Financial Planner
Prudential Financial
Regional Director at Southern Financial Group - Prudential Advisors Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us. 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. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), 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. 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, pay‑for‑performance compensation, which includes commissions 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. 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 applicable 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. Seniority level Not Applicable Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr Prudential Financial
- ...The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank...SuggestedFull timeTemporary workWork at office
- ...The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank...SuggestedTemporary workWork at officeImmediate start
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...SuggestedTemporary workWork experience placementLocal area
$45k - $55k
...POSITION Blue Cliff College is seeking a Financial Aid Representative. Financial Aid Representatives help guide students through the financial aid process, analyze and evaluate student financial needs to determine the best course of action, have a thorough knowledge of...SuggestedWork at officeLocal area- ...Organization : Name NEW ORLEANS LA Default: Location : City METAIRIE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending...SuggestedWork at officeLocal area
$39.6k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible hours$39.6k - $46.88k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible hours- Hancock Whitney in New Orleans seeks an experienced Private Banker to manage a high-net-worth client portfolio and deliver holistic wealth advice. You will coordinate lending, investments, and estate planning solutions while maintaining credit quality and regulatory compliance...
- The Relationship Banker acts as a trusted advisor, engaging clients in consultative discussions to understand their financial goals and recommend personalized solutions. They drive growth by actively promoting and selling banking products and services, focusing on strengthening...Temporary workWork at office
$95.6k - $188.4k
...insights to help clients bring clarity from complexity and accelerate their path to value creation.Work You’ll DoAs a Senior Consultant, Financial Crime and Fraud, you will work with a cross disciplinary team to deploy a fraud detection accelerator for a large federal health...Local area- ...Fidelity Bank is looking for competitive, self-reliant, energetic individuals that are driven to succeed. Position Summary: The Financial Center Representative is responsible for performing as both a Banker and Teller in providing exceptional client service,...Work at officeLocal area
- Overview Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
$61k - $119k
Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you... ...Essentials, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company-funded retirement package and...Full timeContract workFor contractorsWork at office- Are you interested in helping others achieve a secure financial future? Do you thrive in a goal-oriented environment? If so, Compass Capital Management invites you to explore a career as a Financial Advisor with us. If you're new to the field, we provide a subsidized training...Work at officeLocal area
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- About Magnolia Wealth Strategies Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products...
- ...and regulators.Within our Finance Transformation offering, the Business Finance team helps unlock strategic value through enhanced financial planning, forecasting, and analytics capabilities. By combining next-generation processes, scalable data platforms, and AI, we...Local areaVisa sponsorship
- ...borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered through holistic financial planning. Private Bankers ensure the company's credit quality standards are met or exceeded and work towards generating new...Local area
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$46.12k
...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals...Full timeFlexible hours- ...location listed in job posting. SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions in a retail banking environment. Often serving as the first point of contact to the client, may have responsibility for...Part timeWork at officeNight shift
- ...Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO) and serves the DCFO's principal advisor and is recognized as a technical expert in the execution and implementation of financial...Full timeWork at officeImmediate start
- ...Successful Candidate Attributes: •Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. •Maintains a database of past clients for marketing purposes. •History of closing at least 3-5 units per month....Remote work
- ...: Our Deloitte Finance Transformation team practices to help chief financial officers, controllers, and finance teams define and execute their finance and global business services agendas and strategies. You will work with leading-class teams and solutions, helping clients...Full timeLocal area
- Commercial Lending Support Responsible for supporting the commercial lending department in administration work. Essential Job Functions Process business and professional client loans. Analyze commitment letters, board approvals, and lender approvals to produce...Local area
$127.2k - $246.9k
Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our growth is driven by delivering real results for our clients. It's also enabled by our culture, which encourages...H1bLocal area- ...commercial analyst or related risk function with at least 1 year in the commercial credit analysis function ~ Strong understanding of financial statements: balance sheets, income statements, statement of cash flows, and personal and business tax returns ~ Strong...Work at officeLocal area
- ...(mobile, online, and ATM banking) to promote convenience and self-service adoption.Refer clients to internal business partners as financial needs are identified.Support financial center operations, including opening/closing procedures, vault management, night depository...Full timeWork at officeLocal areaNight shiftAfternoon shift
- ...(mobile, online, and ATM banking) to promote convenience and self-service adoption.Refer clients to internal business partners as financial needs are identified.Support financial center operations, including opening/closing procedures, vault management, night depository...Part timeWork at officeLocal areaNight shiftAfternoon shift
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