Financial Advisor
Prudential Financial
1 week ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Business Development Manager / Strategic Growth Partner / Upper Midwest & MT, WY 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 in cultivating client relationships Prepare financial plans and verify 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 Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at Prudential Financial by 2x Note: The job posting appears to be active, with no indication of expiration. #J-18808-Ljbffr Prudential Financial
Vacancy posted 23 hours ago
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