What are the responsibilities and job description for the Financial Planner position at Prudential?
Explore a career as a FINANCIAL PLANNER!
Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
We have an immediate opening for a highly motivated analytical individual to join us in our Greater New Englandfirm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
As a key member of our team, after achieving the licenses and registrations necessary to become a FINANCIAL PLANNER your typical day may include:
- 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.
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
- 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.
WE:
- Provide a framework to help you attain all licensing and education needed to progress through the career.
- Support your learning through joint work and a team environment.
- Provide competitive compensation and benefits that are unique in our industry.
- Provide a roadmap for your success with our experienced team of leaders.
Learn more about this exciting opportunity. Call me at 603-289-6328 or email kelly.jordan@prudential.com to schedule some time together to chat!
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.
Job Type: Full-time
Pay: $75,000.00 - $87,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Retirement plan
Ability to commute/relocate:
- Marlborough, MA 01752: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Will you now, or in the future, require sponsorship for employment visa status (example H-1B visa status)?
Experience:
- Financial planning (Preferred)
Work Location: Hybrid remote in Marlborough, MA 01752
Salary : $75,000 - $87,000
