About this opportunity
Original employer descriptionJob Classification:
Sales - Sales
Join Prudential Wealth Advisors and help shape the future of a growing financial services organization. With firms across the country, Prudential Wealth Advisors brings together talented financial professionals who are focused on helping clients achieve their financial goals while building successful, growing practices.
Keystone Financial Group is growing, and we are looking for an Associate Managing Director (AMD) to join our leadership team. This is a highly visible leadership opportunity for someone who is passionate about attracting experienced financial advisors, developing and coaching talent, and helping advisors build stronger, more successful businesses. Working alongside the Managing Director, the AMD will play an important role in driving the growth of the firm, strengthening advisor engagement and retention, and helping position Prudential Wealth Advisors as a destination for experienced advisor talent.
The Associate Managing Director (AMD) serves as a strategic partner to the Managing Director and is responsible for driving advisor growth, development, and retention within the firm. As a key member of the leadership team, the AMD plays a pivotal role in attracting experienced financial advisors, supporting successful advisor transitions, and helping advisors maximize their long-term success and productivity with Prudential Advisors.
Working closely with recruiter partners, the AMD cultivates relationships with experienced advisor candidates and teams, helping them evaluate growth opportunities and understand the value of affiliating with Prudential Advisors. Beyond recruiting, the AMD serves as a trusted coach and business consultant to advisors, providing guidance on practice growth, wealth management capabilities, teaming strategies, and business development. Through leadership, influence, and execution, the AMD helps strengthen advisor engagement, improve productivity, and contribute to the overall growth of the firm.
Key Responsibilities
Advisor Growth & Acquisition - The AMD is a critical partner in the firm's experienced advisor recruiting efforts. Working in collaboration with recruiting professionals, the AMD engages prospective advisors and teams, builds trusted relationships, and helps candidates evaluate the strategic and economic benefits of joining Prudential Advisors. Through executive presence, credibility, and deep industry knowledge, the AMD influences advisor decision-making, supports due diligence discussions, and plays a key role in converting high-quality opportunities into successful hires. The AMD contributes to the growth of the firm through the acquisition of experienced advisors and teams aligned with the firm's long-term business objectives.
Advisor Development and Coaching - The AMD provides leadership, coaching, and business consulting to advisors throughout their careers. Leveraging expertise in financial planning, investments, practice management, and business development, the AMD helps advisors strengthen their practices, increase productivity, deepen client relationships, and achieve their growth goals. The AMD fosters a culture of accountability, performance excellence, and continuous development while connecting advisors to the resources, solutions, and expertise needed to build sustainable and scalable businesses.
Advisor Onboarding and Retention - The AMD is accountable for helping newly affiliated advisors successfully transition and integrate into Prudential Advisors. Working across onboarding, operations, supervision, and wealth management teams, the AMD helps advisors navigate complex transitions, accelerate asset movement, and achieve early productivity milestones. The role also focuses on retaining top advisor talent by strengthening engagement, proactively addressing challenges, identifying growth opportunities, and helping advisors maximize the value of their affiliation with Prudential Advisors.
Strategic Leadership - As a member of the firm's leadership team, the AMD partners closely with the Managing Director to execute business priorities and support firm growth objectives. The AMD leverages market intelligence, business performance insights, and industry trends to identify opportunities, anticipate challenges, and inform decision-making. Through strong partnerships and disciplined execution, the AMD helps advance strategic initiatives while representing the firm with professionalism, credibility, and executive presence.
Wealth Management Leadership - The AMD serves as a trusted resource to both advisors and prospective candidates by applying a deep understanding of wealth management, advisory business models, advisor economics, and practice growth strategies. The role regularly engages experienced advisors in sophisticated discussions regarding financial planning, investments, succession planning, teaming opportunities, and business optimization. By helping advisors fully leverage Prudential Advisors' capabilities and wealth management resources, the AMD contributes to advisor growth, retention, and long-term business success.
Qualifications
- 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 & Life/Health insurance license.
- Series 7 and 66 registrations (preferred)
- Industry designations such as CFP, ChFC, or CLU (preferred)
Success Measures
Success in this role is measured through advisor acquisition outcomes, recruited advisor assets under management, advisor onboarding effectiveness, advisor productivity growth, advisor retention, advisor engagement, practice growth, and overall contribution to firm growth and business performance.
What we offer you:
- Market competitive base salaries, with a yearly bonus potential at every level.
- Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as 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 for reimbursement of items purchased to support personal wellbeing needs.
- Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
- Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
- Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
To maintain the integrity and security of our hiring process, Prudential may use identity verification technologies. Your consent will be obtained before any verification takes place.
If you need an accommodation to complete the application process, please email [email protected].
If you are experiencing a technical issue with your application or an assessment, please email [email protected] to request assistance.
