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.ResponsibilitiesDeveloping relationships with clients (both existing and prospective)Gathering client information and using that information to build robust financial plansHelping clients prepare for their retirementPreparing and reviewing investment portfolio recommendationsSkillsHighly motivated analytical individualSelf-starterEntrepreneurial mindsetCustomer service championEngaging and compelling communicator and negotiatorProblem solverLife-long student seeking continued education and professional developmentCritical thinkerCollege degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalentPrior exposure to the financial services industryPrior sales experienceEnjoy networking and seeking new clientsBenefits401(k) planCompany-sponsored medical, dental, vision, and basic life insurance plansPaid leaveCompany OverviewPrudential Advisors supports the growth and success of more than 3,000 financial advisors across the country, backed by local field leaders and associates in our headquarters. It was founded in undefined, and is headquartered in Newark, NJ, US, with a workforce of 1001-5000 employees. Its website is http://prudentialadvisors.com.
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