Prudential Advisors · 4 days ago
Financial Advisor
Prudential Advisors is looking for motivated individuals to join their team as Financial Advisors. This role involves developing relationships with clients, gathering their information to create financial plans, and assisting them in preparing for retirement and investment decisions.
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
Qualification
Required
Are a self-starter
Have an entrepreneurial mindset
Are a customer service champion
Are an engaging and compelling communicator and negotiator
Are a problem solver
Are a Life-long student seeking continued education and professional development
Are a critical thinker
Have prior sales experience and/or enjoy networking and seeking new clients
Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent
Preferred
Prior exposure to the financial services industry is a plus
Benefits
401(k) plan
Company-sponsored medical, dental, vision, and basic life insurance plans
Paid leave
Company
Prudential Advisors
Prudential 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.
Funding
Current Stage
Late StageCompany data provided by crunchbase