Great Lakes Financial Group of Prudential ยท 13 hours ago
Wealth Manager
Ann Arbor, MI
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $75K/yrGreat Lakes Financial Group of Prudential is seeking a motivated individual to join their team as a Wealth Manager. The role involves developing client relationships, gathering information to build financial plans, and assisting clients in preparing for retirement.
Hiring Manager
Lindsay Kendrick
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
Benefits
401(k) plan
Company-sponsored medical
Dental
Vision
Basic life insurance plans
Paid leave
Company
Great Lakes Financial Group of Prudential
Our Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business Languages spoken by our team: English, Spanish, German, Hindi, Urdu, Portuguese, Punjabi, Gujarati, French, Romanian, Arabic, Swedish
Founded in 1875
51-200 employees
H1B Sponsorship
Great Lakes Financial Group of Prudential 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
Growth StageCompany data provided by crunchbase