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.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 recommendationsSkillsSelf-starterEntrepreneurial mindsetCustomer service championEngaging and compelling communicator and negotiatorProblem solverLife-long student seeking continued education and professional developmentCritical thinkerCollege degree or equivalent work/life experienceMinimum 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 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 http://www.prudential.com.Company H1B SponsorshipPrudential 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.
Apply Now
Apply Now