Financial Planner
Prudential Advisors is seeking a Financial Planner to join their team and help clients achieve their financial goals. The role involves developing client relationships, gathering information to build financial plans, and preparing investment recommendations.
Responsibilities
- Developing relationships with clients (both existing and prospective)
- Gathering client information and using that information to build robust financial plans
- Helping clients prepare for their retirement
- Preparing and reviewing investment portfolio recommendations
Skills
- Highly motivated analytical individual
- Self-starter
- Entrepreneurial mindset
- Customer service champion
- Engaging and compelling communicator and negotiator
- Problem solver
- Life-long student seeking continued education and professional development
- Critical thinker
- College degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent
- Prior exposure to the financial services industry
- Prior sales experience
- Enjoy networking and seeking new clients
Benefits
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans
- Paid leave
Company Overview