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Financial Services Professional

Job in Grand Rapids, Kent County, Michigan, 49528, USA
Listing for: Great Lakes Financial Group of Prudential
Full Time position
Listed on 2025-12-02
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Job Description & How to Apply Below

Regional Director at Prudential Advisors

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 to cultivate client relationships
  • Prepare financial plans and check their accuracy
Qualifications
  • Bachelor's degree in Finance or related field
  • Strong understanding of the investment business
  • Excellent interpersonal skills
Seniority level
  • Not Applicable
Employment type
  • Full-time
Job function
  • Finance and Sales

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