Financial Advisor jobs in United States
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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.

Financial Services
Hiring Manager
Howard Diamond, CLU®, ChFC®, RICP®, LUTCF®
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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

FINRA licensesFinancial planningInvestment portfolio recommendationsCustomer serviceSales experienceNetworkingEntrepreneurial mindsetCommunicationProblem solvingCritical thinking

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

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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 Stage
Company data provided by crunchbase