Financial Planner jobs in United States
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Prudential Financial · 7 hours ago

Financial Planner

positionCreve Coeur, MO
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$50K/yr - $75K/yr

Prudential Financial is seeking a Financial Planner to join their Greater Heartland Financial Group firm. The role involves building relationships with clients, creating financial plans, and preparing clients for retirement while working within a team of Financial Advisors.

Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement
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H1B Sponsor Likelynote

Responsibilities

Relationships with clients (both existing and prospective)
Client information and using that information to build robust financial plans
Clients prepare for their retirement
And reviewing investment portfolio recommendations

Qualification

Financial planningClient relationship managementSales experienceCritical thinkingCustomer serviceNetworkingEntrepreneurial mindsetCommunication skillsProblem solvingLifelong learning

Required

a self-starter
an entrepreneurial mindset
a customer service champion
an engaging and compelling communicator and negotiator
a problem solver
a Life-long student seeking continued education and professional development
a critical thinker
prior sales experience and/or enjoy networking and seeking new clients
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

Benefits

401(k) plan
Company-sponsored medical, dental, vision, and basic life insurance plans
Paid leave

Company

Prudential Financial

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Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial.
dateFounded in 1875
location
Newark, New Jersey, USA
people-size10001+ employees
web-link
http://www.prudential.com

H1B Sponsorship

Prudential Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)

Funding

Current Stage
Public Company
Total Funding
$1.25B
Key Investors
AM Best
2025-03-13Post Ipo Debt· $750M
2024-02-14Post Ipo Debt· $500M
2001-12-13IPO

Leadership Team

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Andrew Sullivan
Chief Executive Officer
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Yanela Frias
Executive Vice President & Chief Financial Officer
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Recent News

MarketScreener
Prudential Financial Announces Leadership Alignment
2025-12-18
Business Wire
Prudential Launches FlexGuard 2.0 with New Investment Allocation Options to Help Customers Protect Their Life’s Work, Furthering Commitment to the Registered Index-Linked Annuity Space
2025-12-16
MarketScreener
Prudential to Buy Back Over 2 Million Shares to Offset Scrip Dividend Dilution
2025-12-16
Company data provided by crunchbase