Financial Planner Hospitality

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, you’ve 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 you’ve 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.

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.

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.

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 children’s 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 3–4 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:

• Series 7
• Series 66
• Passing the SIE (Securities Industry Essentials) exam.
• Life/Health Insurance License
• 4-year college degree (preferred)

• Competitive compensation with potential for performance-based bonuses.
• 401(k) with matching contributions.
• Cash Balance Pension Plan and pension enhancement…