Financial Advisor

3 days ago Be among the first 25 applicants

Direct message the job poster from Prudential Financial

Business Development Manager at Prudential Advisors
-Chicago Area
- Wisconsin

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be 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

Seniority level

• Seniority level
  
  Mid-Senior level

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Sales and Finance

Referrals increase your chances of interviewing at Prudential Financial by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Pension plan

Disability insurance

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