Planwell Wealth & Risk Management

Our office values a growth mindset and fosters an entrepreneurial and collaborative atmosphere. Our stable, veteran management facilitates this environment to build a history and reputation you can be proud of as one of our financial planners, financial advisors and financial professionals.

More than Insurance

A holistic approach is what your clients need. We can help you fulfil that promise.

Our Open Architecture Platform

You have flexibility. No quotas, no expectation of proprietary products to recommend.

Looking to Grow?

We’ve got your back with a robust group of turnkey lead, referral, and marketing programs to grow your GDC.

Managing Director

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Associate Managing Director

Regional Director

Regional Director

Regional Director

Regional Director

Director, Sales Support and Oversight

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Coming soon!

There are approx. 2,800 financial professionals with Prudential Advisors, aligned to 24 offices nationwide.

In 2023, we distributed 0.9 million leads and referrals to our financial professionals.*

23,000 Prospect Leads 712,000 Unaligned Leads

141,000 Referral Leads 3,000 Aligned Leads

Prudential Advisors AUM growth over the past 5 years*

Achieved Gross Dealer Concession (GDC) payout (by product)*

*As reported by Prudential Advisors Planning & Analysis team.

With our robust offering of over 15 turnkey lead and referral programs, you have access to a quality source of leads to help supplement your overall prospecting efforts and open doors to new client relationships.

Taking care of clients is your top priority, so why should you be limited to proprietary solutions? At Prudential Advisors, we are committed to enabling you to deliver the most appropriate advice and solutions. All products align to one payout grid.

Access to several top-industry productivity tools including: Clientlink (powered by Salesforce), eMoney, Morningstar, and a robust managed money platform powered by Envestnet. We also offer access to email and social media marketing tools and external leads from SmartAsset.

As a statutory financial professional or an independent financial professional, you can count on fair compensation. In fact, as an independent financial professional, you’ll receive up to 90% payouts on anything you sell. As a statutory financial professional, you will receive a full benefits package, including company-sponsored benefits.

We believe teaming is not just a program. It's a way of doing business. Financial professionals, advisors and planners who join teams are more efficient and more productive and have higher assets under management (AUM) per client.

Join Prudential Advisors and your transition will be supported by a close partnership with local office leadership, operations personnel, and dedicated resources from our Transition & Onboarding Solutions team.

Business Models

Statutory Financial Professional

Join us and get the best our office has to offer as well as benefiting from the relationships, reputation and support of Prudential. With local leadership and a global powerhouse, we both have your back.

Independent Business

We welcome independent financial professionals who want to work with us. You can enjoy upsides like no product quotas, ongoing local office support and access to Prudential expertise, including leads support and marketing.

Start a New Career at Pru

Interested in starting your career in finance or looking for a career change? Prudential offers guidance to help you recognize your needs and goals including tips to help you take your next step.

News

Interested? We'd love to hear from you.

Whether you're an experienced financial planner, financial advisor or financial professional thinking of moving your practice, a recent grad, or a professional who is interested in a career change, you can contact us confidentially. Our Business Development Director and Recruiter is the first step, so please reach out.

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