Financial Planner

Prudential Financial is seeking a highly motivated individual to join their team as a Financial Planner. The role involves developing client relationships, gathering information to create financial plans, and assisting clients with retirement preparations. 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 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 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 Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial. It was founded in 1875, and is headquartered in Newark, New Jersey, USA, with a workforce of 10001+ employees. Its website is Company H1B Sponsorship Prudential Financial has a track record of offering H1B sponsorships, with 1 in 2024, 1 in 2023. Please note that this does not guarantee sponsorship for this specific role.

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