Wealth Advisor jobs in United States
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Prudential Financial · 3 weeks ago

Wealth Advisor

Prudential Financial is seeking a highly motivated individual to join their team as a Wealth Advisor. The role involves developing relationships with clients, gathering information to build financial plans, and helping clients prepare for retirement and investment portfolio recommendations.

Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement
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H1B Sponsor Likelynote
Hiring Manager
Ryan Gould, RICP®
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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

Financial planningClient relationship managementSales experienceCommunication skillsEntrepreneurial mindsetCustomer serviceNetworkingProblem solvingCritical thinkingLifelong learning

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

Benefits

401(k) plan
Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents
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.

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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Company data provided by crunchbase