Financial Planner
$15 per hourPrudential Financial
Overview Regional Director, and Wealth Management Advisor at 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 our Louisville firm. 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. 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 Qualifications and Attributes Are a self-starter Are a customer service champion Are an engaging and compelling communicator and negotiator Are a problem solver Are a lifelong 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 Company-Provided Framework and Career Path 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 Program Details and Compensation The path to becoming a Financial Professional begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave. Company Information and Equal 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. Job Details Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales Note: The original posting included additional postings and related job advertisements which are not part of this role description. #J-18808-Ljbffr Prudential Financial
- ...Position Overview An established wealth management and financial planning firm is seeking a Wealth Planner to support high-net-worth and ultra-high-net-worth individuals, families, business owners, and entrepreneurs. This role will work closely with advisors and clients...SuggestedWork at office
- ...About the Role: The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an existing team within 4 years. Support Financial Advisors...SuggestedFull timeWork experience placementImmediate startWork from home1 day per week
$75k - $95k
...About the job Certified Financial Planner Financial Planner Position Overview Join a collaborative, growth-focused team where you'll receive hands-on mentorship, work directly with clients, and follow a clear path toward becoming a lead advisor. This...SuggestedFull timeRelocationRelocation package- ...WealthBridge Financial Group is seeking a results-oriented Certified Financial Planner to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals...Suggested
$17 - $29.75 per hour
...The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through...SuggestedFull timeImmediate start- ...efficiently processing cash transactions for clients as needed having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities connecting clients to solutions that meet the financial goals executing the bank's risk culture and striving...Weekend work
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...
- ...Banker Associate I Make banking a Fifth Third better; connect great people to great opportunities and help customers find the right financial solutions. Personal Financial Advisor (Private Wealth) Certified Financial Advisor (CFA) responsible for advising high-net-worth...Full timeWork from home
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workWork experience placementWork at office
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...Hybrid (some remote work, some on campus); On Campus. Job Summary Under the general supervision of the Director of the Office of Financial Aid, the Financial Aid Coordinator provides assistance to students, faculty and administrators of the University answering questions...Work at officeLocal areaRemote work
$48k - $100k
...and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a... ...additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....Shift workDay shift$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and pension...Work at office$1,250 - $1,380 per week
...Engagement – IWU Increase enrollment and retention of active duty military and veterans through unique services and support. Full‑time Financial Advisor – First Command Coaches military families in their pursuit of financial security. Shaping positive financial behaviors...Hourly payWeekly payFull timePart timeApprenticeshipReliefRemote workWeekend work$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...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$50k - $80k
...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As a Financial Advisor...Full timeWork at officeFlexible hours$100k - $125k
...here to chase cold leads. You are here to own and grow client relationships and guide clients through some of the most important financial decisions of their lives. As a Financial Advisor at SWD, your role is to: Strengthen and retain existing client relationships Identify...Full timeWork at office- ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers...Work experience placementWork at office
- ...Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workWork experience placementWork at officeShift work
- Overview Regional Director at Modern Woodmen of America. Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to...Full timeWork at officeLocal 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- ...implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives....
- ...and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial...
$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
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