Financial Planner with Hospitality Experience
Company: Prudential Advisors - Greater Baltimore
Location: Bel Air
Posted on: February 17, 2026
|
|
|
Job Description:
Job Description Job Description Benefits: 401(k) 401(k) matching
Company parties Dental insurance Flexible schedule Health insurance
Opportunity for advancement Training & development Vision insurance
Transition Your Hospitality Experience into Financial Services!
Leverage Your Relationship-Building Skills: With your expertise in
creating exceptional guest experiences, you may be uniquely
positioned to build strong, trusted relationships with clients in
financial services, guiding them through important financial
decisions. Make a Lasting Difference: In hospitality, youve likely
already mastered the art of understanding and meeting people's
needs. Now, you could use that same skillset to help clients plan
for their financial futures, ensuring they have the resources to
navigate key life milestones such as retirement, education, or
major investments. Endless Career Growth: Just as youve progressed
in the hospitality industry, the financial services sector could
offer limitless growth opportunities. Each new client and financial
situation provides a chance to expand your knowledge and expertise,
with your drive and ambition paving the way for success. A
Fulfilling Career Path: Transition into a role where your ability
to connect with others leads to long-term client relationships and
meaningful financial outcomes, offering both personal fulfillment
and significant earning potential. About Prudential: Founded in
1875, Prudential Financial is a Fortune 100 company known for its
legacy of helping individuals and families achieve financial
security. With over 100 years of expertise, Prudential offers a
wide range of financial services including insurance and investment
management, serving millions of customers worldwide. Our commitment
to innovation and integrity makes Prudential a trusted leader in
the financial services industry. About LPL Financial: LPL Financial
is a Fortune 500 independent broker-dealer that provides financial
professionals with access to the tools, resources, and support
needed to build successful practices. With an open-architecture
platform, LPL Financial offers a wide variety of non-proprietary
products that help advisors craft tailored financial solutions for
their clients. Meet our team: Regional Director, Brady Brassford:
Brady joined Prudential's Career Development program right out of
college, where he obtained his licenses, built a practice, and
eventually transitioned into leadership. Over the past 10 years
with Prudential, he has continued to grow and make an impact within
the organization. Outside of his professional career, Brady is
passionate about golf, pickleball, baseball, reading books, and
traveling. Regional Director, Vanessa Echeverria: Vanessa joined
Prudential in July 2024 after starting her career as a professional
fundraiser and development leader for nonprofits, including living
internationally to support childrens missions. She later became a
director, where she supported nearly 400 independent financial
advisors in growing their practices, scaling teams, recruiting
experienced advisors, and leading transition efforts. Outside of
her professional career, Vanessa is passionate about spending time
with her blue Sharpei and staying active through soccer, hockey,
pilates, and ballet. Advisor, Matt Koppelman: Matt Koppelman has
been with Prudential for 34 years and has quickly become one of the
top producers in the company. Before joining Prudential, he built
his career in the service industry, working extensively in hotels,
restaurants, and nightclubs. Outside of work, Matt is passionate
about traveling, spending time with his family, enjoying college
football, exploring new restaurants, and giving back through
charity work. Follow this link to hear why Financial Advisor, Jamie
Mannarelli is so passionate about her career at Northwestern
Mutual: https://youtu.be/7SlQuS7AOgQ Licensing and Education
Requirements: We seek individuals committed to professional
development who either hold or are actively pursuing these licenses
to grow their careers in financial services: Series 7 Series 66
Passing the SIE (Securities Industry Essentials) exam. Life/Health
Insurance License 4-year college degree (preferred) Position
Benefits and Compensation: Competitive compensation with potential
for performance-based bonuses. 401(k) with matching contributions.
Cash Balance Pension Plan and pension enhancement opportunities for
top financial professionals. Medical, dental, and vision benefits,
along with healthcare reimbursement accounts. Life insurance,
accident insurance, and disability income coverage. Mutual fund
investment plans and business development programs. About the
Financial Advisor Role Are you seeking a career change and
passionate about helping others secure their financial futures? As
a Financial Advisor with Prudential, we provide comprehensive
training, mentorship, and the resources to succeed in a thriving
industry. This role is ideal for individuals with a business
development mindset, a strong desire to help others, and the drive
to grow personally and professionally. 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.
Keywords: Prudential Advisors - Greater Baltimore, Alexandria , Financial Planner with Hospitality Experience, Accounting, Auditing , Bel Air, Virginia
