Client Advisor with Athletic 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

Join Greater Heartland Financial Group Prudential Advisors!

About Prudential :

Founded in 1875, Prudential Financial is a Fortune 100 company renowned for its legacy of helping individuals and institutions achieve financial security. With over a century of expertise, Prudential offers a wide range of financial products and services, from insurance to investment management, serving millions of customers globally. Known for innovation and integrity, Prudential is a leader in empowering clients and financial professionals alike.

About LPL Financial :

As a Fortune 500 independent broker-dealer, LPL Financial provides financial professionals with the tools, resources, and support to grow their practices and deliver exceptional service. LPLs open-architecture platform allows advisors to access non-proprietary products, offering clients tailored solutions that align with their unique needs.

About Greater Heartland Financial Group Prudential Advisors

At Greater Heartland Financial Group - Prudential Advisors, were dedicated to making lives better by solving the financial challenges of our changing world. Recognized by Investment News as the 2024 Employer of Choice for Advisors, Prudential fosters a supportive, growth-focused environment where professionals from all backgrounds can thrive. For over 150 years, weve led the way in expanding access to investing, insurance, and retirement security, guided by our values of trust, customer focus, respect, and integrity. Our team also takes pride in giving back, raising funds each year for Childrens Harbor, a nonprofit supporting seriously ill children and their families. Join an award-winning firm, honored with Prudentials 2023 Firm Trophy, and start building a career that makes a lasting impact.

Our growing offices are located :

• 12312 Olive Blvd., Suite 300, St. Louis, MO 63141
• 8000 S. Chester St. Suite 325, Centennial, CO 80112

Top Reason Athletes Could Excel Here :

• Competitive Drive : Athletes desire to excel fuels them to surpass goals and deliver excellent service.
• Discipline and Time Management : Their experience balancing responsibilities translates to managing client portfolios effectively.
• Goal-Oriented : Athletes focus on setting and achieving goals drives them to help clients reach financial success.
• Resilience : Athletes are accustomed to facing challenges and persevering, key traits for overcoming obstacles in their career.
• Teamwork and Collaboration : Used to working in teams, athletes thrive in collaborative environments, achieving client-focused results.

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.
• Growth Opportunities : Buy books of business, build assets, or create a practice to sell, a 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.
• Advanced Technology : Advisors benefit from cutting-edge software and tools designed to streamline business operations and deliver an exceptional client experience.

Meet our team :

Eric Baumert, Regional Director : Eric Baumert is Regional Director for Greater Heartland Financial Group, where he supports advisors in scaling their businesses and achieving long-term success. With a background in retirement and employee benefits, he focuses on practice growth, marketing, and advisor development. A graduate of the University of NebraskaLincoln, Eric lives in Wahoo with his wife, Kelsey, and their three children. He enjoys golf, family time, and cheering for the Huskers.

Michael Alexander, Managing Director : Michael Alexander is Managing Director for Greater Heartland Financial Group, leading teams across Missouri, Kansas, Arkansas, and Nebraska. Since joining Prudential in 2001, he has earned multiple conference qualifications and guided his firm to three Citation Awards and the 2023 Presidents Trophy. With nearly 25 years in the industry, hes known for his leadership and involvement with NAIFA, FINSECA, and MDRTs Center for Field Leadership. Michael lives in St. Charles, Missouri, with his wife, Kira, and their twins. He enjoys hunting, fishing, golfing, and cheering on the Kansas City Chiefs.

Elizabeth Walker-Sadler, Director of Business Development : Elizabeth Walker-Sadler is a strategic leader with over 20 years of experience helping advisors grow meaningful, purpose-driven practices. Before joining Greater Heartland Financial Group, she served as Vice President at Ameritas Investment Company, leading national advisor acquisition and regional expansion. Her career also includes leadership roles at Transamerica and T. Rowe Price. Known for her relationship-first approach, Elizabeth specializes in advisor transitions, succession strategy, and business development.

Mark Koski, Regional Director : Mark Koski is Regional Director for Greater Heartland Financial Group, where he leads the Investment and Financial Planning pillar. Joining Prudential in 2013, he built a successful advisory career, earning MDRT status and multiple conference qualifications before stepping into leadership. Under his direction, the firms financial planning revenue has increased tenfold and earned the 2023 Presidents Trophy. Mark lives in Lake St. Louis, Missouri, with his wife, Kayleigh, and enjoys sports and outdoor activities.

Adam Maddox, Associate Managing Director : Adam Maddox is Associate Managing Director for Greater Heartland Financial Group, where he coaches advisors on growth, branding, client engagement, and succession planning. A graduate of the University of Central Missouri and former baseball player, Adam brings teamwork and leadership to every advisor partnership. He lives in Prairie Village, Kansas, with his wife, their two children, and their dog. Outside of work, he enjoys golfing and Kansas City sports.

Advisor Responsibilities :

• Develop personalized financial plans covering budgeting, retirement, insurance, and education planning.
• Build lasting client relationships by offering ongoing financial advice and support.
• Collaborate with a team committed to helping clients at all life stages, with opportunities to expand into advanced wealth management as you grow.

An Ideal Candidate :

• Has strong interpersonal skills and a desire to help clients achieve personal financial milestones.
• Brings a mindset of discipline, teamwork, and continuous growthqualities that have helped athletes and goal-oriented individuals excel in this environment.
• Is open to career growth within both financial planning and wealth advisory services over time.
• Has (or has the willingness to quickly acquire) the Following Certifications :

Series 7

• Series 66
• Passing the SIE (Securities Industry Essentials) exam.
• Life / Health Insurance License

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

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.