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
- ...Financial PlannerThe 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
- ...Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Key Responsibilities As a Financial Planner, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized...SuggestedWork at officeWork from homeFlexible hours
$76.5k - $90k
...Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will...SuggestedTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes could thrive with us:... ...outdoors in the sun. Key Responsibilities: As a Financial Planner, your primary role will be to engage with clients to understand...SuggestedContract workInternshipWork at officeFlexible hours
- ...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...SuggestedImmediate startAfternoon shift
- ...build and deepen client relationships in Louisville, KY. The role focuses on understanding client needs, delivering personalized financial advice, and connecting clients to Old National’s broad range of products and services to support their financial goals. The position...
- ...relationships. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists. Participates fully in all components of the established Truist Retail Community Bank...Full timePart timeWork at officeNight shiftWeekend work
$17 - $29.75 per hour
...BankerThe 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...Immediate 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
- New Washington State Bank's New Albany branch is seeking a full-time Relationship Banker to assist customers with daily transactions and inquiries. You will balance cash drawers, process deposits and withdrawals, and build lasting relationships with clients while delivering...Full time
$20 - $23 per hour
...DescriptionAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...- ...Truist Financial Corporation in Louisville, KY is seeking a Retail Personal Banker to deliver exceptional service while meeting branch sales targets. You will engage clients, present loan and deposit options, and collaborate with specialists to handle complex financial...Weekend work
- ...rotations in operations and Sales & Service. The role uses a consultative sales process to proactively identify and meet customers' financial needs, with a focus on acquiring new households and deepening existing relationships. Responsibilities include processing teller...
- ...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
$23.56 - $26.44 per hour
...managementSupport client engagement through active calling, client conversations, and follow up.Daily activities that align with The First Financial Bank Experience (FFB Experience), including but not limited to:Partner with appropriate internal constituencies to bring...Work experience placementInternshipLocal area- ...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
- ...Personal Banker Associate I - St Matthew Financial Center (Louisville)Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.General Function:Selected candidates...Work experience placementWork at office
- ...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...
- ...Personal Banker II - Douglas Loop Financial Center (Louisville, KY)Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.The Personal Banker II position will...Work at office
- ...First Financial Bank in Jeffersonville, IN seeks a Consumer Banker to deepen client relationships by booking business and referring to Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management as appropriate. The role emphasizes proactive client engagement...
- ...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...Work 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...Work at officeShift work
- ...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 workPart timeWork experience placementWork at officeShift 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... ...®, Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support Fully company‑funded retirement package and pension...Work at office$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
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Essentials®, Series 6, Series 7, Series 63, and moreCertified Financial Planner® licensing support2Fully company-funded retirement package and...Full timeContract workFor contractorsWork at office- ...The Financial Advisor is a client-facing representative of Burke & Herbert Wealth Management who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66, or equivalent, and VA L&H), which requires the ability...Work at officeLocal areaRemote work
- ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...Temporary workWork at officeNight shiftWeekend work
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