Financial Planner

ZipRecruiter; Belleville; On-site; Full time

Job summary

Join a leading financial services firm as a Financial Planner, helping clients achieve their financial goals. Benefit from comprehensive training and support to build a successful career. Enjoy competitive compensation, benefits, and a clear path for advancement.

Benefits

401(k)

Insurance Plans

Paid Leave Options

Qualifications

• Self-starter with an entrepreneurial mindset.
• Commitment to ongoing professional development.

Responsibilities

• Developing relationships with clients.
• Gathering client information for financial plans.
• Assisting clients in preparing for retirement.

Skills

Communication

Problem Solving

Analytical Skills

Education

College Degree

Job description

Explore a Career as a Financial Planner with Prudential Advisors

Take your career to the next level by helping others achieve their financial goals. We are seeking a highly motivated, analytical individual to join our team. As part of our team of Financial Advisors, your goal will be to assist clients in reaching their financial objectives.

Role of a Financial Planner

After completing our Career Development Program (CDP) and obtaining necessary licenses and registrations, your typical responsibilities will include:

1. Developing relationships with existing and prospective clients
2. Gathering client information to build comprehensive financial plans
3. Assisting clients in preparing for retirement
4. Preparing and reviewing investment portfolio recommendations

Training and Qualifications

No prior industry experience is required due to our comprehensive training program, though previous exposure is a plus. Candidates should be self-starters with an entrepreneurial mindset, excellent communication skills, problem-solving abilities, and a commitment to ongoing professional development. A college degree or equivalent experience is preferred.

What We Offer

• Support and resources to attain necessary licensing and education
• Team-based learning environment
• Competitive compensation and benefits
• A clear pathway for career advancement

Additional Details

The path begins with the Pre-Contract CDP Affiliate phase, covering licensing costs. Successful completion may lead to part-time employment with an initial pay of $15/hour or higher, depending on your location. Progression to full-time status offers commissions and bonuses, with average earnings of $50,000 to $75,000 in the first year. Benefits include a 401(k), insurance plans, and paid leave options.

Prudential Advisors is an equal opportunity employer and participates in E-Verify. We value diversity and are committed to an inclusive environment for all applicants.