Portfolio Overlay Consultant
Prudential FinancialNewark, New Jersey, United States • Upper Dublin Township, Pennsylvania, United States • Shelton, Connecticut, United States
Posted November 25, 2025
Full Time
About the Company
Prudential is a global organization that provides financial services, including retirement security, insurance, and investment products.
Job Description
As a Portfolio Overlay Consultant, you will provide guidance and sales support for wealth management advisors to incorporate Portfolio Overlays and other insurance backed strategies in their practice.
Requirements
- CFP or RICP Preferred
- FINRA Series 6, 63 (or 7, 66) and State Insurance license required
- Deep knowledge of industry technology platforms such as financial planning, asset management
- Ability to facilitate consultative sales process, understanding customer needs and broader landscape of solutions
- 10+ Years of Wealth Management Expertise, preferably with advisory and fee-based experience as well
Benefits
- Market competitive base salaries
- Yearly bonus potential at every level
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences
- 401(k) plan with company match (up to 4%)
- Company-funded pension plan
- Wellness Programs
- Work/Life Resources
- Education Benefit
- Employee Stock Purchase Plan
- Discretionary annual incentive program
