Prudential Advisors · 2 days ago
Financial Advisor
The Woodlands, TX
Full-time
Hybrid
New Grad, Entry LevelPrudential Advisors supports the success of over 3,000 financial advisors nationwide, offering personalized support. The Financial Advisor role involves providing personalized financial guidance and solutions, assessing clients' needs, developing strategies, and maintaining client relationships.
Financial Services
Hiring Manager
Andrew Kirwin
Responsibilities
Assessing clients' financial needs
Developing tailored strategies to meet financial goals
Maintaining strong client relationships
Staying updated on market trends to deliver relevant advice
Collaborating with team members
Upholding compliance with industry standards
Qualification
Required
Strong skillset in Financial Planning, Wealth Management, and Investment Strategies
Experience in Client Relationship Management and comprehensive client needs assessment
Understanding of Retirement Planning, Insurance Solutions, and Risk Management
Proficiency in Analytical Skills, Market Research, and Decision-Making
Excellent Communication, Interpersonal, and Presentation Skills
Ability to work effectively in a hybrid work environment (on-site and remote)
Preferred
FINRA Series 7 and 66 licenses, or willingness to obtain
Bachelor's degree in Finance, Business, or related field
Prior experience in the financial services industry
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