PGIM · 20 hours ago
Director, Wealth Consultant
SC-Virtual Office
Full-time
Onsite
Lead/Staff
$147K/yr - $221K/yrPGIM is seeking a Director, Wealth Consultant to partner with the VP, Wealth Consulting in driving AUM growth and enhancing financial planning production. This role involves building strong relationships with financial professionals, providing coaching, and delivering product information and technical guidance while collaborating with various teams to improve results and technology adoption.
Asset Management
Responsibilities
Partnering with the VP, Wealth Consulting in achieving Assets Under Management (AUM) growth
Increased GDR and increased number of financial professionals active on the Investment platform
Work closely with financial professionals and field leadership
Provides support and participates in coaching at the local level
Strengthen and enhance the financial professionals’ skills
Elevate the investment and financial planning knowledge of field leadership
Source and deliver product information, competitive data, and provide technical guidance to financial professionals and field leadership
Collaborate with the Advisor Services product management team and with Learning and Business Consulting to drive results
Increase technology adoption and share uncovered training needs
Ensure all materials, concepts and ideas that Wealth Consultants deliver must be compliance approved
Moderate travel is anticipated
Qualification
Required
High motivation and energy with the ability to drive production, AUM and revenue objectives collaboratively and autonomously
A broad and comprehensive knowledge of the Investment business, including an understanding of the sales process and ongoing activity pertaining to maintain and growing AUM
Excellent communication skills
Ability to build and maintain strong business relationships
Familiarity with tools such as e-Money, Nitrogen, Morningstar Analytics etc
Solid understanding of compliance
Series 7 & 65 or 66 within 90 days and prior investment or wholesaler experience a plus
Preferred
Industry recognized designations such as ChFC, CFP are highly desirable
Benefits
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), after one year of service.
Company
PGIM
PGIM is a money manager whose clients rely on their risk management expertise, intellectual capital, and innovative solutions. It is a sub-organization of Prudential Financial.
Founded in 1875
1001-5000 employees
H1B Sponsorship
PGIM has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (12)
2023 (8)
2022 (8)
2021 (7)
2020 (14)
Funding
Current Stage
Late StageLeadership Team
Jakob Wilhelmus
Director, Thematic Research
Recent News
Private Equity Wire
2026-01-23
2026-01-22
Company data provided by crunchbase