Associate Managing Director

Other Jobs To Apply

<h1>Associate Managing Director - Prudential Wealth Advisors</h1><p><strong>Location:</strong> 2700 Kelly Road, Warrington, PA, PA-Virtual Office, 2009 Mackenzie Way, Cranberry Township, PA</p><p><strong>Time Type:</strong> Full time</p><h3>Job Description</h3><p>Job Classification:</p>Sales - Sales<p></p><p></p><p><b>Join Prudential Wealth Advisors and help shape the future of a growing financial services organization. </b>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.</p><br /><p><b>Keystone Financial Group is growing, and we are looking for an Associate Managing Director (AMD) to join our leadership team</b>. 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.</p><br /><p>The <b>Associate Managing Director</b> <b>(AMD</b>) 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.</p><p> </p><p>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.</p><p><b> </b></p><p><b>Key Responsibilities</b></p><p><b> </b></p><p><b>Advisor Growth & Acquisition - </b>The AMD is a critical partner in the firms 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 firms long-term business objectives.</p><p><b> </b></p><p><b>Advisor Development and Coaching - </b>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<b> </b>connecting advisors to the resources, solutions, and expertise needed to build sustainable and scalable businesses<b>.</b></p><p><b> </b></p><p><b>Advisor Onboarding and Retention - </b>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.</p><p><b> </b></p><p><b>Strategic Leadership - </b>As a member of the firms 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<b>.</b></p><p><b> </b></p><p><b>Wealth Management Leadership - </b>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.</p><p><b> </b></p><p><b>Qualifications</b></p><ul><li>Bachelors degree preferred.</li><li>Significant experience in wealth management, financial services leadership, advisor development, or advisor recruiting is required.</li></ul><ul><li>Proven success recruiting and attracting experienced financial advisors.</li><li>Strong knowledge of financial planning, investments, advisory platforms, and advisor practice management.</li><li>Demonstrated ability to influence and build trusted relationships with advisors, candidates, and business partners.</li><li>Strong analytical, communication, coaching, and relationship management skills.</li><li>Ability to leverage data and market insights to drive business results.</li><li>Strong execution, organization, and follow-through capabilities.</li><li>Series 6 and 65 registrations & Life/Health insurance license.</li><li>Series 7 and 66 registrations (preferred)</li><li>Industry designations such as CFP, ChFC, or CLU (preferred)</li></ul><p> </p><p> </p><p><b>Success Measures</b></p><p>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.</p><br /><p></p><p></p><h1><b>What we offer you:</b></h1><br /><h1></h1><ul><li><b>Market competitive base salaries, with a yearly bonus potential at every level. </b></li><li><b>Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. </b></li><li>401(k) plan with company match (up to 4%). </li><li>Company-funded pension plan. </li><li><b>Wellness Programs </b>including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. </li><li><b>Work/Life Resources</b> to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. </li><li><b>Education Benefit</b> to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. </li><li><b>Employee Stock Purchase Plan:</b> Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).</li></ul><br /><p>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 <a><u>Work Life Balance | Prudential Careers. </u></a>Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. </p><br /><p>Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. </p><br /><p>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. </p><br /><p>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.</p><br /><p>If you need an accommodation to complete the application process, please email <a><u>accommodations.hw@prudential.com</u></a>. </p><p> </p><p>If you are experiencing a technical issue with your application or an assessment, please email <a>careers.technicalsupport@prudential.com</a> to request assistance.</p>

Back to blog

Other Jobs To Apply

Remote Commercial Product Manager – Banking & Data

1:1 Virtual Art Instructor

Certified Health Coach - Remote

Licensing Royalty Associate - Global Product Licensing (GPL) Remote

Senior Director, Associate Staff Counsel at GEICO: 100% Remote (New York City, NY, Bethesda, MD, Chicago, IL)

Remote 2D Animator for Cinematic Anime Teaser Job at Twine in Indiana

Technology Trainer at Ampcus: 100% Remote (Pasadena, CA)

Remote Social Media Copywriter – Part-Time Contract

Strategic Account Director

Crypto Twitter Content Lead: Real-Time & Witty

[PART_TIME Remote] Online Jobs For Teens-

Solutions Engineer, Wireless at T-Mobile: 100% Remote (Las Vegas, NV, Denver, CO)

Scrum Master of Application Development (Fully Remote)

Executive Assistant at QVC: 100% Remote (OH)

Hiring SAP EAM Asset Manager - Remote (W2 Contract Job)

Overnight Positions Near Me Online – Non-Phone Digital Chat Role | $25–$35/hr

Embedded ROI Processor at Datavant: 100% Remote (SC, GA, NC, MS)

Manager, Global Brand Media Ad Operations

Video Content Moderator - Remote

Care Management Support Coordinator II at Centene Corporation: 100% Remote (PA)

Remote Appointment Setter | Commission-Based - Casa de Oro-Mount Helix

Online Amazon Customer Service Representative Jobs /REMOTE/ – Part-Time – Job ID- 455 Job ID- 2633

Remote Sr. Engineer, Infrastructure Security

Supervisor, Reporting and Financial Data Governance

Remote Software Engineer in Test

Sterile Processing Instrument Coord

Seasonal Healthcare Trainer-Remote

Chief AI & Product Strategy Officer - Remote

Account Manager, Indirect Tax

Salesforce Administrator – Remote

Remote Tutoring Jobs in San Diego, CA | Wiingy Careers

Talent Acquisition Specialist II # 26-27602

17 Ways to Make Money From Home -- Side Hustles and Gig Jobs Available

Senior In-House Clinical Research Associate at Emmes Company: 100% Remote (Rockville, MD)

AI Creative Assistant (Pinterest & ChatGPT)

Tennessee Tele-Neurology Position

Inpatient Rehabilitation SME – Remote

Billing Correspondence Coordinator I (Correspondence Billing Specialist REMOTE)

On Call -Interpreter at International Institute of New England: 100% Remote (Manchester, NH)

Hobby Lobby New Job Openings $30/Hour

Remote Staff Backend Product Software Engineer, Commerce Platform

Cloudflare Architect

Basecamp Coach - Remote

Remote Facilities Manager: Lead 150 Stores & Sustainability

Work at home Customer Service Opportunity

amazon work from home $15+/ Hour (Sign on Bonus!)!

Registered Nurse (RN) - Part Time Remote Care Manager

Stay-at-Home Moms 21–42: Help bless a family - Prior Birth Required Paid$65K-$100K+

Remote 2D Background Artist — Freelance YouTube Animation

Product Engineer (Remote - US CT/ET)

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...