Financial Planner

Prudential Advisors is seeking a Financial Planner to join their team at Tri-State Wealth Advisors. The role involves developing client relationships, gathering information to create financial plans, and assisting clients with retirement preparation and investment portfolio 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 recommendationsSkillsPermanent Residence in the U.S. (Green Card or Citizenship) is requiredHave a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalentAre a self-starterHave an entrepreneurial mindsetAre a customer service championAre an engaging and compelling communicator and negotiatorAre a problem solverAre a Life-long student seeking continued education and professional developmentAre a critical thinkerHave prior sales experience and/or enjoy networking and seeking new clientsPrior exposure to the financial services industry is a plusBenefits401(k) planCompany-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependentsPaid 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.



Apply To This Job