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Experienced Financial Advisor

Great Lakes Financial Group of Prudential

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information.

Responsibilities

  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy

Qualifications

  • Bachelor's degree in finance or related field
  • 5+ years of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills

Vacancy posted 2 days ago
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