their practices, scaling teams, recruiting experienced advisors, and leading the transition team.
Personally, Vanessa:

• Passionate about spending time with her blue Sharpei and staying active. She enjoys playing soccer, hockey, doing pilates, and dancing ballet.

Advisor, Matt Koppelman:
Matt Koppelman has been with Prudential for 3-4 years and is one of the top producers in the company. Prior to Prudential, Matt worked in the service industry his entire career, mostly in hotels, restaurants, and nightclubs.
Personally, Matt:

• Passionate about traveling, spending time with family, college football, trying new restaurants, and charity work.

With the Support of Prudential and LPL Financial:
As part of a Fortune 100 financial services firm and one of the top independent broker-dealers in the Fortune 500, Prudential and its broker-dealer partner, LPL Financial, provide unparalleled resources and support to help financial planners thrive. This partnership ensures access to advanced tools, proven strategies, and a national network of experts, empowering you to deliver exceptional client outcomes while achieving personal career growth.

Licensing and Education Requirements:
We seek individuals committed to professional development who either hold or are actively pursuing these licenses to grow their careers in financial services:

• Series 7
• Series 66
• Passing the SIE (Securities Industry Essentials) exam.
• Life/Health Insurance License
• 4-year college degree (preferred)

Position Benefits and Compensation:
401(k) with matching contributions
Cash Balance Pension Plan
Pension enhancement for top financial professionals
Private office expense support
Competitive compensation and bonuses
Expressed payouts on Life Insurance & Annuity products
Deferred compensation plan for eligible financial professionals
Medical, dental, vision benefits & healthcare reimbursement account
Life insurance, accident insurance, and disability income insurance coverage
Mutual fund investment plan
Business programs and conferences

Join Us in Making an Impact!
We are a team dedicated to helping people achieve long-term financial security. If youre ready to make a difference and grow your career, consider joining Prudential, LPL Financial, and our dedicated local team today!

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.