Prudential Advisors · 11 hours ago
Financial Advisor
Westerville, OH
Full-time
Onsite
Entry, Mid LevelPrudential Advisors supports a network of over 3,000 financial advisors across the United States, providing them with resources, guidance, and support to succeed in their careers. The Financial Advisor will work directly with clients to assess their financial needs, provide personalized financial planning strategies, and recommend investment and retirement solutions.
Financial Services
Responsibilities
Work directly with clients to assess their financial needs
Provide personalized financial planning strategies
Recommend investment and retirement solutions
Create and manage financial plans
Meet with clients to discuss their goals and monitor progress
Stay updated on the latest financial products and market trends to provide the highest level of service
Qualification
Required
Proficiency in Financial Planning and Financial Advisory services to effectively guide clients
Strong knowledge of Finance and Investments to identify and recommend appropriate solutions
Expertise in Retirement Planning strategies to assist clients in achieving long-term financial security
Excellent interpersonal and communication skills to build relationships and provide exceptional client service
Analytical skills to assess financial data, create tailored plans, and solve complex financial challenges
Appropriate licenses and certifications (e.g., Series 6, 7, 63, or 65) are required or the ability to obtain them promptly upon hiring
Preferred
Previous experience in the financial services industry is beneficial
Bachelor's degree in Finance, Economics, Business, or a related field is preferred
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