Wealth Management Advisor
Prudential Advisors is seeking a highly motivated individual to join their team as a Financial Planner. The role involves developing relationships with clients, gathering information to build financial plans, and helping clients prepare for retirement 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 recommendationsSkillsHighly motivated analytical individualSelf-starterEntrepreneurial mindsetCustomer service championEngaging and compelling communicator and negotiatorProblem solverLife-long student seeking continued education and professional developmentCritical thinkerPrior sales experience and/or enjoy networking and seeking new clientsCollege degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalentPrior exposure to the financial services industryBenefits401(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.
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