Associate Managing Director - Prudential Wealth Advisors

About this role

Job Classification:
Sales - SalesJoin 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 whileconnecting 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…