Prudential Advisors is seeking a Financial Planner to join their team at Tri-State Wealth Advisors. The role involves developing client relationships, gathering information to create financial plans, and assisting clients with retirement preparation and investment portfolio recommendations.
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
Skills
- Permanent Residence in the U.S. (Green Card or Citizenship) is required
- Have a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent
- 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
- Prior exposure to the financial services industry is a plus
Benefits
- 401(k) plan
- Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents
- Paid leave
Company Overview
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. It was founded in undefined, and is headquartered in Newark, NJ, US, with a workforce of 1001-5000 employees. Its website is http://prudentialadvisors.com.