Prudential Advisors · 3 days ago
Financial Planner (Career Development Program)
Wakefield, MA
Full-time
Onsite
Entry Level
6+ years expPrudential Advisors is a Fortune 100 company aiming to support financial professionals in establishing successful advisory practices. The role involves working with a team to assist clients in achieving their financial goals through relationship building and financial planning.
Financial Services
Responsibilities
Work within a team of Financial Advisors and Planners to help clients achieve financial goals by developing relationships with clients (both existing and prospective), conducting discovery meetings, and implementing financial plans based on the client’s vision
Qualification
Required
Is an entrepreneurial self-starter, energized by networking and meeting new people
Understands the value of having a financial plan
Has a history of success in a performance-based setting, individually and with a team
A Bachelor's degree and 6+ years of professional experience (sales and business development) is preferred
Preferred
Prior exposure to the industry and the career is a plus
Benefits
Licensing and registration support, both study material costs and coaching
Veteran advisor mentorship and a robust training schedule
Growth-focused leads and referral programs to jump start your practice
A competitive compensation and benefits package, including paid training
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.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase